Justin leads the team’s wealth management process and works closely with clients to bring clarity to their goals. As an Associate Portfolio Manager, he is licensed to provide discretionary advice as a fiduciary.
He joined The Caldwell Group – which recently became Caldwell Housepian Group – in January, 2016 after working with one of Canada’s top think-tanks, the C.D. Howe Institute. There, he refined his skills in analysis and communication by developing strategic partnerships with leading CEOs and senior government stakeholders.
Justin is a strong advocate for giving back, believing everyone can play a role in helping create a resilient, prosperous community. He serves on the Investment Committee of the Kitchener-Waterloo Community Foundation and as a Director for the Centre for Family Business.