Our Team

Wade has been advising clients of IPCBurlington.ca since he started working in the financial services industry in September 2002. To best serve the needs of his clients, Wade believes in continuing education, obtaining the CERTIFIED FINANCIAL PLANNER designation in 2004. Wade continues to attend conferences, complete coursework through the Canadian Securities Institute, and has worked as a consultant in various roles with FP CanadaTM to aid in enhancing the CFP® designation in Canada.

Wade specializes in comprehensive financial planning. Utilizing financial planning strategies, Wade creates unique plans using effective strategies to build and maintain wealth. In addition to providing comprehensive financial planning advice for individuals and businesses, Wade is a licensed insurance agent specializing in wealth transfer strategies. Wade has clients in several provinces, including Ontario, Alberta, British Columbia, and Nova Scotia.  

Find out more about CFP

Fee for service financial planning services, insurance products and tax services available through WJTL Financial Inc.