Josef Riha

Financial Security Advisor

Josef has been working as a financial security advisor since the mid–1990s, and moved to work with Caldwell Wealth & Estate Advisory, Ltd. in 2008. With a conservative manner, he believes in providing his clients with a high standard of knowledge, integrity and professionalism.

Josef’s focus on building successful client relationships is maintained by helping his clients achieve their goals using his problem solving skills, attention to detail and professional service when building financial security plans. He believes in listening to client’s goals and problems before suggesting specific financial security planning solutions.

Using a fundamentally sound financial security planning process, he can help you achieve your wealth creation goals, enabling you to concentrate on the things that are most important to you and your family.

Josef has been happily married to Vlasta for more than 45 years and they are proud parents of two children. Away from business, Josef keeping fit and spending time with his six grandchildren.

  • Michael and Josef have built and maintained our Employee Group Benefit Plan since 1999. There has never been an unanswered question or lack of communication over that time. In many instances they have gone back to the insurer and successfully renegotiated a premium reduction, even when there are no issues to be dealt with—they were just dropping in to say hi. For personal insurance Michael has looked after our family needs for 20 plus years, again with the best of service.

    Les Shemrock
    President, Reztel Communications Inc.
  • When I wanted to purchase Life Insurance, Josef and Michael were an enormous help to me. Josef has been my financial advisor for over 10 years. He has assisted Ruth and I in setting up our finances for our retirement. For my insurance they took into account all of my needs, based on family, business and cost requirements.

    Ruth and Ed Solski
  • Beata and I have been clients of Caldwell Advisory since 1996 and have worked extensively with Josef to ensure that our family and business are properly protected and prepared for the future. Regardless of whether we’ve dropped in unexpectedly or we’re there for our scheduled review Josef has always taken the time to explain things in terms we can understand, being sure not to confuse us with technical jargon that sails over our heads. Josef is great at helping us feel confident with the plans we’ve put together with him and always reassuring at times when we need it most. It is nice to have friend as financial advisor.

    Marian and Beata F.
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