As a CERTIFIED FINANCIAL PLANNER™ with DJB Wealth Management Inc., Wade is a firm believer in holistic planning through a process of discovery. Discovering his client’s goals and objectives through the seamless integration of accounting, financial planning and investment management, Wade helps his clients move in the direction they want to go on life’s road.
Providing solid financial planning, growing customized portfolios, protecting one’s wealth and ability to earn income are important in the planning process. Proper planning can create, grow and preserve one’s estate.
With 20+ years in the industry, professional development and continued education have always been important to Wade and he is a member in good standing of ADVOCIS and THE FINANCIAL PLANNING STANDARDS COUNCIL. Wade holds his CFP® certification and Certified Health Insurance Specialist (CHS) designations, and is currently working towards his Chartered Life Underwriter (CLU). This development and education ensure Wade is qualified to assist and guide you with your financial planning needs.
The cornerstone of Wade’s success has been to act in the best interest of his clients, helping them make educated and informed investment and protection decisions.
A lifelong resident of Niagara, with time spent living in Burlington. Wade is happily married with two school age children. He enjoys family time, camping and taking his children to their events and activities. It has always been important to Wade to support the community where he lives, having participated in the Terry Fox events, the Rankin Run for Cancer, Big Brothers, Big Sisters Bowl for Kids and many others. Paying It Forward is something Wade wants his children to learn.