About
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Baldwin & Associates Financial Services Ltd.
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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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