​​Located in Walkerton  ON
wpoechman@gmail.com​

Background:
Coming soon

Primary activities:
Mutual funds / Segregated Funds
Retirement planning
Insurance (Life, Disability & Critical Illness)

Cory Edwards

Branch Manager, Investment Funds Advisor, CEA (Certified Executor Advisor), C.I.M. (Certified In Management)
coryedwards@befinancial.ca

Background:
With over 20 years of banking, financial & income tax experience, Cory takes the time to understand your needs.  Specializing in helping people create a path to their retirement and determine the best mix of income from pensions, CPP, OAS, RRSP's and non-registered investments in order to minimize the income tax you pay.

Primary activities:
Mutual funds / Segregated Funds
Retirement & Income Tax Solutions
Health & Life Insurance (Disability & Critical Illness)
Travel Insurance
Income Tax preparation

Cory Edwards

Tammy Miller

​Office Manager
shawnawinsladebefinancial.ca

Background:
Shawna joined our team at Baker & Edwards Financial in 2022.  Shawna is responsible for the daily operations of our office and customer service.

Primary activities:
Assistant to Bob & Cory
Business processing
Income Tax preparation

Bob Baker

Wayne Poechman

Gary Ward


​​Located in Conestogo  ON
garyward01@rogers.com

Background:
Coming soon

Primary activities:
Mutual funds / Segregated Funds
Retirement planning
Insurance (Life, Disability & Critical Illness)

Shawna Winslade

Our Team

Bob Baker

CFP, R.F.P (Certified Financial Planner & Registered Financial Planner), Investment Funds Advisor, CEA (Cerfified Executor Advisor)
bobbaker@befinancial.ca

Background:
With over 30 years of financial planning experience, Bob specializes in helping people who are nearing, or in retirement determine the best mix of income from pensions, CPP, OAS, RRSP's and non-registered investments in order to minimize income tax and claw backs.

Primary activities:
Mutual funds / Segregated Funds
Retirement & Income Tax planning
Health & Life Insurance (Disability & Critical Illness)
Travel Insurance​
Income Tax preparation