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We specialize in retirement, tax, and wealth planning for Canadians aged 50+ who have built $1 million or more in savings and want clarity and confidence in the next chapter of life.

Retirement isn’t just a milestone — it’s a new phase that demands strategic guidance, tax-smart planning, and a roadmap you can trust.

Our Clear Three-Step Process

Our introductory process is simple, structured, and designed to help you make an informed decision — without pressure or obligation.

Step #1 — 30-Minute Introductory Call

A brief conversation to get to know each other and ensure there’s a fit. Think of it like meeting the right specialist — you wouldn’t see an eye doctor for a knee issue.

This call helps confirm that your needs align with our expertise and that we’re the right partner to support your goals.

Step #2 — Exploratory Meeting

In a 60-minute virtual or in-person meeting, we take a deep dive into your financial picture. We’ll clarify your goals, surface any concerns, and gain understanding of what matters most to you.

Like a good diagnosis before a prescription, we ask thoughtful questions, listen carefully, and begin to map out your financial priorities and planning opportunities.

Step #3 — Analysis & Recommendations

In this focused 60-minute session, we walk you through our findings and personalized recommendations — always in plain language and grounded in your goals.

We’ll cover:

How to refine your retirement plan
Strategies to reduce taxes and optimize income
Evidence-based investment insights and opportunities
Ways to strengthen your wealth, estate, and legacy planning

You’ll receive practical, actionable guidance — no jargon, no pressure. Just a clear, professional perspective to help you decide if our approach aligns with your needs.

Think on It

At the end of this process, we encourage you to take your time before making a decision.

We’re not looking for quick transactions — we’re looking for long-term relationships built on trust, alignment, and shared values.

Ask yourself:

Do I like, trust, and respect the team at Riddell Wealth Management?
Will the value they provide exceed the cost of their services?
Do I understand and agree with their investment philosophy?
Do their recommendations make sense to me?

If it’s not the right fit, we’ll gladly refer you to another professional with the right expertise. There’s never a hard sell — only support in helping you make the best decision for your financial future.

Step #1 – Book a 30-Minute Intro Call