Waddington Wealth Management Group

Waddington Wealth Management Group Waddington Wealth Management Group provides retirement and financial planning solutions for families and professionals.

After calling many places across Western Canada home, my family and I have put down roots in Edmonton – and we couldn't be happier with our choice. Throughout my life, I've always been drawn to community involvement through sports, local events, and clubs. There's something special about being part of a place where neighbors look after each other and helping hands are readily extended. These commu

nity values shape how my wife Liz and I are raising our three boys – AJ, Bennett, and Caden. You'll often find us participating in local charities and events or exploring everything our area has to offer as a family. My community involvement has included serving as a director for both our local Chamber of Commerce and Hospice Society, as well as being an active Rotary Club member. These days, though, my volunteer calendar is filled with coaching my sons' hockey and lacrosse teams – and I wouldn't have it any other way! My commitment to helping others naturally extends to my professional life as a financial advisor. I combine my passion for supporting people with my expertise in wealth management and planning. I take pride in creating clear, effective financial plans and helping clients navigate what can often feel like the confusing world of investing. Whether you're planning for the future or already enjoying retirement, I'm dedicated to developing a personalized plan and providing ongoing support every step of the way. Let's work together to secure your financial future — with the same care and commitment I bring to my family and community.

07/03/2026

Book a free portfolio review through the link in my bio.

We recently worked with a client who thought his investments were taken care of at the bank. When we dug into it, he was fully in mutual funds and paying over 2% in fees, without getting real advice or planning.

We restructured his plan, optimized how he was saving, moved his investments into the right accounts, and reduced his overall costs.

This is something I see all the time.

If your portfolio is sitting in bank or credit union mutual funds, let’s take a look and make sure you’re not overpaying for what you’re getting.

Looking forward to creating another Canada Day memory with Liz and our rapidly growing boys!
07/01/2026

Looking forward to creating another Canada Day memory with Liz and our rapidly growing boys!

06/29/2026

Book a complimentary 30min portfolio review to see what you're really paying and if it makes sense for you. Link in bio.

If you’ve got $300K, $500K, or more invested with your bank, you probably think you're getting better fees and service. Most people aren’t. Many are still paying 2%+ in the same funds from day one. That can mean $10,000 a year or more in fees at $500K. If you’ve never compared what you're paying vs what you're getting, it’s time.

06/25/2026

Book a quick call or join my free retirement webinar, link in bio.

What’s next for the markets now that major global tensions have eased? We’re seeing signs of slower global growth, but not enough to signal a full downturn. The U.S. dollar has stayed strong, interest rate expectations are shifting, and opportunities may be opening up globally. The key takeaway is simple—stay diversified, stick to your plan, and focus on long-term strategy instead of short-term noise.

Happy Father’s Day, Dad. Thanks for always being the one I could talk things through with—no matter what. Your support h...
06/21/2026

Happy Father’s Day, Dad. Thanks for always being the one I could talk things through with—no matter what. Your support has meant everything. And watching you as a Grandpa now… even better. The boys are lucky to have you.

06/19/2026

Have your current setup reviewed and make sure it actually protects your family. Link in bio.

Banks often bundle mortgage insurance without explaining how it really works. Coverage declines as you pay down your mortgage, but your premiums stay unchanged.

If a claim happens, your health is reviewed after the fact, which can lead to denied payouts.

With personal life insurance, you’re underwritten upfront and your family is protected when it counts.

06/15/2026

I can review your current setup and show you exactly what you’re paying, book a quick consult at the link in bio.

Most people don’t realize what’s coming out in fees. I recently reviewed a portfolio where thousands were being lost to hidden mutual fund costs with little to no planning in return. If you’re not sure, it’s worth a second look.

06/10/2026

If you want to be intentional about the legacy you leave, let’s talk. Book a conversation through the link in bio.

Legacy planning isn’t just about money — it’s about the values, habits, and lessons we pass down.

The way we talk about money, handle stress, and celebrate success shapes the next generation more than we realize.

06/05/2026

Book a complimentary consultation or register for my free retirement webinar through the link in my bio.

Should you focus on paying off debt or start investing? The answer is not as simple as most people think. In this video, I break down why interest rates, time, and strategy matter more than blanket advice. Learn how to make a smarter decision that actually moves you closer to your long-term goals.

06/01/2026

Someone commented, "real estate never goes down" — but the numbers tell a more complicated story.

In this short, we break down the hidden costs of owning rental property, including property taxes, maintenance, vacancies, strata fees, financing costs, and why appreciation alone isn't an investment strategy.

Real estate can be a powerful wealth-building tool, but only when you understand the full picture.

Address

Edmonton, AB

Alerts

Be the first to know and let us send you an email when Waddington Wealth Management Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Waddington Wealth Management Group:

Share