Wayne Townsend



With over 3 decades of financial planning experience, Wayne works with a close number of select individuals, families and corporations providing innovative solutions to complex problems and achieving their goals of financial independence.

His knowledge of insurance, wealth creation, wealth preservation, estate planning and tax minimization strategies has long earned him the reputation as a Trusted Advisor to his clients. Together with his team of experienced assistants, they provide a unique level of attention in serving the many diverse needs of their clients.
Working closely with the clients’ other advisors, The Ultimate Advantage Program™ focuses on helping clients create an overall financial plan to bring greater balance to their lives, specifically capitalizing on their greatest opportunities, eliminating dangers and enhancing their current strengths.

Our ideal client profile includes those families with investable assets in excess of $500,000.  Wayne’s team will consider working with client with lesser amounts, providing there is the opportunity of growing the relationship over the longer-term.  The ideal client is serious about reaching their financial goals, is committed to following a financial strategy, and knows what financial success means to them.

Dedicated to his community, he has served as a Director on numerous non-profit boards, recently including St. John’s Ravenscourt, Misericordia Health Centre and Misericordia Health Centre Foundation in the roles of finance, governance and long term growth.

Currently Wayne sits on the board of three private companies: Lawton Partners, Value Partners Investments Inc, Cardinal Capital Management Inc, and as a Trustee of two public corporations: Artis REIT and All in West Capital Corporation.

Education
•  Bachelor of Arts, University of Manitoba (BA)
•  Certified Financial Planner (CFP)
•  Chartered Life Underwriter (CLU)
•  Chartered Financial Consultant (CH.F.C.)
•  Canadian Securities Course
•  Society of Trust & Estate Planning (TEP)

Professional Memberships
•  Advocis (CAFP/CAIFA)
•  Financial Planners Standards Council (FPSC)
•  Million Dollar Round Table
(204) 944-1144