Originally founded in 1987, we became incorporated in 1993 as Gerry Ward Financial & Insurance Planning Ltd. In early 2002, we changed our name to Ward Financial Group. when Grant Scott and Kyler Smith became associated with our organization. In June 2008, Grant Scott officially retires after 25 plus years providing sound financial advice to clients. June of 2009, David Archer joined Ward Financial Group.
We have since evolved to a become a full service financial solutions firm offering, financial planning, retirement planning, estate planning, risk management solutions, group benefits and pensions & group RRSPs.
We pride ourselves on being a client focused, full service wealth management company. Integrity, professionalism and knowledge being our greatest qualities. We excel in providing personalized financial strategies in a volatile world.