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Beacon Wealth Management

SETTING NEW STANDARDS

Guidance - Commitment - Results

“I believe a properly constructed financial plan integrates Tax, Investment, Insurance and Estate planning (what I call the TIE approach) to maximize wealth and security.” 

Wayne Lang
Principal, Sr. Financial Advisor
Beacon Wealth Management



 

 

 

 

Advisor Biography

Wayne Lang, CFP

After graduating with a Bachelors of Commerce in Business Administration from Concordia University, Wayne entered the corporate world and immediately found himself in the computer field. 

Prior to the financial world his career spanned the full range of the technology industry from Systems Analyst to Vice-President of Information Systems. Key "clients" were in North America and Europe and involved mid-sized to large companies and government.

In 1992, Wayne joined his brother Steve in the financial services world as a  financial advisor.  Within just a few years, Wayne achieved national recognition in his career as a top performer and industry leader.  When asked to speak to his peers at a conference and share his successes, he spoke of "The Lifetime Financial Integrator" and his comprehensive approach to financial planning. This framework was and continues to be at the very core of Wayne's Financial Philosophy.  In 2007 he partnered with Lonsdale Holland and Jane Smith of Beacon Securities Ltd. to form Beacon Wealth Management.

Education

  • Sir George Williams University - 1966 - B.Comm. - Business Administration

Professional Qualifications

  • Partner, Director and Officer (PDO)
  • Professional Financial Planner (PFP)
  • Canadian Securities Course (CSC)
  • Life Insurance and Accident & Sickness Insurance

Memberships

  • The Financial Advisors Association of Canada (ADVOCIS)
  • Financial Planning Association (FPA)

Professional Experience

  • Currently Branch Manager/Senior Financial Advisor with Assante Capital Management Ltd. - Member CIPF
  • Branch Owner since 1993
  • Previous experiences were gained in the Information Technology Field, spanning over 25 years of  working in various capacities and with companies worldwide

Published Author

  • Crash? Boom! BANG!! - TurnerBooks, 1999 ISBN 1552280268 - Available at Chapters and Indigo stores and online at Chapters.ca

    You may order Crash? Boom! BANG!! by calling Martha Gartner at 416-642-1406 or via our direct link with Chapters online bookstore. Just click on the book cover below to go to the secure order page

Crash? Boom! BANG!!

Hobbies

  • Landscaping & gardening, painting and sculpture and family travel with my family. (See Lilac Hollow)