Wayne Baxter joined OCM Advanced Planning, LLC as a partner in 2012. Wayne works with families, residing in the U.S. and Canadian residents with U.S. investment assets. He advises wealthy families on growing, protecting and ultimately distributing their wealth in an effective and efficient manner according to their personal goals. His efforts aim to optimize the integration of a wealth management plan that encompasses the complexities of capital markets returns, risk management, tax and liquidity management that having assets on both sides of the border brings.
Prior to joining OCM Advanced Planning, Wayne founded The Baxter Team, one of the original practices with the Investment Planning Counsel. While practicing in Canada, The Baxter Team grew from one location in 1994 to four in the greater Toronto area in Ontario,Canada.