— Our partners —

Two founders. Two senior advisors. No team between you and them.

Every Ridgeview client is assigned to one of these four advisors — and works with that same person for the duration of the engagement. There are no junior associates, no client managers, no shared inboxes.

— Founding partners —

M.B.A. Ivey · Mortgage Broker Lic. M02014587 · 22 yrs

Principal residence · Estate planning

Elisabeth Bourget

Founding Partner · Toronto

Founded Ridgeview in 2003 after seven years as a private banker at one of Canada's tier-one institutions. Lead advisor for twelve of our highest-AUM client families across Ontario and Quebec. Sits on the advisory committee of two private-bank lender councils.

“The mortgage on a family home is the single largest fee event most people experience. It deserves more thought than the rate sheet.”

CFA · Mortgage Broker Lic. M04009834 · 18 yrs

Investment portfolios · Cross-border

Jonathan Whitcombe

Managing Partner · Vancouver

Joined Ridgeview in 2008 from a New York-based private bank where he covered cross-border families relocating between the US and Canada. Now leads the firm's investment-property practice and the cross-border desk in our Vancouver office.

“Half of what I do is translation — between US accountants, Canadian lenders, and clients who shouldn't have to learn either language.”

— Senior advisors —

Anika Krishnan

Senior Advisor · Toronto

CPA, CA · 14 yrs in private wealth advisory

Twelve years at a Big-Four firm advising professional-corporation owners on tax-aware financing. Joined Ridgeview in 2021 to lead our non-traditional income practice for surgeons, dentists, and self-employed executives.

Daniel Moreau

Senior Advisor · Montreal

Mortgage Broker Lic. M16004523 · 11 yrs

Joined the firm in 2019 to open our Montreal client base. Specialist in dual-residency families and Quebec notarial-act closings. Liaises with eight private-bank French-language adjudicators.

In your next consultation, you may indicate which of our partners you would like to meet first.

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