Wayne De Boer

I help families identify, implement, and safeguard their unique version of success. CFP/TEP @ Wellington-Altus. Tweets are my own opinions.

[Wayne De Boer @wmdeboer]

@AaronHectorCFP I want to propose a similar strategy to a client to use the roll and redeem strategy so we don’t waste future CDA in their holdco… perfect use case, but no spouse…

Since it’s a new client and I’m not sure how it will go over, I’ll save this recommendation for another day.

[Wayne De Boer @wmdeboer]

@MPelletierCIO @canna_brain Great cause with amazing people behind it! We had a chance to have him speak to our team recently and walked away grateful for the work they’re doing.

[Wayne De Boer @wmdeboer]

@Nicolascole77 Books

[Wayne De Boer @wmdeboer]

@MarkMcGrathCFP @AaronHectorCFP @416ash I don’t have tons of experience with different gear, just my own basic stuff. I did an event at a VR place here in Calgary. They sell packages too. You should reach out and they’ll know what will suit your needs based on what you already have. https://t.co/bB9xAFZiCb

[Wayne De Boer @wmdeboer]

@AaronHectorCFP @MarkMcGrathCFP @416ash I agree. Get a good quality rig, DD wheel, and pedals right out of the gate. I went cheaper with a GT Lite and a G923 to “try it out”. It works, but I miss steering and pedal feedback.

[Wayne De Boer @wmdeboer]

@MarkMcGrathCFP Big news. Congratulations Mark! This sounds amazing for you and your family.

[Wayne De Boer @wmdeboer]

@duncanjeremy And how would the kids know where to go to buy more since on account of the anonymity from all the candy going into the same basket etc etc?

I just don’t get the drug dealing business model. Guess I’ll never make it in that industry… 🤷‍♂️

[Wayne De Boer @wmdeboer]

@paul_dunphy It was foggy, but you could make it out.

[Wayne De Boer @wmdeboer]

@MarkMcGrathCFP @ramit What?! You’re missing out on so much. The peaceful drone of the mower. The satisfaction of laying down stripes. The look of admiration of your neighbors.

My only regret of living in AB is that lawn mowing season is too short here. 😂

[Wayne De Boer @wmdeboer]

@MarkMcGrathCFP I’ve had this exact situation. The survivor was relatively young and barely contributed to CPP. A permanent reduction to a CPP survivor benefit + loss of partner’s OAS (while being too young to apply for their own OAS) caused a permanent material drop in planned income. Tough.

[Wayne De Boer @wmdeboer]

@AravindSitham @TheTaxHeroes @BoomerandEcho I make sure I’m ready to:
-defend my suggestion (tying back to client goals),
-highlight my experience by sharing stories where the strategy worked (and why),
-change my opinion based on the fact set. There may be good historical reasons the current strategy is used I don’t know

[Wayne De Boer @wmdeboer]

@AravindSitham @TheTaxHeroes @BoomerandEcho I structure mine like this:
1. State a shared goal of finding the best client outcome.
2. Share what I’d like to see (but in an “I’ve seen this work well elsewhere way”).
3. Ask their thoughts on the strategy
4. Listen to the reply and if there is a legit reason to NOT do it.

[Wayne De Boer @wmdeboer]

@Atomic_Walrus @EmmMacfarlane We have a backless booster with lower anchors, but the only purpose of the anchors is to secure the booster during a hard stop or accident when my 6 y/o isn’t in the seat. Seemed easier than buckling down the booster at all times.

[Wayne De Boer @wmdeboer]

I’m proud to be a part of this team - a lot of great people working together to help our clients achieve their goals.

[Wellington-Altus @wellingtonaltus]

With a strong team spirit, Cresco Wealth Management’s culture transcends beyond the office and into the community. Watch the full-length video to learn more about their values and Cresco Cares here: https://t.co/aUbWzNOGHs #WellingtonAltus #UnstoppableMomentum #WealthManagement

[Wayne De Boer @wmdeboer]

@AaronHectorCFP Thanks for sharing/framing tax this way. Our family supported the Calgary Health Trust’s Newborn Needs campaign and we attended a celebration recently. We heard stories like this and saw so many children from across Southern AB who benefited from a well-funded NICU/health system.

[Wayne De Boer @wmdeboer]

@MPelletierCIO Here is one of Shaganappi Point from 1923. I think you can see that bridge in the background from one of the pictures you shared. Sorry it’s from so far out.

[Wayne De Boer @wmdeboer]

@bcshaffer I’m glad to have followed your advice a while back and locked in for 5 years. Seeing these prices is wild! Thanks for sharing so much insight into this with everyone. 🙏

[Wayne De Boer @wmdeboer]

@MarkMcGrathCFP @416ash @AravindSitham @jasonpereira @JasonWattBCC I recently met with https://t.co/BC9LvyTtY3 - which I’d describe as a trust co brokerage (along with other estate planning services if needed). They provide access to bank and independent firms, not a list though.

I’m intrigued by the idea, but haven’t worked with them yet.

[Wayne De Boer @wmdeboer]

@MPelletierCIO Watch what you say. You might be the next target if you keep insulting its valuation. 😂

[Wayne De Boer @wmdeboer]

@EmmMacfarlane Look forward to the tweet after she watches the paintball episode.