Wayne De Boer

BA, CFP®, TEP
Senior Wealth Planner, Wellington-Altus Private Wealth
Insurance Advisor, Wellington-Altus Insurance Inc.

As our Senior Wealth Planner, Wayne helps our clients work towards their goals and aspirations while respecting their individual values.  Wayne joined Cresco Wealth Management in October 2022.

Wayne has worked with high-net worth business owners and families for over a decade, recommending suitable wealth strategies to achieve objectives, while minimizing risk and maximizing tax efficiency. His experience includes:

  • Building and implementing plans for tax-efficient family business succession and sales,
  • Creating peace of mind for families, entrepreneurs and executives facing retirement,
  • Utilizing trusts and corporate structures to fund retirement efficiently, reduce family tax bills, and protect 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.

Wayne graduated from Redeemer University with a Bachelor of Arts, completed a Certificate in Financial Planning from Centennial College, and holds his CFP® designation and TEP designation. His knowledge, expertise and keen interest in financial and legacy planning are a crucial asset to our exclusive in-house services.

Outside of work Wayne enjoys spending time with his wife and two sons, grooming his lawn, and trying (in vain) to lower his handicap.

2024 5 Star Team
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