John G. Ridd, PFP CIM FMA FCSI
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Vice President, Wealth Advisor and Portfolio Manager |
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Tel: (905) 727-5040 |
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Fax (905) 727-2046 |
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E-mail: john.ridd@nbpcd.com |
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The Ridd Schultz Wealth Advisory Group Offices
BMO Nesbitt Burns -Yonge and Wellington
15252 Yonge Street, Aurora, ON L4G 1N4
BMO Nesbitt Burns - Bayview and Wellington
668 Wellington Street East, Aurora, ON L4G 0K3
BMO Nesbitt Burns -Newmarket
16775 Yonge Street., Suite 221 Newmarket, ON L3Y 8J4
- John is a Portfolio Manager and has been a Wealth Advisor with BMO Nesbitt Burns for over 17 years and holds the Personal Financial Planning (PFP), Canadian Investment Manager (CIM®), Financial Management Advisor (FMA) designations and is a Fellow of the Canadian Securities Institute (FCSI® ).
He is an Insurance Advisor with BMO Nesbitt Burns Financial Services
Inc. Prior to BMO Nesbitt Burns, he worked directly for BMO Bank of
Montreal for seven years in various positions involved in both personal
investment lending & commercial lending. In all, John has over 29
years experience in the financial services industry.
- John
and the team have been entrusted with over $180 Million in client
assets, not including insurance plans for estate planning purposes and
group registered plans for a number of corporate clients.
- John’s
office is located in the BMO Bank of Montreal branch in Aurora. As a
part of the BMO Financial Group, his role is designed to provide for the
more complex needs of sophisticated clients. It allows John to partner
his expertise, with that of other specialists within in the BMO
Financial Group as well as a other outside specialists and life
management professionals.
- As a result, the Ridd Schultz
Wealth Advisory Group is positioned on behalf of their clients as 'team
co-coordinators', providing clients with access to the expertise they
need in all areas essential in helping to build, protect and manage
their wealth and lifestyle.
- John not only works locally
but also lives in Aurora with his wife; Lydia, daughter; Madeline and
son; Christian. He enjoys focusing on family activities and including
golfing, skiing, physical fitness, fishing and boating.
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