EVAN RIDDELL, BSc, CFP® , RRC; Wealth & Investment Advisor, Riddell Wealth Management, Richardson Wealth, Victoria, BC
EVAN RIDDELL
“There’s nothing more gratifying than showing a client that
the life they dream of isn’t just possible—it’s already within reach.”
Helping Clients Achieve Their "Aha" Moment
For Evan Riddell, Wealth and Investment Advisor at Riddell Wealth Management, there is no greater reward than helping clients realize that the future they envision is not just possible—it’s already within reach. "Many of my clients come to me with uncertainty—whether it’s about tax burdens, income security, or what life will look like after retirement. My role is to provide clarity, structure, and a proactive plan, helping them gain confidence and focus on what matters most." says Evan.
With a background in economics and financial planning, Evan combines technical expertise with a deeply personal approach. He goes beyond spreadsheets and returns, ensuring clients feel heard, understood, and fully supported in every aspect of their financial lives.
A Better Approach: Independence, Transparency & Evidence-Based Investing
In 2024, Evan made a significant change when Riddell Wealth Management transitioned to Richardson Wealth, a firm recognized for delivering unbiased wealth advice and its client-first approach.
"Moving to Richardson Wealth felt like the right decision," Evan explains. "It gave me the independence to choose the best investment options globally for my clients—without the conflicts of interest common at larger banks and wealth firms." Unlike traditional financial institutions that offer proprietary investment products, Richardson Wealth allows Evan to take an evidence-based, globally diversified approach.
"Many firms push actively managed funds with high fees and inconsistent performance. Research consistently shows that these strategies tend to underperform in the long term,” says Evan. “We focus instead on broad-based, tax-efficient, and low-cost index investing, which aims to offer better returns at a fraction of the cost."
Additionally, this transition has reduced overall costs for clients while enhancing the resources available to high-net-worth individuals. This allows Evan and his team to continuously refine the planning support and services they offer.
The Challenges Clients Face: Taxes, Complexity, and Uncertainty
Evan and his team specialize in helping clients aged 50 and over navigate the transition into retirement with confidence. "Our clients aren’t trying to beat the market or manage their own investments—they want peace of mind. They want to be sure their wealth is structured to minimize taxes, maximize income, and help ensure financial stability throughout retirement." One of the most common concerns? Taxes.
"Almost every client we work with faces tax-related challenges—whether it’s coordinating multiple income streams, optimizing withdrawals, or minimizing estate taxes,” says Evan. “Unfortunately, many accountants focus on past filings rather than proactively planning for the future. We take a forward-thinking approach, making small adjustments that can have a big impact over time."
A High-Touch, Holistic Approach to Wealth Management
What sets Evan apart isn’t just his technical knowledge, but the strong personal relationships he builds with his clients. "We don’t just manage investments. We get to know our clients' stories—their families, dreams, and concerns. We’ve been there to celebrate milestones and provide support during life’s toughest moments." This high touch, proactive approach is why clients often describe working with Evan as organized, professional, and caring. "Our clients trust that we’re always looking ahead, and ensuring everything that needs to be done is taken care of. They don’t have to chase us down or worry about missing a critical decision—we work with our clients to handle it for them."
Retirement: More Than Just Money
While financial security is crucial, Evan believes that retirement’s real challenge often lies in the emotional transition. "Many people focus so much on the numbers that they forget to ask: ‘What will I actually do when I retire? What gives me purpose?’" During his financial planning process, one of the first questions he asks clients is:
“What does your ideal first day of retirement look like?”
For some, it’s about travel and adventure. For others, it’s about strengthening relationships, giving back, or finally pursuing a long-held passion. "We help clients bridge the gap between financial security and personal fulfillment. Retirement isn’t just about having enough money—it’s about having the freedom to live the life you want."
Carmen Morgan is a skilled business writer and storyteller, collaborating with business owners and executives to tell their stories and share perspectives on growth and success, as well as perseverance and adversity. Over two decades she has refined her interview, writing and editing skills to capture the nuggets and captivating details that engage readers and make a story memorable.
Evan Riddell, B. Sc., CFP® , RRC
Wealth Advisor, Investment Advisor
2950 Jutland Road, Suite 400
Victoria, BC, V8T 5K2
250 - 298 - 2050
The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates. Richardson Wealth is a trademark of James Richardson & Sons, Limited used under license. Richardson Wealth Limited, Member Canadian Investor Protection Fund