Riley Klassen Headshot
Riley Klassen
Financial Advisor

“I help my clients achieve and enjoy financial security”

Licensed in 1999 as a Financial Advisor and holding the prestigious FCSI designation and a B.Sc. in Engineering, Riley has succeeded in providing his clients excellent investment advice and retirement planning.

Riley prides himself in remembering time-weathered investment truths. This includes an understanding that markets and industries cycle over time and that higher risk does not necessarily mean higher returns. Investment goals can be achieved through a variety of investments and that patience and discipline are essential to building wealth. There are no get-rich-quick alternatives.

Riley’s approach involves regular client discussions to ensure the best investment and retirement planning decisions are made. Over the long-term you’ll be sure to reach your desired destination – a comfortable and well-funded retirement.

Services we offer

Financial Planning

Whether planning to build a home by the lake or help your entrepreneurial child launch a business, you need a well-conceived plan in order to succeed.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future.

Longevity Planning

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labour.

Unique solutions for business owners and entrepreneurs.
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Helping physicians address their unique needs
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Nurturing wealth so you can live a longer, better life.
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Confidently manage your new assets with the guidance of our experienced team
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A pragmatic approach to wealth management
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Understanding the challenges women face and how to help.
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Sophisticated expertise in planning for today and future generations
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News & resources

On December 16, 2024, the Leader of the Government in Canada’s Ho...
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Tax Planning
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
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Retirement & Estate Planning
Markets Closing Out a Good Year Despite Uncertainties
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Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
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Tax Planning
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Striking the Right Balance.
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Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
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Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
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Tax Planning
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
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Tax Planning
Do U.S. Elections Affect Canadian Markets?
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Markets & Investing
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

A certification of skill – a commitment to serve