Justin Lacchin

With 13 years of experience in the Financial Services industry, including working with retail and institutional clients, my diverse background allows me to bring a well-rounded perspective to wealth management and I have helped clients craft tailored financial strategies that truly meet their needs. I simplify financial complexities to create personalized financial plans, investment strategies, and tax reduction solutions, helping clients avoid common financial missteps while optimizing their path to long-term success.

Whether it’s customized investment portfolios, risk-adjusted strategies, insurance solutions, or tax planning in partnership with accountants and lawyers, I provide professional advice you can trust. I also help manage cash flow and financing solutions through our trusted banking partners.

Born and raised in Etobicoke and now living in downtown Toronto, I hold a bachelor’s degree in Applied Economics from Queen’s University and the Certified Investment Manager (CIM®) designation. When I’m not working, you can find me golfing at St. George’s Golf & Country Club in Etobicoke, spending time at our family home in Scottsdale, Arizona or cheering on the 2019 NBA Champions, Toronto Raptors!

Feel free to reach out anytime – whether you want to chat finances or basketball!