Team Members
Sholpan AlashbaevaBranch Office Administrator
FINANCIAL ADVISOR
Roger W Wardell
2401 Bristol Circle, #207, Oakville, ON L6H 5S9opens in a new window
Focus Areas
- Retirement income strategies
- Estate and legacy strategies
- Business owner considerations
- Wealth protection strategies
- Sustainable Investing
About Roger
I grew up on a farm and have an appreciation for nature and the value of hard work.
I used the work ethic I developed on the farm to parlay a broadcasting career from overnight weekend shifts to covering the Toronto Maple Leafs, Blue Jays and Argonauts on radio and tv.
For the past 10-years I have been fully focused on another passion -- the world of finance. Now, I let people interview me to see if I'm the right fit for them to help them achieve their goals.
I focus on those approaching retirement and those looking to retire on their terms....
I used the work ethic I developed on the farm to parlay a broadcasting career from overnight weekend shifts to covering the Toronto Maple Leafs, Blue Jays and Argonauts on radio and tv.
For the past 10-years I have been fully focused on another passion -- the world of finance. Now, I let people interview me to see if I'm the right fit for them to help them achieve their goals.
I focus on those approaching retirement and those looking to retire on their terms....
Personal Interests
- Fishing
- Hockey
- Coaching Sports
- Spending Time with Family
- Traveling
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 06:30PM |
| Tue | 08:30AM - 06:30PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 06:30PM |
| Tue | 08:30AM - 06:30PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Fri | 08:30AM - 05:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
OakvilleMore to explore
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