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 15 years, 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
Head of Justwealth Institutional
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.
Senior Director, Business Operations
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.
Pat Bolland has been in the investment industry for more than 4 decades. Pat started work on the floor of the Toronto Stock Exchange as a phone clerk for McLeod Young Weir. Over a decade he progressed through retail and institutional sales to help take MYW to a leadership position on Bay Street. Pat spent the next 25 years in media; as TV-host at BNN and SNN; on-air business editor at CNBC and CBC; radio host on CFRB; and writer for Moneysense, Sun Media and AOL. Despite all his media, business and sport ties he still gets stopped on the street, usually by someone who states … “You’re the guy with the ‘stache’!
VP, Relationship Management
Shaun has a unique blend of experience from client-facing roles in both marketing and personal financial management. Shaun is passionate about educating clients to provide them with a better understanding of the services they receive, and pays close attention to detail to ensure exemplary service. Shaun obtained his education from Carleton University, where he earned a Bachelor of Commerce degree with a concentration in Marketing.
Cathy Tuckwell, CFA
Cathy’s experience in over 25 years in the investment management industry includes portfolio management, operations and compliance. Her experience comes from both small and large firms serving institutional, pension, estates and trusts, and high net worth individuals. Cathy served as the Chair of the Compliance Network of the Portfolio Management Association of Canada for a number of years. In addition to working with Justwealth, Cathy also volunteers on Lakehead University’s Board of Governors. She has a Bachelor of Arts (Economics) from the University of Alberta, is a CFA Charterholder and is a member of the CFA Society Toronto.
Brett is a recent university graduate with an aptitude for quantitative and statistical analysis. Brett is an active contributor to the investment, compliance, and marketing operations of Justwealth. Prior to joining Justwealth, Brett provided statistical analysis for a major North American consumer products manufacturer. Brett earned his Bachelor of Science in Mathematics at 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.
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.
SEB Administrative Services Inc.
SEB Administrative Services Inc. (“SEB Admin”), is a technology company that designs and develops cloud-enabled products and services for improved benefits administration. SEB Admin’s FlexPlus™ solutions can transform back-office processes and offer a sleek, automated experience for plan members. SEB Admin’s experienced client teams can pinpoint customer needs and create realistic solutions based on industry best practices. SEB Administrative Services, Inc., is a subsidiary of Smart Employee Benefits Inc., (TSXV: SEB).
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.
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.