Dedicated to your financial needs

Buddy's Philosophy

I work with clients of all financial acumen, wealth and age. I do not discriminate based on the size of your investment portfolio or your profession. Experience tells me there is a lot of poor advice provided and you should benefit from what I have to offer.

My clients benefit directly from my strong financial experience and my desire to “Make a Difference” by:

Being honest, professional and putting the interests of my clients first
Providing high quality financial and investing advice backed by many years of experience
Providing clients with a disciplined approach that achieves results
Communicating with clients in an effective and timely manner
Being fully transparent about my business and the financial services industry
Providing a high-level experience for a very reasonable fee

The majority of my clients come to me by way of referral. I am delighted to meet with any individual or family that is committed to achieving their financial objectives and can benefit from my services. Please contact me at 905-332-7861 or direct at 289-636-4448 if you have any questions or would like to schedule an appointment.

Wilfred (Buddy) Edge CPA, CGA, CIM, MBA Photo

Wilfred (Buddy) Edge CPA, CGA, CIM, MBA

Associate Portfolio Manager - MANULIFE WEALTH INC
LIFE INSURANCE Agent - MANULIFE WEALTH INSURANCE SERVICES INC.

Buddy is a finance professional with 30 years of business experience as a professional accountant and investment advisor and this experience makes him unique in the financial services industry. Buddy has a significant amount of experience in finance, tax, financial planning and capital markets. He has held several senior executive finance roles over his career such as VP Finance/Controller of an automotive manufacturer and Chief Financial Officer of a TSX listed company. Over his career he has managed hundreds of millions of dollars in cash and investments and advised business owners and executives on effective strategies to build wealth, minimize tax and utilize capital. In 2009, he recognized the need in the marketplace for an investment advisor with his unique experience and skill set to help individuals and families build and retain wealth. Buddy has earned several professional designations that provide the foundation for his success in managing the wealth needs of his clients. Buddy is a Chartered Professional Accountant in good standing, he holds an Executive MBA from Athabasca University and has earned the Chartered Investment Manager designation (CIM) in 2012. The CIM designation is a portfolio manager designation granted by the Canadian Securities Institute. Buddy has been involved in several volunteer roles in his community and currently sits on the Board of Directors and is Treasurer for a local not for profit organization in Milton, Ontario. Buddy is also a coaching instructor and has enjoyed many years of coaching amateur hockey.

Paula Yule Photo

Paula Yule

INVESTMENT ADVISOR ASSISTANT - MANULIFE WEALTH INC

Paula started in the Financial Industry in 1984 and has been a Financial Advisor Assistant since 1990. She continues to exercise her extensive office experience and provides a high level of service that has built wonderful relationships with many of our clients. Her friendly nature and attention to detail make her extremely efficient. The ability to ensure that the day to day operations of our branch run smoothly is a reflection of our success and her commitment to North Shore Wealth Management and our Team. Paula is able to maintain her balance in life by spending time with her children and grandchildren as well as having a passion for health and fitness.

Sheri Bridge Photo

Sheri Bridge

ADMINISTRATIVE ASSISTANT - MANULIFE WEALTH INC

Call 1-905-332-7861