Meet your Justwealth team.
Justwealth has assembled a team of financial experts passionate about making the investing experience better for every Canadian.
Andrew Kirkland, CFP, CIM
Andrew is an experienced investment professional who has an unwavering passion for investing, financial planning, and making things right for his clients. Over the last decade, Andrew assumed roles of increasing responsibility at one of Canada’s largest independent asset managers in the areas of client servicing, operations and business development. Andrew obtained his education from the University of Guelph-Humber where he earned a Bachelor of Business Administration. Andrew holds the Certified Financial Planner (CFP) and Chartered Investment Manager designations (CIM).
James Gauthier, MBA, CFA
Chief Investment Officer
James is a highly regarded asset allocator who for nearly 20 years has devised some of the most innovative and sophisticated asset allocation policies for institutions, high net worth clients, and large wrap programs in Canada. James obtained his education from McMaster University where he earned a Bachelor of Science in Mathematics and also completed his MBA in Finance. After graduation, James returned to McMaster where he served as a Sessional Lecturer for undergraduate students for a number of years. James is a member of the Toronto CFA Society and holds the CFA designation.
Richard Burton-Williams, MBA
VP, Partnerships and Strategy
Richard’s background in investment banking and consulting includes 15 years of advisory, client-service, finance, strategy and deal-making experience within Canada, the U.S. and internationally. Richard holds a Masters of Business Administration from the University of Chicago Booth School of Business and a Bachelor of Commerce from McGill University, both with a concentration in Finance.
Eric Helmer M.Fin, CIM, CIPM
Eric has close to 20 years of experience in the investment industry having worked for several major Canadian banks. More recently, Eric was employed as a Senior Software Consultant for a leading investment system provider. Eric holds a Master of Science in Finance from Louisiana State University, a Bachelor of Commerce (Hons) from University of Windsor and a Bachelor of Arts from Carleton University. Eric is a Chartered Investment Manager (CIM) and holds a certificate in performance measurement (CIPM).
Reza Ghaeli, PhD
VP, Client Services
Reza is a seasoned financial professional bringing vast experience from both the academic and business communities. After a successful academic career, Reza joined Royal Bank of Canada serving in various positions from Senior Economist to Corporate Banking Manager and Investment Advisor. After leaving Royal Bank, Reza joined the Ontario Ministry of Finance as a Senior Policy Advisor where he was responsible for providing policy analysis and strategic advice to the Minister of Finance and Deputy Minister on fiscal planning. Reza obtained his PhD in Economics from McMaster University.
Head of Client Experience
Isobel is a friendly and dedicated financial professional with 16 years of experience in the financial services industry having worked for a major Canadian bank and one of the largest independent investment management firms worldwide. Isobel takes great pride in keeping clients happy and getting the job done quickly and efficiently. Isobel obtained her Bachelor of Arts from Queen’s University.
Simon is an accomplished design industry professional renowned for producing practical and efficient messaging and ensuring positive user experiences on client websites. For more than 15 years, Simon has provided communications programs that are timeless and on target for companies such as RBC, Nike, Gatorade, VISA and KPMG. Simon has won a prestigious American Institute of Graphic Arts (AIGA) award along with several national Canadian awards, and his work has appeared in Communication Arts and Applied Arts magazines.
Digital Engagement Specialist
Wajeb is a talented and creative problem solver, entrusted with ensuring that all digital engagement strategies are employed effectively and seamlessly. Across various business sectors and organization types, Wajeb has consistently delivered effective messaging on a wide variety of digital media platforms. One of Wajeb’s greatest assets is to provide human authenticity to all digital communication and user interactions.
Justwealth Advisory Board
Malcolm Hamilton, MSc, FSA, FCIA
Senior Fellow, C.D. Howe Institute
Malcolm is a Senior Fellow at the C.D. Howe Institute. Prior to that, Malcolm was a Partner with Mercer where he worked for 33 years before retiring. Malcolm has been a thought leader in the pension industry for much of his career and has consulted to large Canadian pension plans in both the public and private sectors. Malcolm graduated from Queens University as the Gold Medalist in Mathematics and attended McGill as a National Research Council scholar, receiving his M.Sc. Malcolm became a Fellow of the Canadian Institute of Actuaries and a Fellow of the Society of Actuaries in 1977.
Lisa Kramer, PhD
Professor of Finance, University of Toronto
Lisa is a Professor of Finance at the University of Toronto. Lisa conducts interdisciplinary work in the field of behavioural finance, blending psychology and economics to study markets and financial decision making. She also has interests in neuroeconomics, investments, market seasonality, human decisions, mood, and emotions. Her research has appeared in economics, finance, and psychology journals, and has been extensively profiled in the press, including The Wall Street Journal, Bloomberg Business, Business Week, and Time. Lisa received her Ph.D. from the University of British Columbia.
President and CEO of Kellogg Canada
Carol is President and CEO, Kellogg Canada Inc., and also serves as a member of the Kellogg North America Leadership and Global Leadership Teams. Carol has held a variety of sales and marketing leadership roles within Kellogg Canada spanning over 20 years. Carol holds a Bachelor of Business Administration from Wilfrid Laurier University, where she was recognized as one of the Top 100 Students at Laurier in the past 100 years and was presented with the Outstanding Women of Laurier Alumni Founders Award.
CEO and Founder of FlightNetwork.com
Naman is CEO and Founder of FlightNetwork.com. In 2005, Naman launched FlightNetwork.com with the goal of disrupting the way Canadians booked travel online, and he now leads a team of almost 400 employees in 5 offices around the world. Naman was a finalist for the Ernst & Young Entrepreneur of the Year Award in both 2009 and 2010 and was recognized as one of Canada’s Top 40 Under 40 in 2011. FlightNetwork.com has been listed by PROFIT Magazine as one of Canada’s Fastest Growing Companies for 5 consecutive years.
As the Entrepreneur and Innovation Hub for Mississauga, Brampton and Caledon, co-located with industry partners Xerox Research Centre of Canada and GreenCentre Canada, the RIC Centre offers a comprehensive range of support services to entrepreneurs, including mentorship and advisory services, hands-on workshops and networking events. Utilizing the expertise of RICC’s Entrepreneurs in Residence, Justwealth receives unparalleled professional guidance every step of the way. RIC Centre is a not-for-profit organization working to support innovative businesses within the Ontario Network of Entrepreneurs.
Portfolio Management Association of Canada
Established in 1952, the Portfolio Management Association of Canada (PMAC) is a forum for Portfolio Management firms to share best practices and industry knowledge. Over the years, the Association has evolved to be an active voice in Ottawa and with provincial securities commissions on issues that impact investors and their investment managers. PMAC currently represents over 240 portfolio management firms who collectively manage more than $1.5 trillion of assets on behalf of pension plans, foundations, non-profit organizations, institutions and high net worth investors.