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About Me

I developed a passion for financial planning as a teen, when presented with a  discussion on the effect of compound interest and early investing. The financial guidance I received at an early age, unlocked the opportunity for me to live my best life. 

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A native resident of Quinte West, my passion for alpine skiing, mountain biking and golf took me west to the recreation paradise of Alberta.  There I had the pleasure to develop a career in Group Sales, Marketing and Event Planning for Resorts of the Canadian Rockies. 

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Some years later, I returned home to enjoy raising a family waterside to the beautiful Bay of Quinte and set about a new career in finance. I gained valuable experience working as a Personal Financial Planner at a local bank. Later I joined my father-in-law at Riley Financial Group Inc., representing Freedom 55 Financial.  In 2017, I achieved the arduous task of my professional financial planning certification, Certified Financial Planner Ⓡ.

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I am deeply involved within the Bay of Quinte community, always happy to lend my planning expertise and support to local community events.  I am the proud mother of two and spend much of my time cheering at the rink, on the soccer pitch or enjoying a cup of coffee on the dock.

My Mission

Organization

Let’s bring clarity and focus to your financial life by focusing on a holistic wealth plan. I will partner with you to formulate a deeper understanding of your personal circumstances, challenges and financial position, to identify the path to meet your future goals.

Accountability

I empower financial commitment by working together to prioritize your goals.  I provide the action plan involved and regularly review your progress towards success.

Objectivity

I bring external insight to avoid emotionally driven decisions.  I will consult at key decision-making moments and research when necessary. I ensure you are informed and empowered to make your best decision.

Proactivity

I will work with you to be financially prepared and anticipate challenges by creating the action plan necessary.

Education

My commitment to continuing education in personal finance will bring a level of current expertise that enables me to provide customized recommendations.

Phone: 613-771-1244 email: info@rileyfinancial.ca

The information on this website is intended for residents of Ontario only.

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​Insurance products, including segregated fund policies, are offered through Riley Financial Group Inc., and Investment Representative Wendy Riley offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

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© 2023 Wendy Riley. All Rights Reserved.

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