Rideau Wealth Solutions – Where Professional Expertise Meets Personal Care

At Rideau Wealth Solutions, our strength lies in our people and the personalized service we provide to every client. We are proud to serve families, retirees, professionals, and business owners across Ontario with customized financial strategies that grow and protect their wealth over the long term.

Our collaborative, client-first approach is at the heart of everything we do. We combine trusted advice, investment expertise, and planning insight with a national network of partners and resources to help our clients feel confident about their financial futures.

Barry Thompson, Jason Peterson, and Pat Lindsay are the financial backbone of Rideau Wealth Solutions. As experienced financial advisors, investment, insurance specialists, and planners, they bring a wealth of knowledge and strategic thinking to each client relationship.

They work closely with Canada’s top financial institutions to build investment portfolios, retirement strategies, and protection plans tailored to your life, your goals, and your legacy.

Our outstanding administrative team – Elly Jordan and Linda Anderson – is in office five days a week and provides essential day-to-day support for both clients and advisors. They ensure everything runs efficiently and every client’s experience is smooth, personal, and responsive.

From scheduling meetings to assisting with account services, Elly and Linda are dedicated to helping our clients feel cared for at every touchpoint.

To provide truly comprehensive financial advice, we collaborate with a trusted network of industry specialists. These professionals help us expand our offering and deepen our planning support:

• Trevor MacLeod, CFP – Advice Canada
• Paul Bethel, CFP, CLU, CIM – Financial Planning Consultant
• Cem Esen, RIS – Regional Sales Manager, Wealth Management
• …and many other professionals whose insights and collaboration help us better serve our clients every day.

We are proud to be a local firm with a province-wide reach. While based in Smiths Falls and Brockville, we work with clients across Ontario — from urban professionals and rural business owners to retirees and families planning their next chapter.

At Rideau Wealth Solutions, you can expect:

• Personalized financial planning focused on your life goals.
• Experienced, advisors who listen and guide.
• Responsive administrative support and client care
• Access to a national network of financial and insurance experts