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. Whether it’s complex business, changing jobs, legal, tax and estate considerations, I have a team of experts ready to assist.
I became a limited partner at Edward Jones in 2023, have my Responsible Investment Specialist (RIS) designation and I am working towards becoming a Certified International Wealth Manager (CIWM).
I am a member of the Estate Planning Council of Halton, volunteer as a hockey coach, sit on the board of a local hockey association and am a past volunteer VP of the Board of Directors of Community Living Mississauga.
As we get to know one another we will get a deeper understanding of what is important to you.
When not working, I like fishing with my two boys Alexander and Nickolay, coaching hockey, playing tennis, golf and travelling with my wife Maureen. I look forward to our paths coming together.
Focus areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Owner Considerations
- Wealth Protection Strategies
- Socially Conscious Investing
- Special Needs Financial Considerations
My Personal Interests
- Fishing
- Hockey
- Golfing
- Coaching Sports
- Spending Time with Family
Office Information
Phone Number
Roger W Wardell at (905) 829-9889- Sholpan Alashbaeva
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 06:30PM |
Tue | 08:30AM - 06:30PM |
Wednesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 06:30PM |
Tue | 08:30AM - 06:30PM |
Wednesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Web Conferencing
Additional Hours
- Web Conferencing
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- Sholpan Alashbaeva
- Branch Office Administrator
Branch Team
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