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Wayne Welter, CFP, CLU, ChFC

Senior Investment Advisor

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Wayne Welter, CFP, CLU, ChFC, Senior Investment Advisor

Sophisticated, multigenerational wealth solutions

I offer a comprehensive suite of astute investment and financial solutions for executives, business owners, accountants, lawyers, medical professionals, and affluent families. My services include financial planning that encompasses estate and succession considerations, trading systems and corporate finance transactions in both Canadian and international markets.

Always focused on each unique individual and deeply dedicated to your financial prosperity, I coordinate your professional advisors and help you to understand where you are, what you need to do to get where you want to be in five or 10 years—and why.

Macquarie Private Wealth

To learn more about Macquarie Private Wealth, click here.

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No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.