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.

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 Financial.

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.

He is very active in the financial services industry. Wade has been a member of Advocis for his entire career. He was the Advocis Calgary Chapter President for 2007 and is currently serving on Advocis’ National Chapter Board. He is a life and qualifying member of the Million Dollar Round Table (MDRT) .

Wade has been involved with his community and served four years as president of his community association.

Wade and his wife, Kristine, have four children and reside in Springbank.

Awards and memberships are based on insurance business only.

Job title: Financial Planner, Sun Life

Email: wade.baldwin@sunlife.com

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.