Our Team

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.)