Located in Conestogo ON
garyward01@rogers.com
Background:
Coming soon
Primary activities:
Mutual funds / Segregated Funds
Retirement planning
Insurance (Life, Disability & Critical Illness)
Branch Manager, Investment Funds Advisor, CEA (Certified Executor Advisor), C.I.M. (Certified In Management)
coryedwards@befinancial.ca
Background:
With over 20 years of banking, financial & income tax experience, Cory takes the time to understand your needs. Specializing in helping people create a path to their retirement and determine the best mix of income from pensions, CPP, OAS, RRSP's and non-registered investments in order to minimize the income tax you pay.
Primary activities:
Mutual funds / Segregated Funds
Retirement & Income Tax Solutions
Health & Life Insurance (Disability & Critical Illness)
Travel Insurance
Income Tax preparation
Located in Walkerton ON
wpoechman@gmail.com
Background:
Coming soon
Primary activities:
Mutual funds / Segregated Funds
Retirement planning
Insurance (Life, Disability & Critical Illness)
Office Manager
shawnawinsladebefinancial.ca
Background:
Shawna joined our team at Baker & Edwards Financial in 2022. Shawna is responsible for the daily operations of our office and customer service.
Primary activities:
Assistant to Cory
Business processing
Income Tax preparation