Trusted. Local. Independent.

 

 

Waddington Wealth Management Group provides retirement and financial planning solutions for families and professionals. We work hard to earn and keep our clients' trust by working with them to create and execute a strategic plan to match their goals and objectives.

Investment Management 

We aim for the best possible returns and the lowest possible costs, giving our clients the results they deserve and the retirement they have worked hard to achieve.  

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Financial Planning 

We work with our strategic partners, including Canaccord Genuity Wealth Management’s wealth and estate planning specialists, to create and execute a comprehensive financial plan to bring your goals within reach. 

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Investor Insights 

We are committed to keeping our clients informed and educated on the financial topics and news that affects them and their families. Follow our blog to stay up-to-date on the topics that matter to you. 

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TESTIMONIAL

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As my wife and I approached retirement we decided to seek a second opinion from Quinn on our investments. By creating a Financial Plan, Quinn discovered many ways to optimize our portfolio by reducing costs, increasing returns and creating tax saving strategies that have put us in a stronger financial position moving forward.  We trust Quinn to do what is best for us and wouldn’t hesitate to recommend him. 

— K. & R. Evans

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