Wayne has been involved in financial services since 1988. He spent four years as a financial security advisor with London Life before being appointed as a manager in 1992. Wayne remained in management roles, recruiting and training until 2000.

Wayne earned his Elder Planning Council designation in 2004. He uses his strong personal interest in each of his clients to help simplify financial planning concepts to help them to make choices that will enable them to reach their financial goals. Wayne is also a sought-after presenter and is often a guest speaker at financial industry events with keynote topics including “Business Building” and “A Vision for your Business".

Wayne’s friendly presence is felt wherever he goes, and his dedication to give back to the community is demonstrated through his involvement with many organizations. Wayne is a member of the Brantford Sunrise Rotary, a director of the St. George Lions Club, an associate member of the Mechanical Contractors Association of Hamilton, and a nominee for the Expositor’s Citizen of the Year, and the Chamber of Commerce’s Community Builder Award, among many other memberships and volunteer positions.

Wayne enjoys delicious food at fine dining establishments, playing golf, and cruising in his recreational vehicle with his wife Deirdre, their three children, and four grandchildren. If you see him, be sure to stop and ask him about Stepright’s “5 Easy Steps for a Secure Future.” He will be more than happy to help you on the spot! Wayne would be delighted meet with you for a private consultation to discuss your financial future.

Wayne can be reached at wayne@stepright.ca or 519-754-5040

Steven is a dedicated Financial Security Advisor with a strong focus on portfolio creation and a holistic approach to managing his client's financial well-being. With years of experience in the financial services industry, Steven helps individuals, families, and business owners navigate their financial futures by tailoring strategies that align with their unique goals and aspirations.

Specialising in life insurance, estate transfer, and charitable giving, Steven offers comprehensive solutions to ensure his clients' financial security, legacy planning, and philanthropic objectives are met. Whether helping a family secure their future, guiding a business owner through succession planning, or facilitating charitable contributions, Steven takes a personalized approach to each situation, offering expert guidance every step of the way. His commitment to long-term financial health and personalized service makes him a trusted advisor for all aspects of wealth management.

Steven has been an active part of the community when it comes to the arts and charitable organizations. He continues to explore his passion for music and helping people through the music he creates.

Steven personifies the values of Stepright Capital Planning and holds a strong conviction to helping clients navigate their Wealth and Estate journey through all stages of life.

Andrea's foundation in every client relationship is built on three core principles: ability, honesty, and integrity, all underpinned by a strong commitment to client service excellence. With over 18 years of experience in the Financial Services Industry, Andrea is uniquely positioned to guide you and your family through the various stages of the Financial Planning process.

Andrea specializes in helping individuals, families and business owners meet their specific goals, by providing customized Financial planning strategies.  Andrea’s clients seek her out to help them prioritize goals and establish realistic plans that best suit their needs – at any stage of their life.

Andrea has a tremendous focus on supporting our community.  She has served as President of the Brantford Rotary – Sunrise Club and is a recipient of the prestigious Paul Harris Fellowship award.

You can find her sponsoring and attending many events in our community that support causes such as Nova Vita, Stedman Hospice, CANJAM, SHYP,  Brant Community Health care system, as well as various youth and sporting initiatives.

Andrea, along with her husband Brian and their beloved basset hound Morty, reside in the County of Brant. Together, they cherish time spent with family and friends and share a passion for camping, hiking, and off-roading.

Joshua Grant is a Client Services Representative at Stepright Capital Planning, with over 15 years of experience in client services, estimation, and systems administration. Known for his focus on customer satisfaction and operational efficiency, Joshua ensures smooth communication between clients and the firm.

Before joining the financial services industry, he gained valuable skills in estimation and systems administration, sharpening his attention to detail and problem-solving abilities. These qualities have made him a trusted resource for clients navigating financial planning. Currently, Joshua is working towards becoming a licensed Financial Security Advisor to deepen his expertise and offer more personalized guidance.

Outside of work, Joshua is a devoted family man, married to Amanda with four children. Their shared passion for singing, which initially brought them together, remains a central part of their lives.

With his blend of professional experience, family values, and commitment to growth, Joshua is a valuable asset to Stepright Capital Planning and poised for success in the financial services industry.

As a recent addition to the Stepright Capital team my, name is Lynda Oliver. Born in Ireland, I immigrated to Canada with my parents at the age of 7. I grew up in Hamilton and moved to Brantford 1998.

 

In my career I have worked in the banking industry for 15 years, working my way up from a part-time teller to a financial advisor all with the same financial institution. I was blessed with the opportunity to leave the bank and raise my two amazing children. I have enjoyed working in the customer service industry most of my life - over 25 years. My passion is customer service! You can rest assured clients are always my first priority.

 

“Laughter is a very good sign of positivity, you can work hard, laugh a little and enjoy your work day more”

 

Lynda can be reached at lynda@stepright.ca or 519-448-3477

Sonia Williams is an experienced Administrative Assistant with over 30 years in client services. Raised in a bilingual environment in Sherbrooke, Quebec, and Windsor, Ontario, Sonia is fluent in both French and English, which has been a key asset in her career, particularly in serving the Francophone community.

Known for her attention to detail, organizational skills, and commitment to client satisfaction, Sonia has built a strong reputation in administrative support. For the past three years, she has been a valuable member of the team at Stepright Capital Planning, where she uses her bilingual abilities to assist both English and French-speaking clients. Her responsibilities include managing communications, coordinating appointments, and handling various administrative tasks, all of which contribute to the firm’s smooth operation.

Outside of work, Sonia is a devoted wife and mother of two, enjoying quality time with her family and connecting with nature.

With more than three decades of experience, Sonia Williams continues to be a trusted and reliable presence at Stepright Capital Planning, embodying dedication, adaptability, and exceptional client service