Member

Evan Riddell

Victoria, BC

Richardson Wealth

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Evan  Riddell

Member Bio

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Based in Victoria, British Columbia and help those 50+ to reduce taxes, invest smarter, and retire successfully. We believe that financial planning should be straightforward, save you time and go beyond an investment portfolio. With the help of our guided approach to financial planning, we help you get clear on what is important, walk alongside you to put the pieces together, and ensure that all aspects of your financial life are taken into account. Evan established the firm in 2008 with a passion for helping clients get clear on their goals and putting together straightforward planning to help reduce taxes, invest smarter, and retire successfully. He has continued to advance his technical knowledge, becoming a CERTIFIED FINANCIAL PLANNER® professional, Registered Retirement Consultant, and attending industry leading education programs in an aim to provide the best possible advice to clients. Evan has been the recipient of a number of awards and recognition and was named one of the Canada's Top 40 Under 40 by Wealth Professional. Evan and the team have earned Riddell Private Wealth Management national recognition for providing massive value to clients and for being a leader within the industry. While serving clients is Evan’s top focus, he is also a sought-after public speaker and mentor. Outside of the office, Evan can be found exploring the many trails and beaches in and around Southern Vancouver Island with his wife Sarah, and their two kids, Alicia and Clayton. Learn More at www.evanriddell.com

Based in Victoria, British Columbia and help those 50+ to reduce taxes, invest smarter, and retire successfully.

We believe that financial planning should be straightforward, save you time and go beyond an investment portfolio. With the help of our guided approach to financial planning, we help you get clear on what is important, walk alongside you to put the pieces together, and ensure that all aspects of your financial life are taken into account.

Evan established the firm in 2008 with a passion for helping clients get clear on their goals and putting together straightforward planning to help reduce taxes, invest smarter, and retire successfully. He has continued to advance his technical knowledge, becoming a CERTIFIED FINANCIAL PLANNER® professional, Registered Retirement Consultant, and attending industry leading education programs in an aim to provide the best possible advice to clients. Evan has been the recipient of a number of awards and recognition.

Evan and the team have earned Riddell Wealth Management national recognition for providing massive value to clients and for being a leader within the industry. While serving clients is Evan’s top focus, he is also a sought-after public speaker and mentor.

Outside of the office, Evan can be found exploring the many trails and beaches in and around Southern Vancouver Island with his wife Sarah, and their two kids, Alicia and Clayton.

Learn More at www.evanriddell.com

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)
RRC

Compensation Models

Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

100,000,000-250,000,000

Practice Size

2 to 5

Investment License

Securities

Provinces Licensed (Investment)

British Columbia
Ontario
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