About Fidea
Our Story
Our
History
The story of Fidea Financial begins with a journey of faith and precision, a legacy passed down through generations of the Bauman family. It is a story rooted in the pursuit of excellence and a deep-seated belief in the importance of trust and long-term planning.
Our name, Fidea, comes from the Latin word for "trustworthy." This was the name chosen by Paul Bauman, who, in the early 1920s, left his home in the Jura region of Switzerland—a world-renowned hub for watchmaking—to seek new opportunities. After a time in New York, Paul settled in Toronto, where he opened a small watch and jewelry shop on Yonge Street in 1928, naming it Fidea Jewellers.
For over 80 years, Fidea Jewellers was more than just a store; it was a cornerstone of the community, a place where people brought their most treasured possessions to be cared for with unparalleled expertise. Paul's sons, Cliff and Rudy, carried on his legacy, each day dressed in a jacket and tie, embodying the reliability and dedication their father had instilled in them.
They became known for their meticulous attention to detail and their commitment to their customers, some of whom they served for decades. They built their business on the principle that like a fine watch, a life's most important matters—be it a cherished heirloom or a financial future—deserve expert care and a plan built to last.
While the ticking clocks of Fidea Jewellers have since fallen silent, the Bauman family’s tradition of service and trust continues. Warren and Tim Bauman, grandsons of Paul, grew up steeped in this environment of honesty and precision. They learned from their grandfather, father and uncle the value of being a steady hand and a reliable guide. They saw firsthand how a trusted expert could help people navigate life’s complexities, whether it was repairing a watch that had survived a war or helping a customer choose a piece that would last a lifetime.
Today, Warren and Tim carry on this legacy of trust and expert guidance in the world of financial advising. Just as a fine timepiece requires regular care and a well-crafted plan to keep it running smoothly for generations, your financial future needs careful attention and a strategy designed for the long term.
At Fidea Financial, we believe that the same values that made Fidea Jewellers a trusted name for over eight decades are essential for building a secure financial future:
Trust
We build our relationships on a foundation of honesty and integrity, just as the Bauman family did for generations.
Time
We understand that a successful plan is built over time. We are committed to partnering with you for the long haul, helping you make informed decisions at every stage of your life.
Expertise
We bring a meticulous, detail-oriented approach to financial advising, just as is brought to the intricate world of watchmaking.
Fidea Financial is more than just a name; it’s a promise to our clients. It is a commitment to a legacy of trust, time, and expert partnership, helping you build a financial plan that will stand the test of time.
Who We Are
We are a multigenerational team with over 70 combined years of experience in the insurance and investment industry.
We envision a future where every family has the tools and guidance to create a secure financial foundation, allowing them to pass down not just wealth, but a tradition of stewardship.
Our Pillars
Our four pillars of client expectation
01
Personalized & Evolving Guidance
What clients can expect:
We understand that every family's journey is unique and constantly changing. You can expect a financial plan that is not a one-time document, but a living strategy that adapts as your life unfolds. For young families, this means guidance that grows with your children, educational needs, and career progression. For pre-retirees, it translates into a dynamic plan that transitions smoothly from wealth accumulation to distribution and legacy, incorporating healthcare, lifestyle, and estate considerations. We'll regularly review and adjust your plan, ensuring it always aligns with your current circumstances and future aspirations.
02
Proactive & Clear Communication
What clients can expect:
You'll always be informed and empowered. We commit to proactive and transparent communication that goes beyond just reporting. This means regular check-ins, educational insights tailored to your stage of life, and clear explanations of complex financial concepts in plain language. We'll reach out to you with timely updates, potential opportunities, and reminders, ensuring you're always aware of your progress and any necessary adjustments. You'll never have to wonder where you stand or what's next.
03
Holistic & Integrated Planning
What clients can expect:
Your financial well-being is more than just investments. We provide holistic and integrated planning that considers every aspect of your financial life. For young families, this encompasses budgeting, debt management, insurance, and saving for major life events. For pre-retirees, it expands to include comprehensive retirement income strategies, tax efficiency, long-term care planning, and thoughtful legacy considerations. We'll connect all the dots, ensuring every piece of your financial puzzle works together seamlessly to achieve your goals.
04
Empathetic & Trustworthy Partnership
What clients can expect:
You're not just a client; you're a partner. We are committed to building an empathetic and trustworthy partnership based on understanding, respect, and your best interests. We'll listen intently to your concerns, celebrate your successes, and navigate challenges together. You can expect a safe space to discuss your financial dreams and fears, knowing that our advice is always unbiased, transparent, and solely focused on helping you achieve financial security and peace of mind. We're here to be your trusted guide, every step of the way.
Our Team
Meet Our Team
Financial Advisor
Warren Bauman
Guiding Legacies with Purpose
With over three decades of dedicated service in the financial world, Warren has built more than just a career—he's cultivated a calling. As an independent Financial Advisor, Warren brings a rare blend of experience, integrity, and empathy to every relationship. His passion lies in helping individuals, families, and organizations not only navigate their financial future, but deeply consider the legacy they want to leave behind.
After graduating from the University of Toronto in 1983, Warren began his career at Canada Life, gaining valuable insight in their real estate division before rising through the ranks in group administration and underwriting. His talent for strategic thinking led him to a group producer role with what is now Morneau Chapelle in 1987. Just two years later, he transitioned to North American Life as an independent life insurance and investment advisor, a path that eventually merged into Manulife in 1996. Today, Warren continues to provide clear, informed, and client-first advice, helping others maximize their financial potential while honoring their values and vision for the future.
Known for his warmth and straightforward style, Warren is a trusted partner for those seeking clarity and confidence in their estate and financial planning. Whether addressing immediate investment needs or guiding long-term legacy strategies, he encourages clients to think deeply about how they will be remembered—and how their values can live on.
Outside the office, Warren is married to Beth and takes great pride in their two daughters, Katelyn and Stephanie, son-in-law Stephen and grandchildren Tai, Evie and Caleb. He’s an avid reader and enjoys traveling, canoeing, golfing, and connecting with nature. Along with his family, Warren is actively involved in their church community, embracing a life rooted in service, reflection, and connection.
Certified Financial Advisor
Registered with Investia Financial Services Inc.
Tim Bauman
Guiding Your Family Towards Financial Growth and a Fulfilling Retirement
For over 28 years, Tim Bauman has been a trusted independent Financial Advisor, empowering families like yours to navigate the complexities of wealth accumulation and build the retirement they've envisioned. A lifelong entrepreneur , Tim recognizes the importance of proactive planning and calculated risk-taking , which he translates into actionable financial strategies for families aimed at robust wealth accumulation. As a Chartered Life Underwriter (CLU) since 2005 and Certified Financial Planner (CFP), Tim brings a depth of expertise to every client relationship. He specializes in providing clear, straightforward guidance, demystifying the intricate world of insurance and investment products, and helping you make confident decisions even amidst uncertain economic times.
Tim understands the dynamic needs of growing families. He's husband to Joy, dad to Zach (Farrah), Abbie, and Emily and Grandpa to Russell, Ottilie and Penelope . This personal experience fuels his passion for helping families secure their financial foundation, pursue their growth objectives, and ensure a comfortable future. Whether he's spending time with his family, enjoying a round of golf, or contributing to his church community, Tim values dedication, long-term commitment, and the pursuit of a well-lived life – principles he applies directly to your financial planning.
Tim's commitment to you and your family is simple: to be your trusted partner in building lasting wealth and realizing the retirement you've worked so hard for. Let's connect to discuss how we can help your family thrive financially.
Financial Advisor
Registered with Investia Financial Services Inc.
Sean Hume
Emphasizing His Unique Journey
Sean brings a truly unique perspective to financial advising, honed through a diverse career journey. Starting as an automotive mechanic, he developed a meticulous eye for detail and problem-solving. His seven years as a youth worker for Youth Unlimited instilled in him a deep commitment to service and a passion for helping others achieve their potential. Sean transitioned into the insurance industry in 2018 with Sun Life, where he quickly absorbed the strategies and insights of top financial advisors. Moving to iA Financial Group in 2021, he further developed as a product and process expert for all things insurance. Now, as part of Fidea Financial, he leverages this rich background to provide comprehensive and personalized financial guidance to help his clients achieve their unique goals.
Beyond his professional life, Sean is a devoted husband to Francesca and a proud father to Elijah, Madeline, and Hannah. He’s an avid sports enthusiast, both playing and watching, and remains deeply involved with his church community. Sean continues to serve the organization that shaped his early career, Youth Unlimited, as a board member since 2023.
Ribo Insurance Specialist / Office Manager
Beth Bauman
As our dedicated Office Manager, Beth ensures Fidea Financial stays organized and efficient. She has been providing personalized home and auto coverage to our clients since 2011 and as a RIBO licensed broker, she's passionate about helping families find the right home and auto insurance solutions. In the financial services industry since 1978, Beth brings a wealth of knowledge to the office.
When she's not in the office, you can find her enjoying a good book or relaxing at the family cottage with her husband, Warren, their two daughters, son-in-law and 3 grandchildren.
Administrative Assistant
Valentina Levermany
Valentina is an integral part of Fidea Financial team, providing essential administrative support to our clients. She joined our team in 2020 and has been an invaluable asset ever since. Her career in the insurance industry began in 2014 at Ivari, giving her a solid foundation and understanding on both sides of the industry. She excels at being the friendly and knowledgeable intermediary between our clients and the companies we work with, always ready to assist with any basic questions or concerns. When she's not in the office, you can find her enjoying a good road trip, volunteering in her church community, or taking her two dogs on a walk.
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