August 2026 Newsletter

John Ridd - Aug 07, 2026

At anytime, if you would like to speak with us, please do not hesitate to reach us directly by phone 905-727-5040 or e-mail Ridd.Associates@nbpcd.com. We would be happy to speak with you.

 

We also now have a new booking website. We invite you to book your Video, in-person or phone call with any member of our team at a date/time that is convenient for you.


 

Market and Portfolio Update

We invite you to view our market and portfolio update for August 2026.

Read More

 


client loyalty badge

 

We value your feedback. It helps us improve my products and services and meet your evolving wealth management needs in the way that resonates with you best.

We are pleased to share that I have been recognized by our firm as a top Investment Advisory team in the category of Client Loyalty and Satisfaction in a recent client survey.1

If you were contacted for the survey and took the time to complete it, we thank you for providing valuable feedback and for the continued trust you have placed in me to manage your family’s financial needs. This survey is not the only opportunity to provide input on what is working well and what we can do better. We are always available for these conversations.

If you know other families who could benefit from our advice and the BMO Private Wealth offering, please consider making an introduction, as I am currently welcoming referrals.

Thank you for your business and loyalty.

Regards,

 

John G. Ridd, PFP® CIM®, FCSI®
Senior Wealth Advisor l Senior Portfolio Manager
BMO Nesbitt Burns

Victor Lu, CPA, CA, CFA, CFP I Investment Advisor
Megan Lisowski I Senior Client Service Associate

c/o BMO Bank of Montreal, 15252 Yonge Street, Aurora, ON, L4G1N4
c/o BMO Bank of Montreal, 668 Wellington Street East, Aurora, ON L4G 0K3
BMO Nesbitt Burns, 16775 Yonge St., Suite 221 Newmarket, ON L3Y 8J4
Office: (905) 727-5040 | Fax: (905) 830-9538
Cell: (289) 231-9557 | Toll free: 1(800) 651-5952
john.ridd@nbpcd.com l Ridd & Associates Wealth Advisory Group

 

  1BMO Private Wealth Net Promoter Score (NPS) Client Survey. F'24-F'26.


 

We hope you enjoyed this month's newsletter.

If you know someone who can benefit from our commentary or services, please feel free to forward this newsletter to them.

Warm regards,

Ridd & Associates Logo