What Does a Financial Advisor Do — and Why It Matters More Than You Think

Many Canadians still believe that financial advisors are only for the wealthy, or that we just manage investments. The truth? A great financial advisor is a long-term partner in your life’s journey, whether you are just getting started, raising a family, running a business, or preparing for retirement.

At Rideau Wealth Solutions, we provide independent, unbiased financial advice tailored to your unique situation. We believe that financial conversation should be easy to understand, built around your goals, and focused on helping you live your best life — now and in the years to come.

What Does a Financial Advisor Actually Do?

Simply put, we help you:

• Understand your complete financial picture
• Set clear, achievable goals
• Build a customized plan to reach those goals
• Make smarter financial decisions with confidence
• Stay supported and grounded during market ups and downs

At Rideau Wealth Solutions, we walk you through key areas such as:

• Setting up and understanding TFSAs, RRSPs, RRIFs, LIFs, FHSAs, RESPs, and LIRAs
• Designing an investment strategy that aligns with your goals and risk comfort
• Reviewing life, disability, and critical illness insurance to protect your income and family
• Building a realistic, tax-efficient retirement plan and keeping you on track
• Developing an estate plan that protects your legacy and minimizes tax exposure

We are not just here to grow your wealth. Our goal is to give you clarity, peace of mind, and financial confidence at every life stage.

Why Choose Rideau Wealth Solutions?

We do things differently…. and that makes all the difference.

Independent & Unbiased Advice

We’re not tied to any bank or investment provider. As a dual-licensed team, we offer a broad range of investment and insurance solutions — always chosen with your best interest in mind, not ours.

Education-Focused

We break down financial topics in plain language. Whether you’re opening your first TFSA or evaluating retirement income options, we take the time to explain your choices so you feel informed and empowered.

Personalized, Long-Term Support

This isn’t a one-time meeting. We stay connected, adapt your plan as life changes, and are always available when you need us — by phone, online, or in person.

Custom Financial Strategies

No templates here. Your financial plan is built for you, based on your values, family priorities, and personal goals.

A Real Local Team That Cares

We are a team of five local, everyday people — Barry Thompson, Jason Peterson, Elly Jordan, Linda Anderson, and Pat Lindsay — who genuinely care about our clients, many of whom are also our friends and neighbours. When you call, someone will answer. When you email, we will respond. We are in this with you for the long haul.

Who We Help

We proudly serve individuals and families across Smiths Falls, Brockville, Merrickville, Portland, Westport, Athens, Rideau Ferry, Lombardy, Perth and surrounding Ontario communities. We work with:

• Retirees and pre-retirees looking for income and estate strategies
• Families planning for education, homeownership, and protection
• New investors ready to start building smart habits
• Business owners navigating corporate planning, investing, and insurance
• Everyday people who want more personalized service than the big banks provide

Even if you are unsure what a TFSA should be doing — or if your savings are sitting idle — we are here to help you take the next step with clarity and confidence.

Backed by a National Network

Rideau Wealth Solutions is proud to be affiliated with Advice Canada, a respected national network of independent financial professionals. This connection gives us access to:

• Advanced planning tools
• Shared expertise and continuing education
• Proven best practices across Canada

What does this mean for you? You benefit from the personalized service of a local team and the strength of a national organization. You get broader insights and deeper due diligence, while working with advisors who know your name, your goals, and your community.

Ready to Take Control of Your Financial Future?

Whether you’re starting your first plan or refining your retirement income strategy, we are here to guide you every step of the way.

We offer in-person, phone, or virtual meetings — always starting with a no-pressure conversation.

Book Your Free Consultation

Serving Smiths Falls, Brockville & surrounding Ontario communities
Contact us today — your future self will thank you.

Barry Thompson
Principal Financial Advisor
Rideau Wealth Solutions