Wayne de Boer

Senior Wealth Planner @Wellington-Altus

Calgary, AB, CA

Member of Tax and Estate Planning team providing guidance to advisors and associates for tax and planning related inquiries• Contribute to top-ranked advisor experience (Investment Executive 2022 Brokerage Report Card) and the advisors’ ability to provide timely advice to their clients• Establish and maintain relationships with high and ultra-high-net worth clients• Leverage financial expertise to identify financial goals and opportunities that align with client needs (primarily within planning areas of tax, estate, retirement, and insurance)• Meet with clients, develop understanding of unique planning goals, create customized planning deliverable that aligns with each client’s needs, present deliverable to clients, coordinating with external experts where appropriate, and follow up on action items where appropriate• Track record of building brand loyalty by ensuring clients receive the planning advice they are seeking and feel well-planned for when they complete the planning process• Developed and delivered firmwide webinars for advisors and associates• Recognized as a subject matter expert to provide informal training and education to assist advisors in capitalizing on significant opportunities• Drive operational improvements including the development of an online portal to request, track, and report wealth plans