Come meet with us!

Our goal is to help you plan a secure retirement. To do this, we concentrate on process. We gain a detailed understanding of your current financial situation and your lifestyle goals for the years to come. Then we help you put a plan in place to achieve them. It’s simple stuff, but the details are critical. We are pretty good at the details!

Simply call 519-670-3177 to arrange a no-obligation consultation and we will introduce you to our Retirement Blueprint process. We are excited about what we do—soon you will be, too!
Arrange a consultation today!

We are:


Ted Wernham

Retirement income and asset manager, President & CEO

Entering his 44th year of professional service, Ted Wernham, BA CLU CFSB EPC, is acknowledged as one of the leading Retirement Income Planners in Canada.

In 2014, 2015, and 2016, he was recognized as the Number 1 investment advisor in Canada, of 6,000 associates, at Hub Financial.  

He has earned recognition as one of the highest-ranking members of MDRT, the Premier Association of Financial Professionals, worldwide.  He is a four time Top of the Table qualifier.

He is the host of Retirement Ready Radio, heard weekly on Corus Entertainment CFPL AM 980, or available by podcast at any time, at:

His firm has been nominated for the London Chamber of Commerce Business Achievement Award 2017, and the Better Business Bureau Integrity Award 2017.

He is a international Best Selling Author, contributing to “Journeys to Success – Volume 7”

In 2015, he was the Key-note speaker at the Annual Canada Sales Congress.

Ted was a Director of the Canadian Initiative for Elder Planning Studies, and is a frequent speaker recognized as an expert in retirement income planning.

Currently, Ted has been invited to the elite membership of the Retail Advisory Council at Empire Life, and the President’s Council at Hub Financial.

Previously, he served as a National Director of the Financial Advisors Association of Canada, and currently lectures at their Atlantic School.

During his Board tenure, he Chaired four National Standing Committees of the Association, and is a National Quality Award winner.

In his Community, he has Chaired the Middlesex London Health Unit, the London Transit Commission, and the Planning Committee of the City of London.

He served four terms on City Council for the Corporation of the City of London.

He has been a member, or continues to serve, on many Boards.  

He frequently contributes charitably, either through donating money, or his time.

Ted is a Polio survivor.

Ted and his wife Earlene reside in London, Ontario, Canada and are parents to eight, and grandparents to six children.

Contact Ted


Tom Wernham

Senior Associate

Tom worked for London Life Insurance Company for 22 years, taking on ever-increasing responsibility during his tenure. He left London Life and became the Vice President for Ontario of a major financial institution, leading a team of over 200 successful salespeople. In 2012 Tom joined his brother Ted at Wernham Wealth Management, bringing over 30 years of financial services sector experience to the firm.

A few days per week inevitably turned into a full time job. Tom is now busy applying his considerable skill set to sales and management roles at Wernham. “After so long in the harness, I found that I’m not very good at retirement,” he laughs. The thing Tom likes best is meeting clients old and new. He looks forward to helping them set their financial house in order. 

Outside of work, Tom spends a lot of time with his wife, three children and two grandchildren. His other loves are travel, reading, and the outdoors.

Contact Tom