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 Ricard, CFP

Financial Planning Advisor

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.

Recent Posts

Inflation Is Not the Only Challenge

May 02, 2022

The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....

Read more

Implications of Russia’s invasion of Ukraine and what this means for the investment landscape

Mar 23, 2022

The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....

Read more

Concerned about inflation?

Mar 15, 2022

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

Read more

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.

 

CONTACT US →

Leave a Note

Please fill out the form below

Office Address

1001 Burns Street East Suite 1
Whitby, Ontario
L1N 6A6 Canada