With over 5 years of direct Wall Street trade floor experience, Justin is a seasoned financial professional specializing in portfolio management and understanding a company’s intrinsic value. His expertise includes overseeing and strategically positioning liquidity portfolios, conducting fundamental analysis across diverse capital structures, and improving efficiency through technology-driven solutions. Justin applies these analytical skill sets to provide personalized financial planning solutions for his incorporated business owners.

Justin obtained his Bachelor of Economics from Queen’s University and his Masters in Financial Economics (MFE) from the University of Toronto. He is also a CFA Charterholder. When not working, Justin is an avid hockey and soccer player, and enjoys portaging and generally spending time outdoors.