About

Wayne is a seasoned financial advisor with a 31-year proven track record of success, working with High-Net-Worth clients in the private enterprise markets and medical professions. He is recognized for his transparency and integrity. He excels in crafting tailored investment strategies that balance performance with risk management. Partnering with Wayne means accessing his expertise by utilizing institutionally managed portfolios and ETFs to optimize portfolio performance while minimizing the impact of fees and taxes. His affiliation with Investia Financial Services Inc. extends his offerings to include diverse financial solutions. Clients choose Wayne for his proven ability to navigate complex market environments and his commitment to aligning financial strategies with his client’s unique personal goals.

Sangita, has a rich background of 20 years in the financial industry. Her academic journey began at Mount Royal University in Calgary, Alberta, where she pursued a diploma in Social Work. However, she soon discovered her true passion was in the financial sector, assisting clients with their financial needs.

She shifted her career focus and completed the Investment Funds Institute of Canada (IFIC) course, earning her credentials as a Licensed Mutual Funds Advisor. Her professional path includes extensive experience with several prominent Canadian Banks.

A resident of Barrie since 2003, Sangita is a devoted mother to two young boys, Samir, 13, and Milan, 12. She is deeply involved in her community, often found volunteering at her sons’ school or cheering them on at their basketball, hockey, or soccer games.

Additionally, Sangita is an active member of the South Asian Association of Simcoe County (SAASC), where she plays a significant role in promoting South Asian culture and addressing the needs of this growing community.”