23 Silverstone Crescent
Keswick, Ontario L4P 4A4
Wayne is a Certified Financial Planner with over 20 years’ experience. He is passionate and dedicated in helping individuals, families and businesses achieve their financial goals. Specializing in providing uniquely tailored retirement plans, he personally advises clients on their specific needs and goals focusing on the long-term “big picture.”
Since 1996, Wayne has been providing clients with comprehensive wealth management solutions by providing advice on investment planning, insurance planning, retirement planning, tax planning, estate planning, and education savings planning. He is a member of the Financial Planners Standards Council having earned the Certified Financial Planner (CFP) designation.
Wayne’s commitment to client’s success, and doing everything necessary to make it happen is the cornerstone of his practice. A key component to success is ongoing communication through written plans, reports and newsletters, telephone calls, emails, and, most important, face-to-face meetings.
Committed to the betterment of the industry, Wayne volunteers with the Financial Planning Standards Council and mentors small business owners.
A balanced life is very important to Wayne. When he steps away from advising clients, he spends his spare time volunteering at his local church, golfing, scuba diving and travelling. He works and lives in York Region with his wife Elaine.