Entering his 37th year serving clients and offering solutions to money matters, especially about how to balance the need for income with the leisure of retirement, Ted Wernham has been winning awards and recognition for outstanding client and community service.
Clients have positively responded to his “wealth coach” model of advisory services, with an emphasis on coaching about the process of retirement.
“It really is the same approach that any other coach would use – I look for areas in need of improvement and offer advice. We build a trust relationship with our client, and client satisfaction is the winning result.”
Ted offers comprehensive evaluations of a client’s current financial status (and frustrations) and then recommends several ways by which assets can be grown, lifetime income can be predicted and protected, and taxation can be efficiently reduced. Ted offers a unique process, “From Puzzle to Blueprint” that will show you the way to living in retirement comfort, with both work and leisure components recognized as the new retirement requirement.
Ted is a Chartered Financial Services Broker (CFSB) and Elder Planning Counselor, one of the few professionals in Canada to hold both designations. Ted is a graduate from the University of Western Ontario.
Ted has served his profession on the National Board of Directors, and has chaired three national standing committees. He has received the National Quality Award numerous times, and has been recognized as “Agent of the Year”, “Manager of the Year”, and “Group Insurance Producer of the Year”. Recently, he was the Director for Canada of the Canadian Initiative for Elder Planning Studies.
His community service includes four terms as London city councillor, representing Byron, Westmount and Lambeth. He has chaired several community-based organizations including the Middlesex-London Health Unit, the London Transit Commission as well as supporting London childrens’ sports teams and organizations.
He has received special recognition as “Outstanding Young Londoner” and is an Honorary Citizen of the City of Biloxi, Mississippi, USA.
Listen to Ted’s Wealth Coach Radio program every Saturday at 1:30pm on radio AM 980, or by podcast at your leisure.