About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
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.
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 has been in the financial services industry since 1993. After three years with the Bank of Nova Scotia where he was the top Mutual Fund Salesperson in Canada in 1995, he was recruited by Mutual Life, now Sun Life.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and president of Baldwin & Associates Financial Services Limited. Wade has been providing financial planning services as well as mutual funds, health, life insurance solutions and employee benefit programs with Sun Life Financial since 1996.
Wade has been involved with his community and served four years as president of his community association.
Job Title: Financial Planner, Sun Life, CFP®
Phone: (403) 266-2061 ext 2254
Email: wade.baldwin@sunlife.com
Rena Munchrath
Job Title: Associate Advisor
Email: rena.munchrath@sunlife.com
Ainsleigh Baldwin
Job Title: Administrative Assistant
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