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.

08/26/2026

Don't wait for a crisis to find out there's no plan. Free review, link in bio.

The biggest estate planning risks are often the ones families never discuss.

08/24/2026

Money Sitting at a Bank? Listen Up

Book a free portfolio review using the link in bio. If you have $500K+ invested at a bank, you may be paying thousands in fees without realizing it. We'll review your investments, explain the costs, and show you what a more comprehensive wealth plan could look like.

08/20/2026

Book a free portfolio review using the link in bio. If you're paying 1% on a $750,000 portfolio, that's about $7,500 per year. We'll help you understand your fees, review your investments, and provide a second opinion on whether you're getting value for the cost.

08/14/2026

Book your free portfolio review or get a second opinion on your current financial plan and fees. Link in bio.

If you have $500,000 or more invested, there's a good chance you're paying more in fees than you realize. In this video, I explain why many investors end up in expensive, generic portfolios and how a complimentary portfolio analysis can help you understand exactly what you're paying and what you're getting in return.

08/12/2026

Book a complimentary portfolio review: link in bio.

If you have over $500,000 invested with your bank, you may be paying far more in fees than you realize. In this video, I explain how investment fees work, what they could be costing you each year, and why getting a second opinion on your portfolio could make a significant difference.

07/31/2026

Most investors assume their advisor is actively managing their money. But if your portfolio rarely changes, are you really getting the advice you're paying for? Our complimentary portfolio analysis shows you exactly what you own, what you're paying, and how your strategy compares. Book your free portfolio analysis.

07/22/2026

📅 Book a complimentary portfolio review: [Link in Bio]

Most people spend time choosing a financial advisor, but very few ask what happens if that advisor retires before they do.

Retirement planning can be a 20 to 30-year relationship. It's important to understand not just who you're working with today, but who will support your plan in the future.

Before committing to an advisor, ask about succession planning, team support, and how your financial plan will be managed long-term.

07/20/2026

Your Mutual Funds Could Cost More Than You Think

Book your free portfolio review through the link in bio.

When was the last time you reviewed your bank or credit union mutual funds?

Many investors are paying more in fees than they realize, and some don't even know they're paying fees at all. A portfolio review can help uncover hidden costs, show how your investments have been performing, and determine whether there may be better options available for your goals.

If it's been 6 to 12 months since you've reviewed your investments, now may be a good time to take another look.

07/15/2026

Book your free portfolio comparison through the link in bio and see how your investments stack up.

Many Canadians have investments sitting in bank or credit union mutual funds without realizing how much they're paying in fees. Even a small reduction in fees or a modest increase in returns can make a significant difference over time.

As independent advisors, we aren't tied to any specific products. Our focus is helping you build a portfolio aligned with your goals while keeping costs in mind.

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.

Address

Edmonton, AB

Telephone

6046990874

Website

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