Russ McEdwards CFP
Russ began his career with a major life insurer and J.A. McEdwards Insurance Brokers in 1975. In 1996 he left the insurer to concentrate on the development of J.A. McEdwards Insurance Brokers

In 1999 Paul Whitwell joined Russ and in 2002 they partnered in the firm McEdwards & Whitwell Financial Planning Inc.

Russ received his Bachelor of Arts from McMaster University in 1975, his Chartered Life Underwriters designation in 1980, his Chartered Financial Consultant’s designation in 1989 and his Certified Financial Planner’s designation in 1996.

Russ is licensed not only for Mutual Funds, Guaranteed Certificates, Segregated Funds, Life Insurance and Group Benefits but is also a Registered Insurance Broker in Ontario.

Russ maintains his Mutual Fund license in Ontario, Alberta and Quebec.

Russ has participated in Industry organizations being the past president of the Hamilton Life Underwriters Association and Chair of the Chartered Life Underwriters of Hamilton.

He is a Hamilton resident and is married with four children.

Among his community activities he is presently the Chair of the Capital Campaign for the Mark Preece Family House – “a home away from home for families of patients at the Hamilton General Hospital intensive care unit”

Russ specializes in clients with investable assets of $200,000 or more and works with mid size Companies on their employee benefit programs.

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Paul W. Whitwell, CFP
Paul graduated from Brock University in 1974 with a Bachelor of Science in Biology. In the fall of 1974, he began his career with an Insurance Company and spent 13 years with them in the role of a sales representative and manager.

In 1987, Paul accepted the position of Manager of Agency Development with Manulife Financial. He worked directly with independent agents and brokers as a case consultant, and used his knowledge and industry experience to assist them with financial planning, estate planning and insurance scenarios. He also maintained a loyal group of clients which he serviced in the evenings and on weekends.

Paul left Manulife in 1998 to focus on developing his growing financial planning practice. In December 2002, he partnered with Russ McEdwards, creating a new financial services firm, McEdwards & Whitwell Financial Planning Inc.

During his 34 years in the financial services industry, Paul has obtained his Chartered Life Underwriters (CLU), Chartered Financial Consultants (CHFC), and Certified Financial Planners (CFP) designations. He offers a wide variety of investment services to his clients, including mutual funds, guaranteed certificates, segregated funds, life insurance and group and health benefits.

Paul lives in Ancaster with his wife Holly and has two children. He was an active member of the Hamilton AM Rotary Club for 11 years and a volunteer soccer and football coach in his community. He currently sponsors hockey teams in both Hamilton and Ancaster.

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Daemond Hosker

Daemond entered the financial services industry in 2007 where he worked with an independent agency in the city of St Catharines.

In 2009 Daemond joined McEdwards & Whitwell and is currently working towards his Certified Financial Planners designation.

Daemond provides various investment services to his clients, including mutual funds, guaranteed certificates, segregated funds, life insurance and group benefits.

Daemond lives in the town of Grimsby and is active in the sports of SeaDooing, ATVing, and Motorcycling.

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Calvin Smeding

Calvin has been with McEdwards & Whitwell Financial Planning Inc. since 2013. A graduate of both Insurance and Financial Services from Mohawk College. Calvin has his Life Insurance and Mutual Fund licenses and is currently working towards his Certified Financial Planning designation. Calvin is married and lives in Burlington with his wife Shannon.

Calvin provides comprehensive financial planning advice, with a focus on retirement planning, insurance planning, and investment planning. He is a firm advocate of holistic financial planning as an important component for reaching your financial goals.

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Our Team
Our team at McEdwards and Whitwell Financial Planning Inc. share a passionate commitment to high quality client service. We believe that our customer oriented focus differentiates us from other investment firms and is ultimately one of the reasons that we enjoy many long-standing relationships with our clients. 

The team consists of four qualified marketing assistants, Joanie Cunningham, Janice Francoeur, Johanne Peters and Holly Whitwell, who are instrumental in maintaining the valuable relationships we have with our clients. 

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The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Insurance products and services are offered through McEdwards & Whitwell Financial Planning Inc.