Who We Are

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.  

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. 

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.

Marc is a dedicated finance professional with a strong academic foundation and a passion for wealth management. Graduating with a degree in Finance from the University of Western Ontario, he has developed a keen insights related to financial markets, investment strategies, and portfolio management. Marc has completed the Canadian Securities Course and currently enhancing his knowledge by pursuing the CFA designation. During his time at Western Marc was a member of the Varsity Lacrosse Team and he is also an avid Toronto Maple Leafs fan.

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.