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 three 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

Ability, integrity, honesty, with a high level focus on Client Service Excellence -- that is the foundation of every client relationship Andrea enters into. With her 15 years in the Financial Services Industry, Andrea is well positioned to assist you and your family navigate the many stages of the Financial Planning process.

Life is busy at every stage of life - whether saving for your children’s education,  a trip of a lifetime, or considering your retirement and estate plans.  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.

Born and raised in Brantford, Andrea has strong ties to our community.  Living in the County of Brant with her husband Brian, together they value time spent with family and friends and share a love of camping, hiking and off roading.

 

Andrea looks forward to assisting you and your family with your financial goals!

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