Our People

Wayne Baxter - Partner
Wayne Baxter joined ONE 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 ONE 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 Southern Ontario locations in Etobicoke, North York, Georgetown and Newmarket.
R. James Shore - Managing Director
Jim began his investment career in 1977 with Wood Gundy, one of Canada’s largest investment firms. In 1985, he purchased a minority interest in Rice Financial Group Inc. and championed and developed the firm’s first MFDA securities platform. In 1990, he founded broker dealer Summit Securities Ltd., offering training and distribution services to over 75 financial advisors representing 12,000 client families. Under Jim’s leadership as CEO the firm managed over $500 million in client assets. In 1999, Assante Financial Management Inc. acquired Summit, enabling Jim to offer wealth management solutions to his high net worth families, pension fund and charitable foundation clients. Jim is a former Chairman of Young Presidents Organization (YPO) and earned his B.Comm. (Hons.) in 1977 from the University of Manitoba.
Peter Landry - Executive Director
Peter is committed to helping clients acquire, protect, enjoy and transfer their wealth per their wishes. Peter holds a Bachelor of Social Sciences from the University of Ottawa and is a Certified Financial Management Advisor as designated by the Canadian Securities Institute to graduates of the (FMA) program in advanced financial planning and wealth management. To learn more about Aligned Capital Partners Inc. please click here: www.alignedcapitalpartners.com.

Peter spent eight years as a Senior Investment Advisor at HollisWealth, the private wealth management and securities division of Scotia Capital (Scotiabank). He previously held the position of Investment Specialist with Sun Life Financial where he led a team that consulted and collaborated with advisors on large cases for high net worth clients.

Peter has also come to be recognized for his dedication to youth causes. He has been active in the sports community, coaching several minor hockey teams and enjoys being involved in charitable causes that help improve the lives of children.
John Fraser – Wealth Manager
John began his career in the investment industry in 1986 with one of Canada’s prominent firms Dominion Securities Pitfield and has since gained over 27 years experience. In 2005 John joined One Capital Management.  John has achieved a variety of industry awards and educational prowess through his completion of The Professional Financial Planner designation, as well as having passed his Partners, Directors and Senior Officers Exam.  John also is the proud holder of the CIMA designation and a current member in good standing of the Investments and Wealth Institute. John’s CIMA designation was obtained through IMCA and the prestigious Wharton School of Business at the University of Pennsylvania. John is a lifelong resident of Winnipeg and seasonal resident of Kenora, Ontario. John is a father of two sons and enjoys the rewards of family life.