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:
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.
We believe the most consequential decision you will make is not a particular investment, or tax-efficient strategy. Instead it’s the advisory team you choose to work with for the next 20 years.
Please send us a message with any questions you may have.