Roger Wardell, RIS

Financial Advisor

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.