Wayne Baxter on Supporting Canadian Leaders' Success in South Florida (Ep 42)| Relocation Strategies

In this 42nd episode of the Success in South Florida podcast, Adam Rossen sits down with Wayne Baxter from One Capital Management. Wayne shares his incredible journey from Canada to the United States and his role as a senior executive manager. With a focus on building relationships and community, Wayne discusses his experiences with the professional networking group Provisor and highlights the complexities of cross-border wealth management.

This episode delves into the critical role of planning and expert advice for those looking to succeed in South Florida, especially for individuals relocating from Canada. Wayne also shares his involvement with the Miami Gardens Chamber of Commerce, providing valuable resources for newcomers to help them thrive in their new environment. Join us for an insightful conversation about strategic decision-making, the power of community, and the impact of relationships in achieving success.


Episode Highlights:

-Wayne's transition from Canada to the U.S. and his career journey.
-The significance of relationships in business and community.
-Insights into the complexities of cross-border wealth management.
-Resources and support available for individuals relocating to South Florida.
-The human element in professional services and its impact.

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Chapters:

0:00 - Introduction
1:15 - Wayne’s Journey from Canada
6:45 - The Role of Provisor in Networking
12:30 - Understanding Cross-Border Wealth Management
20:10 - Involvement with the Miami Gardens Chamber of Commerce
30:50 - Importance of Strategic Decision-Making
40:20 - Closing Thoughts
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About Wayne Baxter:

Wayne Baxter specializes in working with families residing in the U.S. and Canadian residents with U.S. investment assets. He advises affluent families on how to grow, protect, and ultimately distribute their wealth in an effective and efficient manner, aligning with their personal goals. Wayne's efforts focus on optimizing a comprehensive wealth management plan that addresses the complexities of capital market returns, risk management, tax implications, and liquidity management that come with having assets on both sides of the border.

Before immigrating to the U.S., Wayne founded The Baxter Team in 2002, which became one of the original practices with Investment Planning Counsel (IPC) in Ontario, Canada. Under his leadership, The Baxter Team expanded from one location to four in Southern Ontario, including Etobicoke, North York, Georgetown, and Newmarket. Wayne began his career in 1994 with the original practice that started IPC

Learn more about Adam & the Rossen Law Firm at https://www.rossenlawfirm.com/