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.

Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
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Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
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Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
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Sudden Wealth

Sudden Wealth

06/08/2018
Confidently manage your new assets with the guidance of our experienced team
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Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
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Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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Family Offices

Family Offices

06/08/2018
Sophisticated expertise in planning for today and future generations
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News & resources

Talking Taxes

Talking Taxes

04/24/2024
Listen to our podcast with Sonya Dolguina.
Tax Planning
April 2024: Getting Closer to Rate Cuts

April 2024: Getting Closer to Rate Cuts

04/22/2024
The first quarter of 2024 was much stronger than expected.
Markets & Investing
Planning for Changes to Taxation of Capital Gains

Planning for Changes to Taxation of Capital Gains

04/19/2024
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
Tax Planning
Garden Designs

Garden Designs

Which is better, annuals or perennials?
Tax Planning
Enriching Your Philanthropic Garden: Direct Donations vs. Structured Philanthropy

Enriching Your Philanthropic Garden: Direct Donations vs. Structured Philanthropy

Being charitable does not only consist of the act of giving; for those who donate to charities close to their heart, it’s about the impact and sustainability of those contributions.
Tax Planning
Cultivating Your Legacy: The Role of Wills in Estate Planning Through the Lens of Annuals and Perennials

Cultivating Your Legacy: The Role of Wills in Estate Planning Through the Lens of Annuals and Perennials

Estate planning, much like tending to a garden, requires careful consideration and cultivation to ensure a bountiful harvest for future generations.
Retirement & Estate Planning
2024 Federal Budget Highlights

2024 Federal Budget Highlights

04/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning
Financial Plan – The Impact of Annual vs. Perennial Tax Planning Strategies

Financial Plan – The Impact of Annual vs. Perennial Tax Planning Strategies

Reducing income taxes on a year-to-year basis is one of the most common goals and concerns clients express.
Tax Planning
Annual and Perennial Tax Season Planning

Annual and Perennial Tax Season Planning

04/17/2024
Springtime presents many opportunities during tax filing season, whether you receive a tax refund or have a tax balance owing.
Tax Planning
Preparing for Retirement | Non-Financial Retirement Planning

Preparing for Retirement | Non-Financial Retirement Planning

04/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning
Think you do not have a trust filing requirement? . . . Think again!

Think you do not have a trust filing requirement? . . . Think again!

04/01/2024
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning
Insights and Strategies

Insights and Strategies

04/01/2024
This month we look at the housing market in Canada, and specifically how interest rate hikes have put pressure on affordability, adding to inflation pressures.
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