Meet your team

Inspiring Confidence in Uncertain Times

We work together to achieve your goals

Our team of highly qualified investment professionals are here to support you in managing your wealth.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Your team of experts

Senior Wealth Advisor & Portfolio Manager

English

As the senior advisor of the Riedl Group, John oversees a team of five dedicated investment professionals who manage over $300 million in investable assets. John joins National Bank Financial with over 25 years experience in the investment industry. Prior to joining National Bank Financial in 2020, John worked as a Wealth Advisor and Portfolio Manager with a major bank owned investment firm. John started his career as an analyst and sales associate at one of Canada’s most respected institutional brokerage firms. John holds both the Chartered Financial Analyst designation from the CFA Institute and the Canadian Investment Manager designation from the Canadian Securities Institute. 

John and his wife, Victoria live in the Danforth area of Toronto and are the proud parents of fifteen-year-old Sophie, an avid dancer, sailor and alpine ski racer.  

Wealth Advisor & Portfolio Manager

English

Leigh has been providing proactive financial solutions and advice to professionals, business owners and families since 1996. Her clients are of various ages, occupations, and backgrounds, but all share a degree of complexity to their financial picture that benefits from comprehensive planning to optimize wealth. In today`s busy world, people are constantly bombarded with information and ideas. By cutting through the noise, Leigh is able to guide her clients to make proactive financial decisions that will ultimately simplify their financial lives and create value.

As part of The Riedl Group, Leigh’s focus is on developing customized wealth management solutions. Leigh holds several advanced certifications and is a member of the Canadian Securities Institute. She has her Portfolio Manager designation, CIM designation and is a licensed insurance advisor.

Leigh is an active member of the beach community where she lives with her husband and two children. She enjoys maintaining regular, consistent contact with clients in the pursuit of developing positive long-term relationships based on trust.

Wealth Advisor & Portfolio Manager

English

William joins National Bank Financial after more than 15 years in the financial services industry.  Before joining The Riedl Group in 2013, William was a financial planner with a bank owned firm where he spent five years creating and implementing comprehensive retirement and investment plans for the bank’s high net worth clients. Holding multiple designations from the Canadian Securities Institute and graduating from George Brown with a degree in Financial Planning, William is a Chartered Wealth Professional, holding the CSI’s top designation as Certified International Wealth Manager. His expertise in advanced investment and retirement strategies allow him to offer sound advice to our clients. 

Sylvia Cai

Wealth Associate

English, Cantonese

Prior to joining National Bank Financial, Sylvia worked in the financial industry since 2016 in both independent and bank owned brokerages. She graduated with a Bachelor of Arts from the University of Toronto and has completed both her Canadian Securities Course and Wealth Management Essentials courses.

She takes special interest in bridging financial planning with investment portfolio management.

Ellis Reid

Telemarketing Agent

English

Leveraging his skills and past experiences in client relationship management, finance, and creative thinking, Ellis is passionate about the wealth management industry and is focused on building enduring client relationships. 

He is a business student at Dalhousie University majoring in Finance. He has taken the initiative to expand his industry knowledge by currently pursuing the Canadian Securities Course.

Contact us

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