BA (Hons.), CIM®, RIS
Conseiller en gestion de patrimoine
At NexGen Wealth Management we craft bespoke financial plans that allow clients to self-actualize and align their purpose with their money.
With 13 years of experience in the Financial Services industry (working with professionals, families, entrepreneurs, small-businesses and institutions) to a passion for wellness, high achievement and behavioural psychology, Justin’s diverse background allows him to bring a well-rounded perspective to his clients.
NextGen’s Mission is to simplify complexities en route to helping clients avoid common financial missteps while optimizing their path to long-term success. Whether it’s customized financial planning, forward-thinking investment strategies, optimizing clients’ wealth transfer, or tax planning in partnership with accountants and lawyers, they provide next generation professional advice you can trust.
Born and raised in Etobicoke and living in downtown Toronto the past decade, Justin holds a bachelor’s degree in Applied Economics from Queen’s University and the Certified Investment Manager (CIM®) designation.
When he’s not working, you can find Justin golfing at St. George’s Golf & Country Club in Etobicoke, spending time at his family’s home in Scottsdale, Arizona or cheering on the 2019 NBA Champions, the Toronto Raptors!
Feel free to reach out anytime — whether you want to chat finances, life, wellness or basketball!