Reveal Financial — is an innovative financial consulting firm that provides focused, clear and unbiased information to help its clients manage and grow their wealth effectively.

What Makes Us Different? We do not sell products or are affiliated with any financial institution. We do not recommend products based on financial kickbacks or charge hidden fees. You are always in control of your own money and will never open an account with us.

Qualifications/ Who we are

Kevin Ridinger

Financial Consultant

Education

  • Attended Simon Fraser University in Burnaby, BC and Monash University in Melbourne, Australia
  • Twice named to the Faculty of Business Dean's List - Recognizes students in the top 2%
  • Awarded a Bachelor's Degree in Finance and International Business
  • Graduated with UDGPA of 4.02

Experience

  • Private financial consultant focusing on investments and retirement planning
  • Over 15 years of stock market experience buying and selling mutual funds, stocks, bonds, GICs, debentures, trusts and options
  • Financial management experience - Was Vice President of Sales and Operations for a a multi-million dollar wholesale distribution company with warehouses across BC and Alberta

Interests

  • Motorcycling, swimming, skiing, biking, hiking, basketball, soccer, volleyball
  • Music: Piano, keyboard, and guitar
  • Backpacking around South America, Central America, Morocco, Europe, Australia and New Zealand

Kevin Ridinger

Philosophy/ What we believe

At the core of our business is a drive to build long-term win-win relationships with all of our clients.

Client Relationships

  • Providing clients with clear, unbiased, uncomplicated information so that they can make informed financial decisions
  • Realizing that each client is unique and requires a customized     1-on-1 approach to both investing and financial planning
  • Building trust through transparency with regards to our fees and relationships to the financial industry
  • Responding quickly to clients' concerns as we work through life's financial changes and challenges together

Investing

  • Many mutual and bond funds needlessly cost the average investor $100,000s in fees and opportunity costs
  • Minimizing fees and transaction costs is essential to maximizing returns on investments
  • There are simpler, less expensive and more effective investments than conventional mutual or bond funds
  • Over the long-term the market will provide superior returns to fixed income

Services/ What we offer

We believe that long-term, comprehensive relationships ultimately lead to success. As a result, we only offer a single-fee, all-inclusive level of service providing support, planning and semiannual reviews.

Ongoing Support

  • Transition from your current situation to lower cost investments and accounts
  • Discuss various account types and their implications (RRSP/RRIF/TFSA)
  • Interpret pension information (CPP/OAS/DPSP/RPP)
  • Other concerns by telephone or email

Personalized Planning

  • Setting a realistic goal for retirement
  • Estimating future sources of income
  • Discussing an appropriate investment and savings strategy to achieve this goal
  • Talking about changes that you can make today to help achieve your goal

Semiannual Reviews

  • Financial landscape overview
  • Personal investment analysis and discussion
  • Asset mix changes and evaluation
  • Financial plan review and updates: Are you on track? Are any adjustments required? What money is at risk?

Contact/ Drop us a line!

Want to find out more? We serve clients across Canada! To help us get to know you and for you to get to know us better, we offer FREE information-only sessions. These are done at a time that works for you via online meeting!

Please call us at 604 618 3699 to book in a time