Combining a strong academic background and over fourteen years of financial planning experience, Wayne is uniquely qualified to serve clients in all areas of financial planning such as: investments, retirement, estate and tax planning, insurance, as well as banking and credit solutions.
Wayne’s enthusiasm for financial planning is apparent from the moment you walk into his office. He is excited to put his knowledge to work for you and takes a professional, yet fully personalized approach, getting to know his clients beyond the numbers. Wayne helps his clients realize their individual goals, by giving them the financial foundation and freedom to make dreams financially possible. Adhering to a strict professional and moral code of ethics, Wayne is committed to putting his clients first and always acting in their best interests.
Wayne earned a Bachelor of Science in Psychology from the University of Calgary, and went on to supplement his university education by completing the Certified Financial Planning designation.
Raised in the City of Calgary, Wayne is very active in his community. He has served as a member on the Board of Trustees for the Catholic School Boards, and also earned a Certificate of Merit from the Federal Government for his outstanding contribution to the community for volunteer work. Wayne and the team at Global Maxfin Investments understand the importance of contributing directly to the communities where we work. Through building strong communities we believe our clients will thrive in communities where everyone has the opportunity to work, learn and succeed.
Aside from his passion and excitement for financial planning, Wayne enjoys: spending time with his family; skiing in the Canadian Rockies and visiting Vancouver Island.
Andrea Cattoni is an associate Financial Planner that has been working with Wayne since 2008. Andrea provides enthusiasm, along with a continuation of personalized service and a strong sense of direction for future growth. Graduating from the University of Calgary with a Bachelor of Arts, Andrea has a Diploma in Financial Planning and has obtained the Certified Financial Planning designation. Andrea's knowledge is up to date on the newest financial concepts and strategies working in correlation with the team approach. This will ensure services are uninterrupted as we all grow into our golden years.
Andrea enjoys all types of activities such as Golf, ski/snowboarding in the Canadian Rockies and swimming with sea life on scuba trips. Wayne and Andrea have recertified their Scuba licenses and look forward to crab fishing and exploring the underwater world on vacations to come.