We are excited to announce that Wayne De Boer has joined the Cresco team as our Senior Wealth Planner.
At Cresco our in-house financial planning is at the forefront our exclusive, thoughtful and executed wealth management offering. Wayne is a great addition to our team and for you, our valued clients.
Wayne’s areas of expertise include:
- Building and implementing plans for tax-efficient family business succession and sales,
- Creating peace of mind for families, entrepreneurs and executives facing retirement,
- Using trusts and corporate structures to fund retirement efficiently, reducing family tax bills, and protecting assets from creditors,
- Identifying philanthropic tools and structures to achieve impactful charitable legacies, and
- Protecting and enhancing estates to maximize wealth that can be transferred to future generations.
You can find Wayne’s full bio and contact information on our website here.
