Baldwin & Associates Financial Services Ltd.
Job title: CFP®
Languages spoken: English
Area(s) served: Alberta, BC, Saskatchewan
Guiding wealth with wisdom and integrity
In my decades of working with successful individuals, families, and business owners, I’ve learned that wealth demands more than generic advice. It requires discretion, intention, and a deep understanding of what you’re working hard to protect.
My role isn’t just to manage money, it’s to serve as a long-term partner in building, preserving, and passing on your legacy. Every recommendation I make is rooted in careful analysis, thoughtful planning, and a genuine understanding of your priorities and this industry.
I take time, because your financial life deserves it.
How I Help Clients:
- Legacy-Driven Wealth Planning: Strategic financial planning designed to help grow, protect, and seamlessly transfer wealth across generations
- Discerning Investment Management: Customized portfolios aligned with your risk profile, values, and long-term vision
- Private Insurance Solutions: High-value life, disability, and long-term care strategies to help safeguard your family and estate
- Tax-Sensitive Retirement Planning: Advanced planning to help preserve lifestyle while minimizing unnecessary tax exposure
- Business Owner Strategies: Succession planning, key-person protection, and liquidity strategies for closely held enterprises
- Multi-Generational Guidance: Estate and wealth transfer planning to help ensure your values live on with your assets
If you’ve outgrown basic advice and are ready for a more thoughtful, private, and strategic approach, I invite you to connect.
Your legacy deserves more than ordinary. Let’s build something lasting.
Who we service
Learn more
Investments
Make the most of your savings and investments. There are many different investment, income and retirement options to choose from.
High net worth and affluent
Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.
Business owners general
Helping business owners take control of their finances one step at a time.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Household financial stress rising | Investment Executive
With economic conditions tightening, more Canadians are leaning on credit cards to borrow rather than to build their credit. It's a growing trend, and for many, a growing source of stress. If your debt and financial situation feels overwhelming, come talk to us. We can help you find a path forward and take some of that weight off your shoulders.
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.