Wayne works with his clients to facilitate a client-centred, value-based Life Plan that addresses the four areas of life - Home, Lifestyle, Family & Career. As a Certified Financial Planner professional, Wayne's goal is to offer his education and experience to coach people toward their vision of life. Life Planning blends "lifestyle circumstances" and "wants" with financial planning tactics to create an integrated view of the future.
Prior to joining the financial services industry in 1995, Wayne spent 6 ½ years (from 1989 - 1995) as a self-employed small business owner.
Wayne is a graduate of the Life Underwriters Association Training Course, the Canadian Institute of Financial Planning and the Financial Planners Standards Council. He has completed the course material and successfully passed the examinations for:
- Financial Services Commission of Ontario Level II Life Insurance
- Financial Services Commission of Ontario Level II Accident & Sickness
- Investment Funds Institute of Canada Mutual Funds
- Investment Funds Institute of Canada Labour Sponsored Investment Funds
- Investment Funds Institute of Canada Branch Managers
Wayne is a current CFP® Professional in good standing with FP Canada and was one of 39% of his graduating class that successfully passed FP Canada's six-hour Certified Financial Planner (CFP®) Examination.
He has been married to Vivien since 1985 and has two children (and three grandchildren). Jeffrey attended McMaster University in Hamilton and completed a five-year undergraduate program in Engineering Management and then went on to complete his MBA at Schulich. He is married to Larissa and is enjoying a career as a Manager, Technical Services at Oxford Properties. Meagan graduated from George Brown College undergrad program with a Bachelor of Applied Business degree. She is married to Ben and is enjoying an interim career while they build their family. When Wayne is not in the office, he enjoys spending time with his family and relaxing on their yacht.
To schedule a meeting with Wayne, please call Dianne at 1 800 246-7095 ext 221.
