Wade has over a decade of industry experience and pride in offering exceptional client service. He has a passion for guiding affluent families in the efficient structuring of their wealth, using tailored planning strategies and prudent portfolio management.
Wade's extensive education and experience in wealth planning for families, business owners, and professionals allows him to address virtually all their financial needs. From retirement planning, estate planning strategies, risk management, investment, and taxation strategies, Wade works with clients to ensure their needs and concerns are addressed and a plan is in place to efficiently accomplish their goals.
Wade holds an advanced diploma in Financial Planning from Centennial College and a diploma in Financial Planning from The Canadian Institute of Financial Planning. He is also a Life Insurance Advisor with TD Wealth Insurance Services. Wade holds the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM), and Registered Retirement Consultant (RRC®).
As an Associate Portfolio Manager, he frees clients from having to make investment decisions while maintaining a portfolio they understand and are comfortable with. The CIWM is an advanced internationally recognized designation for experienced professionals. One of the highest designations for integrated wealth management planning around the world. Having earned these designations, Wade has the comprehensive knowledge and experience required to advise clients on sophisticated retirement and investment management strategies and discuss complex estate and tax planning strategies.
Wade volunteers his time as an active member on the board of directors for the Gilda's Club of Simcoe Muskoka. Outside of work, he is usually studying to advance his knowledge and keep on top of leading industry opportunities for clients. Wade and his wife have three children and are actively involved in local conservation organizations, often attending fundraising events and as members of a local conservation group. They enjoy spending their time outdoors, hiking, swimming, gardening, and camping.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Steve & Lee-Ann – Creating a personalized plan to retire early
Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.