Growing up and spending his entire life in the Vancouver's lower mainland, Wayne certainly understands the increasing high costs of living, high taxes and the challenges his clients face when trying to strategize and plan for their financial goals.
After receiving a Bachelor of Commerce (Finance) from the University of British Columbia, Wayne spent the early part of his career in commercial banking at a Canadian chartered bank. He learned to appreciate the entrepreneurialism and dedication of many small- and medium-sized business owners as they navigate and adapt to changes in their respective industries.
While working with his clients at PI Financial Corp., he will establish a financial and investment strategy specific to his clients' unique situations and their financial goals. The many years of experience as an Investment Advisor has taught Wayne that there will always be planned and unplanned life changing events occurring. Therefore, after a financial strategy has been implemented, there will be ongoing communication to see whether any modifications are required. He believes that financial planning and wealth management is a lifelong journey.
When not at the office, Wayne enjoys doing functional fitness at the local gym.
Current role