Meet The Team

Senior Portfolio Manager

Senior Investment Advisor

CFP®

CIM®

FCSI®

A member of LSBB Family Office since 2006, Wayne has over 25 years of experience in the wealth management arena and holds the designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of Canadian Securities Institute (FCSI®), and FCSI® is seen as the pinnacle achievement of financial credentials in Canadian financial services. 

Wayne believes that the protection and growth of wealth requires vision, planning and discipline. His proven approach to wealth management includes a personalized investment policy, taxation strategies, insurance strategies and estate planning strategies. As a well-rounded portfolio manager, Wayne believes that he has built his strong reputation on the foundations of trust, integrity and accountability.

Wayne is married with two daughters. In his spare time he enjoys hockey, golf and working on his cottage.

LSBB Family Office is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Senior Investment Advisor

FMA

Tara Biro holds the Financial Management Advisor (FMA) designation and brings over 22 years of financial services experience to LSBB Family Office. She began her career as a Financial Service Representative in the TD Canada Trust retail network and joined the LSBB Family Office team 15 years ago where she now enjoys success as an Investment Advisor.

Tara maintains a genuine interest in her clients and is focused on building meaningful relationships. We believe that developing strong foundations and collaborating with her clients makes her very effective at creating personalized investment plans. She feels that her clients have confidence that they can realize their financial goals and build wealth. Her knowledge and experience in the industry along with her attention to detail helps to give her clients reassurance and meet her goal of providing optimum results.

LSBB Family Office is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank

Associate Portfolio Manager

Senior Investment Advisor

CFP®

FCSI®

CIM®

Since joining LSBB Family Office in 2024, Marco has brought more than 15 years of experience with TD, where he held progressive roles across both Commercial and Personal Banking. His career journey has included leadership as a Branch Manager, trusted guidance as a Financial Planner, and advisory expertise as a Small Business Account Manager. Marco holds the designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®), the most senior and prestigious credential in Canadian financial services. He also earned a Bachelor of Arts in Business Administration with a specialization in Finance.

Marco is a firm believer in total wealth planning: a truly holistic approach that extends beyond investments to encompass tax and estate strategies, insurance solutions, and legacy planning, engaging with TD specialists where appropriate. His philosophy centers on helping families safeguard and grow their wealth across generations, creating a foundation that not only supports financial freedom today but also endures for the future. By taking the time to deeply understand each client’s unique circumstances, Marco ensures that every strategy is aligned with their values, goals, and vision for their family’s prosperity.

Associate Investment Advisor

CFA®

Associate Investment Advisor

CIM®

FCSI®

Ken joined the team in August 2015 to focus on client relationship management, business development as well as creating and executing investment strategies for our discretionary and non-discretionary client portfolios. Before joining the LSBB Family Office, Ken worked with TD Direct Investing as a Team Manager, focusing on assisting clients in managing their own portfolios. Prior to that, he began his career with one of the big six banks in the mid 1990’s where he quickly rose through the ranks over a 5-year period before joining a well-known, independent Wealth Management firm for over 10 years.

Ken was awarded the Chartered Investment Manager (CIM®) designation and also holds the Fellow of CSI (FCSI®) designation. He has received his Options and Derivatives license and has over 22 years of experience in the investment industry. Ken is married and lives in Markham with his wife. In his spare time, Ken enjoys fishing, the outdoors, and practices martial arts.

Associate Investment Advisor

Client Service Associate

Client Service Associate

Administrative Associate

Administrative Associate