About Wayne Allan Wai

Just as a navigator guides a ship on the ocean by steering a safe, efficient course to their destination, I help clients make informed decisions about their investment portfolios to achieve their financial objectives. This is accomplished by understanding the goals my clients have, assessing the resources they have available, and providing the appropriate investment strategy and recommendations to reach them.

I believe that clients deserve a high level of transparency, objectivity, and consistency when it comes to investment advice.

I advise how their portfolios are tailored for their specific situation, while outlining all costs and fees.

The portfolio solutions I present to my clients are free from proprietary investment products (Raymond James does not have any proprietary investment products) so of interest are minimized. This ensures a high degree of objectivity so that my interests are aligned with those of my client. Steady, consistent investment advice based on several decades of accumulated knowledge and experience from helping multigenerational clients achieve their financial goals completes my role as an Investment Advisor for my clients.

Working with families, individuals, and companies to address financial issues such as retirement, investment income, insurance, inheritances, education, etc., I enjoy the process of building investment solutions for clients that generate optimal returns while minimizing risk, with tax efficiency in mind.

A graduate of Trent University with a BA in Economics, I entered the investment industry in 1993. Licensed for securities, options, insurance (Life, Accident & Sickness), I am currently registered as an Associate Portfolio Manager with Raymond James Ltd. A lifelong student of science and history, I am continually fascinated by the interplay between capital markets and the world economy at large.