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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 a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of Canadian Securities Institute (FCSI®), which is the pinnacle achievement of financial credentials. Wayne is also a member of the TD Wealth Private Investment Advice Executive Club – which is a distinction reserved for those who are among the top performing TD Investment Advisors in Canada. President's Club is awarded to employees for meeting or exceeding business financial goals as well as maintaining a high level of professional business conduct throughout the year and consistently demonstrating integrity and the highest ethical standards.
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. Recognized as one of the leading Portfolio Managers in the investment industry, 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.
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