Wade Baldwin*, CFP
Phone: 403-266-2061 x2254
Fax : 403-262-6609
Our Benefit Specialists
We provide education to our clients about the day-to-day administration of a group plan. We can ensure a smooth transition whether setting up your group benefits with a new insurance carrier or reviewing your plan with your existing insurance carrier. We will also streamline a plan that is suitable for your company and your employees.
Paul is originally from Grenfell, Saskatchewan and grew up in Regina. He graduated from the University of Regina in 1993 with a Bachelor of Administration degree.
Paul entered the insurance industry in 1995 and has loved his time working with several major insurance carriers in Disability and Group Insurance. He has built many long lasting relationships and friendships over the years.
Paul has been married to Ann, his wife and wonderful business partner, for nine years and has two children, Jennifer and Sean and one granddaughter, Blythe.
Paul has a passion for Canadian Blood Services; he has currently made over 260 donations and hopes to continue this for many years to come.
A native Calgarian, Ann’s career in the insurance business started in 1973. From 1989 – 2002, she worked at several major insurance firms where she gained product knowledge in all facets of the insurance industry, but primarily worked in the Customer Service area in Employee Benefits. Ann became actively involved in The Benefit Specialists Corp. in 2002.
Ann has been married to Paul for nine years and has two children, Jennifer and Sean, and one granddaughter, Blythe.
Sean is also a native Calgarian. His career started in the insurance business in October 2007. Prior to this Sean completed his real estate certification program.
Our mortgage broker, Mark Herman**
Mark is the number two mortgage broker at Canada’s largest, fully-independent mortgage brokerage, Mortgage Alliance.
*Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.
**Sun Life Assurance Company of Canada and its affiliated companies or their representatives do not endorse, sponsor nor are affiliated or associated with such third party individuals and/or organizations and make no representations or warranties with respect to any services, products or advice provided by these individuals and/or organizations.