Riddell Wealth Management

A thoughtful and deliberate approach to managing wealth.

You’ve spent your entire working life preparing for retirement — making strategic decisions and staying focused on your goals — not unlike an athlete working toward the pinnacle of their sport. Those elite athletes don’t go it alone — they have expert guidance and support behind them, helping them formulate a plan, keep their eye on their goal, and find ways to overcome challenges.

That’s what Riddell Wealth Management can do for your retirement financial plan.

We implement strategies to help you reach your financial goals and aspirations. We manage risk through an array of investment types, insurance solutions, estate planning strategies, and processes aimed at reducing taxes and preserving and building wealth. 

Put simply, we’re here to help you steadily move toward your goals, avoiding pitfalls and setbacks, until you reach that goal you’ve always dreamed of. And then we work with you to make the most of it once it’s reality.


Who are you?

You’re 50+

You’re either retired or considering retirement, and you want to make sure your years of hard work pay off.

You’re investing $1M+

You have investable assets of over $1 million.

You’re looking for guidance

You know your investments and planning are important and complex — and you want someone with experience and insight to help you make the right choice.

 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

2024 year-end tax planning checklist

Make some key tax-planning and time sensitive steps before the end of the year and early in the new year to make a positive impact on your overall finances.

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Train arriving, symbolizing timely insights

Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

25 November 2024
Gold lost its lustre?
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18 November 2024
Bonds: Where’s the love?
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Investor Strategy

December 2024
Outlook 2025: Three in a row?
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