About Us
In May of 1996, R. James McNaughton began working in the financial industry and in 1998, he became a licensed advisor with Balanced Planning Partners in Sudbury, Ontario. In May of 2002 James formed his own company and began building the RJMwealth Team. In 2005, RJMwealth found a new home at Equity Associates Inc. who has been the dealership for RJMwealth and its clients for the past 15 years. In September of 2016 the second RJMwealth office opened in Port Credit, Ontario. The administrative team has evolved over the years, with the addition of Nick Charles in 2013, Nicolina Mendes in 2017, and Viviana Acosta in 2023. In May of 2019, after 13 years at CI Investments in Toronto, Nathan Rothwell joined RJMwealth as a partner. In March of 2023, after 11 years at the same company, Ryan Besse joined RJMwealth as a partner.