Your Wealth Advisor for Retirement and Beyond

At Riddell Wealth Management, we don’t just manage portfolios—we guide people through one of life’s biggest transitions: retirement. Our philosophy is simple. Advice should be clear, jargon-free, and built around what matters most to you. Trust isn’t a transaction—it’s a relationship, built through open conversations, active listening, and strategies that align with your goals.

Led by Evan Riddell, CFP®, based in Victoria with nearly two decades of years of experience, we specialize in helping affluent Canadians aged 50+ turn financial complexity into clarity.

We help you:

  • Turn questions into strategies
  • Translate complexity into clear action
  • Bring retirement, family, and legacy planning into sharp focus

Whether you're planning your retirement, exploring philanthropy, or building a lasting legacy, we provide the roadmap — and walk beside you every step of the way.


A Long-Term Partner You Can Rely On

At Riddell Wealth Management, our client relationships are built to last.

We serve as a trusted partner, not just a financial technician. Our team brings expertise, empathy, and personalized service to every interaction—because financial peace of mind is about more than numbers.

We're here to help you make confident decisions, simplify complexity, and stay on track—year after year.


Meet the Team

Evan Riddell B.Sc., CFP®, RRC

Wealth Advisor, Investment Advisor

person

As the founder of Riddell Wealth Management and a nationally recognized certified financial planner, Evan Riddell has spent nearly two decades helping affluent Canadians aged 50+ reduce taxes, invest wisely, and retire with confidence. Based in Victoria, BC and part of Richardson Wealth, Evan leads a dedicated team focused on delivering clear, tax-efficient strategies and personalized financial advice.

Evan holds a Bachelor of Science in Economics (with a Finance minor) from the University of Victoria. He is a Certified Financial Planner and Registered Retirement Consultant, and he currently serves on the Membership Committee of the Financial Planning Association of Canada. Prior to founding his practice in 2008, Evan worked as an economist for the Government of British Columbia.

At the heart of Evan’s approach is a commitment to truly understanding each client’s goals, values, and financial picture. His focus is on more than just investments—he builds complete retirement strategies that integrate cash flow, estate, tax, and risk planning into one cohesive roadmap.

Outside the office, Evan enjoys an active West Coast lifestyle with his wife and two young children. Together, they spend time hiking, skiing, and exploring nature. He supports and volunteers with a number of local organizations, including the Nature Trail Society, Shoreline Medical Society, The Mustard Seed, and the Children’s Health Foundation of Vancouver Island.

Mona Kazakoff

Associate, Team Coordinator

person

Mona has been an integral part of the Riddell Wealth Management team since 2020, bringing a wealth of experience and a client-first mindset to her role in operations and administrative support. With a background in executive administration at major accounting firms and publicly traded venture capital companies, Mona offers both precision and professionalism in every client interaction.

She has completed the Canadian Securities Course (CSC) and is always eager to expand her knowledge - continually enhancing our team’s ability to deliver exceptional, responsive service. Mona is fluent in both French and English and welcomes client communication in either language.

Known for her warm, thoughtful approach, Mona ensures that our day-to-day operations run smoothly and that every client experience is seamless, efficient, and personalized.

Outside of work, Mona enjoys life on the West Coast with her husband and two sons. Whether boating, skiing, entertaining friends, or cooking up something delicious, she finds joy in making memories with the people she loves.

Tracey Albert

Assistant

person

Tracey joined Riddell Wealth Management in 2022, bringing over a decade of administrative expertise to her role as practice support Assistant. With a sharp eye for detail and strong organizational skills, she ensures that our documents, presentations, and client data systems remain streamlined - helping us deliver consistently high-quality service to the individuals and families we work with.as a support administrator, where she helps keep our documents, presentations, and database organized so we can continue to offer our clients superior service.

Before joining our team, Tracey held administrative roles at respected institutions including the University of Victoria’s Faculty of Business, the University of Ottawa Heart Institute, and Compaq Computers. She was drawn to Riddell Wealth Management by our client-focused approach and the thoughtful, analytical nature of financial planning.

Tracey is passionate about cooking, her family favorites come from various Asian cuisines - from Thai curries to Japanese soba and Vietnamese pho. She and her family love to travel, with recent adventures taking them to St. Lucia, the Czech Republic, Austria, Italy, and Switzerland. At home on Vancouver Island, you’ll find them hiking, biking, or paddleboarding along the coast.

Book a Meeting


Victoria’s Trusted Wealth Advisor Team

Riddell Wealth Management has earned a reputation across Victoria and beyond for providing thoughtful, high-quality financial advice to those with more to protect and plan for.

We work with clients who:

  • Are aged 50+, either preparing for or already enjoying retirement
  • Have $1M+ in investable assets
  • Value a clear, tax-efficient plan to protect their wealth and legacy

From retirement income planning to intergenerational wealth transfer, we provide evidence-based advice—always free from embedded commissions, quotas, or sales agendas.


Our focus is simple:

Your goals. Your values. Your future.


Want to work with us?

We offer a simple, three-step introductory process designed to help you explore whether we’re the right fit—without pressure or obligation.

It’s a chance to get to know us, understand our approach, and ask the questions that matter most—so you can make a clear, confident, and informed decision.

Learn more about our three-step process


What Our Clients Say

“Evan’s sound advice and vast knowledge in financial planning has made an enormous difference with our financial matters. He has saved us lots of money by continually looking at tax implications and reviewing all aspects of our finances.

We enjoy our regular meetings with him as they are always extremely informative and valuable. He can explain complicated matters in an easy to understand way.

We feel Evan genuinely cares for our family’s financial future and we are extremely fortunate to have Evan working with us”

- RB & KB

"We have worked with Evan for many years, and we think he’s by far the best advisor we’ve ever had. Evan is proactive, knowledgeable, thorough, and extremely easy to work with. He has taken the time to get to know us, give us confidence, and has done a terrific job guiding us through the times when we both were working through to our retirement. Evan is top notch – we highly recommend him!"

- Jill & Doug Kot

"I love working with Evan and his team. They are extremely knowledgeable, kind, and helpful. Whenever I have a question, they’ll seek out an expert response and explain any detail that’s unclear to me. Evan has created a flexible financial plan that is specifically tuned to my goals and desires. I’d recommend Evan and team to anyone who is looking for a top-notch financial advisor/wealth manager."

- Kyle P

Suite 400 – 2950 Jutland Road
Victoria, BC V8T 5K2
250.298.2050
Riddell.Clients@RichardsonWealth.com