Wayne has over 25 years of experience in the investment industry. Prior to joining Bellwether, he was Head of HSBC Global Asset Management (Canada) Private Client investment business and a member of the Board of HSBC Trust Company (Canada).
Wayne developed an avid interest in the markets while completing his university education. This avid interest led him away from his initial education in Forestry and into the investment industry. He started his career in the emerging mutual fund industry and moved on to brokerage with Merrill Lynch and then discretionary portfolio management with Royal Trust. He has extensive experience managing portfolios and advising High Net Worth individuals and their families. Wayne believes an integrated holistic wealth management approach is best suited to helping clients preserve and grow their wealth.
Wayne completed his Bachelor of Science Forestry at the University of New Brunswick. He is a CFA charterholder which is awarded by the CFA Institute in Charlottesville, Virginia, USA. The CFA Institute is the global association of investment professionals that promotes the highest ethical standards and on-going education for investment managers.
Wayne is an avid golfer and member of the Glen Abbey Golf Club. Wayne is an active member of the Chimo Ryu Jiu – Jitsu club in Oakville and holds a 3rd-degree black belt.