The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Wayne Lang, CFP

Branch Owner
Senior Wealth Advisor

Wayne graduated with a Bachelors of Commerce in Business Administration from Concordia University. His early career spanned the full range of the technology industry from Systems Analyst to Vice-President of Information Systems, to Director of Strategic Planning. Key "clients" were in North America and Europe and involved mid-sized to large companies and government.


In 1992, Wayne joined his brother Steve in the financial services world as a financial advisor. Within just a few years, Wayne achieved national recognition in his career as a “Top Performer” with the Financial Planning Group. When asked to speak to his peers at a conference and share his successes, he spoke of "The Lifetime Financial Integrator" and his comprehensive approach to financial planning. This framework was and continues to be at the very core of Wayne's Financial Planning Philosophy.

Education

Sir George Williams University - B.Comm. - Business Administration

Professional Qualifications

Partner, Director and Officer (PDO)

Certified Financial Planner (CFP)

Canadian Securities Course (CSC)

Life Insurance and Accident & Sickness Insurance

Memberships

Assante Chairman's Council (since 2014)

Northumberland Learning Connection (NLC) - Chairman

Canadian Institute of Financial Planners (CIFP)

Canadian Peony Society (CPS)

Professional Experience

Financial and Investment Advisor since 1992

Currently a Branch Owner and Senior Wealth Advisor with Assante Capital Management Ltd .

Previous strategic planning experiences was gained in the Information Technology field, spanning over 25 years of working in various capacities and with companies worldwide

Published Author 
Crash? Boom! BANG!! - TurnerBooks, 1999 ISBN 1552280268 - Available at Chapters and Indigo stores and online at Chapters.ca

Hobbies
Landscaping & gardening, reading, tennis, painting, sculpture and travel. (See Wayne’s Lilac Hollow website.)

Recent Posts

2022 Multi-Asset Outlook

Dec 24, 2021

Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

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RRIF, meet JLTD

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If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Prepare for the unexpected

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The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

895 Don Mills Rd Tower 2, Suite 200
Don Mills, Ontario
M3C 1W3 Canada