Nominated! 2015 Business Integrity Award
August 2015 — Press Release
It is with great pleasure we annunce our nomination for the Better Business Bureau 2015 Business Integrity Award. We pride oursevles on excellent service to our clients and couldn’t be happier about this nomination.
Launch of New Ad Campaign
May 14, 2015 — Press Release
Fully Subscribed Workshop on Future Finances, April 30th 2015
May 1, 2015 — Press Release
With over 70 in attendance, our April 30th Workshop on FUTURE FINANCES was a great success. Our next workshop is June 25th 2015. Free to attend, but make sure you register now by calling 510-670-3177 or by registering online HERE!
February 2, 2015 — Press Release
We’ve moved to larger offices! Were you aware of how comfortable you can be talking about retirement in our new offices? Our new office is conveniently located at 390 Commissioners Road, West, Suite 100.
Wernham in the News
November 8, 2014 — Press Release
For the third year in a row, Wernahm Wealth Management Inc. has been nominated for a prestigious London Chamber of Commerce Business Achievement Award!
Wernham Qualifies for Prestigious Ranking
October 8, 2014 — Wernham Qualifies for Prestigious Ranking
PARK RIDGE, ILL. – Outstanding client service, ethics, and profession professionalism have elevated Edward Wernham BA CLU CFSB EPC, retirement income manager, of London, ON Canada, to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table, the Premier Association of Financial Professionals ®. Ted Wernham is a Life and Qualifying MDRT member and currently a Top of the Table qualifier.
Top of the Table status is the highest level of MDRT membership and places Wernham among the top professionals in the global life insurance financial services industry. It recognizes Wernham for demonstrating exceptional professional knowledge, client service, and ethical conduct.
“Attaining Top of the Table membership in MDRT is a distinguishing career milestone reserved for a select few like Ted, who have proven that they are among the best of the best,” says MDRT President Michelle L. Hoesly CLU ChFC. “We are fortunate to have a talented and involved membership that helps MDRT to continue to be recognized as the global leader in financial services.” In addition to recognizing career accomplishments, Top of the Table membership offers Wernham the opportunity to further improve professional skills by sharing ideas and best practices with other leading professionals at the Top of the Table Annual Meeting and other educational forums.
For more information, contact Wernham Wealth Management Inc. at 519-670-3177 or at [email protected].
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is a global independent association of more than 38,000 of the world’s leading life insurance and financial services professionals from more than 450 companies in 74 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
WHAT THEY SAID ABOUT US … in the Toronto Sun
Ted Wernham, a former member of city council, is a wealth coach who provides financial and income management advice, including how to save taxes. He operates Wernham Wealth Management in Byron, Ont.
He declined to comment on any particular tax shelter.
“We don’t participate in these schemes,” Wernham said. “In fact, we warn people about these schemes.”
The Canada Revenue Agency decision to audit participants in them “is righteous and valid.”
“The old story about something too good to be true usually is,” Wernham said. “If the motivation is greed, rather than good, it is probably bad.”
He said he worries about the effect on legitimate, long-standing charitable organizations such as Foundation London, the Salvation Army and the Poppy Fund.
“People shouldn’t think that charity has become a bad word.”
WHAT THEY SAID ABOUT US … in the Financial Post
July 6, 2012 — Writing a will can be as fun as pulling teeth, Maximizing Asset Value
While blended families often struggle with what is fair versus what is equal when dividing up assets, it’s important not to forget what is financially smart.
Financial planner Ted Wernham of Wernham Wealth Management said some people overlook the tax complications of estate planning in an effort to be fair when they divvy up property. He said he had a client who didn’t know RRSPs generally flow tax-free to a spouse but are fully taxed by a child beneficiary.
“The client had remarried and wanted to leave the RRSP money to the children and the cottage to his wife. Totally wrong for tax reasons. He thought that was the best equality to pursue,” said Mr. Wernham, who said he helped his client rearrange the estate plan and saved the estate “tens of thousands of dollars.”
Estate planning discussions, like many financial conversations in families, can be highly emotional and unearth conflicting beliefs, especially in blended families. But the experts agree the conversation is necessary as early as possible.
“Just as soon as you’re not giving them bottles of wine and bouquets of roses anymore. Once the romantic phase has ended, it’s time to talk about finances,” Mr. Wernham said.
Read the full article HERE.
WHAT THEY SAID ABOUT US … in the Wall Street Journal
February 8, 2012 — Practice Management Canada: Reaching More People On The Radio
TORONTO (Dow Jones)–Promoting a product is no longer the key tactic for advisers to reach potential clients. For many of them, marketing their knowledge and experience is increasingly more effective, allowing them to cast a wider net and attract people to listen.
“People are fed up with glossy brochures,” says Ted Wernham, a certified financial services broker and principal of London, Ontario-based Wernham Wealth Management Inc.
So instead of meeting people just to offer products, Wernham opted to offer a free 2.5-hour seminar four years ago on helping boomers create a retirement blueprint. And these days, he also conducts a radio program every Saturday afternoon entitled “Building Wealth” although his services still include offering segregated funds, annuities, life insurance an critical illness insurance.
At the monthly seminars, Wernham sticks to helping people craft a retirement blueprint. His weekly radio shows that are also archived through online podcasts cover a wider range of topics, such as new tax initiatives, arranging estate plans for a second spouse or the children of first marriage, or government initiatives for old age security. Although he spends roughly C$1,000 per month on both projects, the investment seems to be paying off. Over the past few years, close to 100% of the prospective new clients who call his office have heard him on the radio. Just recently, he heard from a couple who had been listening to his program since it was aired for the first time three years ago. They are now clients. “I wanted to create an environment that would attract people for us to provide knowledge” says Wernham. “It’s a process of familiarity.”
Read the full article HERE.