Integrated financial planning with Wise Riddell incorporates all my goals and aspirations, in concert with my wife and family, and truly is a common sense approach to peace of mind.

- Dr. Ivor Margolis, William Osler Health Centre

Like many doctors, I didn’t think I needed anyone’s advice about financial planning, writing our wills or buying insurance. However, the state of our affairs in 2000 said otherwise. Our relationship with Wise Riddell has solidified our portfolio, streamlined our insurance needs and established a sensible estate plan. Their advice has not only earned us money but saved us money. Our portfolio is not one of their largest, I’m sure, but they give us the impression that we are just as important to them as their wealthiest clients. We have recommended Wise Riddell to friends and family and we will continue to do so in the future. I will be 70 in November and I have been retired now for five years.

- Wayne and Janice Parsons, Stratford, ON

We have been a client of Wise Riddell since 2002. Our decision was initially based on the comprehensive & secure approach they outlined for us in the management of our retirement and estate investments as well as insurance needs. Little did we know that the best was yet to come. The organization as a whole and individually have always demonstrated integrity, honesty and exemplary client service practices-respectful, considerate, always attentive and with an efficiency and promptness I have never experienced elsewhere. Their knowledge and efforts to tailor the portfolio to our needs have always made us feel secure and informed. They have regularly communicated with other professionals involved in my corporation management and decision making with mutual benefit.

Wise Riddell reflects our values and concerns both professionally and socially in a discrete manner. I strongly endorse their services and encourage you to explore the opportunities they have to offer and judge for yourself.

- Dr. Luc Rochon, Ottawa, ON