About Us
We work with individuals, families, and business owners to preserve what they've built and prepare for what's ahead. If you're exploring whether we offer the services you need, we likely do. And we provide the clarity, attention, and experience your future deserves. Reach out if you have any questions and to get started.
Baldwin & Associates Financial Services Ltd.
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.
CFP®
Languages spoken: English
Phone: (403) 266-2061 x2254
Email: wade.baldwin@sunlife.com
Address: 6700 Macleod Trail SE, 7th Floor, Calgary, AB, T2H 0L3 Canada

Wade Baldwin
Wade Baldwin is a distinguished advisor with over 28 years of experience, leading Baldwin & Associates in Calgary. He began his career in 1996 with the Mutual Group
Wade has held national leadership roles with Advocis, including National Chair of the Board of Directors. He’s also a past Canadian Chair of the MDRT's MCC.
Outside of work, Wade is a proud father of four and a loyal fan of the Flames, Stampeders, and Blue Jays.
Job Title: Financial Planner, Sun Life | President of Baldwin & Associates Financial Services Ltd. CFP®
Phone: (403) 266-2061 ext 2254
Email: wade.baldwin@sunlife.com
Rena Munchrath
With over a decade of experience in the insurance industry, Rena has built a career around trust, integrity, and a genuine commitment to helping Clients protect what matters most. Rena’s commitment to excellence extends beyond Client service – she is also a natural leader who thrives in team environments, mentoring colleagues and contributing to a positive, goal driven workplace.
Beyond the desk, Rena finds balance on the water – passionately paddleboarding whenever there’s a chance to escape into nature. A true animal lover, she believes in living a balanced life filled with purpose, connection, and care for both people and pets.
Job Title: Associate Advisor, Sun Life
Email: rena.munchrath@sunlife.com
Ainsleigh Baldwin
Ainsleigh joined Baldwin & Associates in 2025 to carry forward the exceptional legacy her father, Wade Baldwin, CFP, ICD.D, established over nearly three decades. As an up-and-coming financial professional, she’s committed to mastering every facet of wealth management—from tailored financial planning to risk mitigation—by learning directly from one of the industry’s most accomplished leaders. Known for her genuine curiosity and Client-first approach, Ainsleigh brings fresh energy, modern tools, and a dedication to building trusting, long-term relationships.
Outside the office, she’s passionate about supporting the Calgary community and loves exploring the Rockies with family and friends.
Job Title: Advisor Assistant, Sun Life

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