Wayne joined Wellington-Altus in May 2021 and is based in Calgary, where he works as a Senior Wealth Planner supporting advisory teams and their clients primarily in Alberta.
Wayne has been advising clients for over 15 years. He started his career in the charitable sector, advising clients on how to leave legacies that support the people and charitable causes most important to them, which remains a key focus of his service offering today.
Wayne is always willing to dig deeper and ask questions to learn what drives his clients’ unique planning needs. He then uses this understanding of his clients’ motivations to present customized and effective solutions. Wayne believes in the importance of storytelling and strives to present each wealth plan in a way that allows every recommendation and concept to build on the one before it.
Wayne has a B.A. from Redeemer University, a Certificate in Financial Planning from Centennial College, his CFP® designation, and is working towards becoming a TEP. He is also licensed to provide life, accidental and critical illness insurance solutions.
Outside of work, he enjoys spending time with his family, taking care of his yard, and golfing when time allows.