The Financial Advisor Victoria Retirees Trust
Smart. Strategic. Tax-efficient.
Helping successful Canadians aged 50+ with $1M+ investable assets reduce taxes, invest wisely, and retire with confidence.
Financial Planning That Puts You First
At Riddell Wealth Management, we specialize in helping Canadians transition from wealth- building to retirement living.
Led by nationally recognized Victoria-based financial planner Evan Riddell, CFP®, our approach is grounded in over 16 years of experience delivering clear, actionable advice to clients who want more than just investment returns—they want lasting peace of mind.
We don’t chase headlines or push products. As an independent financial advisor, our advice is completely unbiased and client-focused—free from sales quotas, embedded commissions, or proprietary products. We’re here to guide you, not to sell to you.
- Transparent, tax-focused strategies
- A customized roadmap for your lifestyle and legacy
- Personal service that evolves with your life
- A philosophy rooted in evidence-based investing and planning
- A focus on what we can control: costs, taxes, risk, and behaviour
Meet Our Team
A Victoria Wealth Advisor Who Sees the Whole Picture
True financial planning is more than just RRSPs or annual portfolio reviews. It’s about building a complete, integrated strategy where everything works together:
Investments. Income. Taxes. Estate. Risk. Legacy.
We serve individuals who:
- Are aged 50+, approaching or enjoying retirement
- Have $1M+ in investable assets
- Want a strategic, tax-efficient plan that adapts with life’s changes
You’ve done the hard work to build your wealth. Let’s help you make it last—intelligently and sustainably. Our role is to bring every piece of your financial life together—to help protect, simplify, and sustain your wealth so you can focus on what matters most.
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Who We Help
If you’re an affluent Canadian looking for clarity and control as you enter retirement, we’re here to help.
You might be wondering:
- How can I generate consistent, tax-efficient income in retirement?
- Will my wealth last through market changes and rising costs?
- How can I simplify my financial life and make confident decisions?
At Riddell Wealth Management, we specialize in helping you answer these questions with a personalized, evidence-based plan tailored to your values, lifestyle, and goals.
We offer independent, transparent advice—not product-driven recommendations—so you can feel confident knowing our only priority is your long-term success.
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Start With Our Three-Step Introductory Process
No pressure. No obligation. Just a thoughtful, three-step process designed to help you make an informed decision about whether we’re the right fit for your needs.
Start Here
Our Philosophy
At Riddell Wealth Management, we follow an evidence-based approach — grounded in academic research and long-term principles, not market noise or short-term speculation.
We focus on what we can control: minimizing taxes, reducing fees, optimizing cash flow, and staying disciplined through market cycles.
That’s how real, lasting wealth is built — and how we help you retire with confidence.
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What Our Clients Say
“Evan’s extensive knowledge of investment markets and tax regulations provide us the comfort and knowledge that we could retire when we wanted to without any worries.”
- Marlene and Rich G
“Evan takes genuine interest in achieving the best for his clients. His approach elicits a sense of trust and comfort which I appreciate greatly.”
- Fernando C
“Evan is the best thing that ever happened to our money!”
- Dorothy R and Mike D
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