Your Partners in Financial Strategy
Wade Bedard
Portfolio Manager & Investment Advisor | Manulife Wealth Inc.
Life Insurance Agent | Bedard Wealth Management Inc.
With over 15 years in the financial industry, Wade founded Bedard Financial with one goal: to help retirees and pre-retirees transition into retirement with clarity and confidence. He brings deep expertise in retirement income planning and portfolio management, but it's his personal commitment to every client that truly defines his work.
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When he’s not helping clients navigate their financial futures, Wade enjoys outdoor adventures with his family and volunteering with local minor sports teams.
Jackie Bedard
Investment Advisor Assistant | Manulife Wealth Inc.
Tax Preparer | Bedard Wealth Management Inc.
Jackie is the heartbeat of client care at Bedard Financial. With a sharp eye for detail and a deep understanding of client needs, she ensures that every interaction is handled with warmth, accuracy, and professionalism. In addition to managing client services, Jackie leads our tax preparation services – helping clients reduce tax stress and optimize their outcomes during retirement.
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Clients appreciate her approachable nature, deep knowledge, and unwavering dedication to making sure they always feel supported.
Heather Fraser
Insurance Administration
Bedard Wealth Management Inc.
Heather manages the critical details of insurance processing, ensuring that our clients’ coverage—from life and health insurance to long-term care—is handled smoothly and efficiently. With a background in both client service and administrative support, she makes navigating insurance paperwork easy and stress-free.
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Heather is known for her patience, responsiveness, and commitment to helping clients protect what matters most.
Andrea Dunn
Administrative Assistant
Manulife Wealth Inc.
Andrea plays a key role in supporting the smooth delivery of our tax services. She oversees the intake, preparation logistics, and filing processes, ensuring that every step is streamlined, accurate, and completed on time.
Her strong organizational skills and attention to detail help reduce the burden of tax season for both our team and our clients—so you can focus on enjoying life, not paperwork.
Daria Collin
Administrative Assistant
Manulife Wealth Inc.
Alexandria Office
As the first point of contact in our Alexandria office, Daria brings energy, professionalism, and a welcoming presence to the Bedard Financial experience. She assists with scheduling, communications, and day-to-day operations—keeping everything running smoothly behind the scenes.
Daria is passionate about making every client feel valued and supported, and she takes pride in creating a friendly, efficient environment for everyone who walks through our doors.