Are you a resident of either Canada or the U.S. who requires cross-border investment expertise and investment wealth management services? • Assisting an Ex Pat Canadian convert their USD investments to CAD while relocating their family back to Canada. • Assisting a Canadian family, sell their ...more

Are you a resident of either Canada or the U.S. who requires cross-border investment expertise and investment wealth management services? • Assisting an Ex Pat Canadian convert their USD investments to CAD while relocating their family back to Canada. • Assisting a Canadian family, sell their Canadian home, transfer the cash to the U.S. and purchase their new home in the U.S. Establishing Trusts, Managing their Investments, purchasing Property & Casualty Insurance. Wayne Baxter is Senior Executive Manager | Wealth Management with One Capital Management , LLC. (OCM). OCM is a Westlake Village, California based Registered Investment Adviser. In addition, OCM is a Canadian-registered Portfolio Manager. These designations enable OCM to provide discretionary investment advice and services to U.S. and Canadian residents on a fee-only basis. Prior to relocating to California in 2012: Wayne was the founder of The Baxter Team, one of the original practices within the Investment Planning Counsel. The Investment Planning Counsel is a private company owned by Canada Life. Canada Life is a subsidiary of Great-West Lifeco Inc. and a member of the Power Corporation of Canada group of companies. In 2005, Wayne was awarded the “Wealth Management Advisor of the Year” award and the “Estate Planning Advisor of the Year” award by Management of the Investment Planning Counsel. Wayne repeated his success in 2006, 2009 and 2010, by receiving IPC's award for “Top Wealth Management Advisor of the Year”. Wayne and his financial advisory team have organized multiple financial planning presentations for individuals, groups and companies over the years. These presentations have included: • Financial Planning for Women • Financial Planning for Your Successful Retirement • Successful Inheritance Planning • How to Not Run Out of Money in Retirement Radio Show From 2004 to 2012 Wayne was heard across the Southern Ontario and Western New York air waves on his popular show, “Right On The Money”, which he hosted Sunday mornings on Toronto’s AM740.less