Independent by design. Aligned by choice.
Since 1996 RJMwealth has been partnering with individuals and families to build and protect their financial futures.
A legacy of independent advice
Our history. Our growth.
Beginning in financial services
Founding Partner, R. James McNaughton begins his career in personal finance.
Licensed advisor
James becomes a fully licensed financial advisor.
RJMwealth formally established
The firm is officially founded with a focus on bridging taxes and investments.
Joined Equity Associates Inc.
RJMwealth relocates to Equity Associates for enhanced service capabilities.
Team expansion begins
Nick Charles joins the team, beginning a period of strategic growth.
Port Credit office opens
RJMwealth opens a new location in Port Credit (Mississauga) to expand presence in the Greater Toronto Area.
Nathan Rothwell joins as Partner
Nathan brings over a decade of experience from CI Global Asset Management.
Ryan Besse joins as Partner
Ryan brings over a decade of experience from CI Global Asset Management.
Nick Charles named Partner
Nick named partner after over a decade of supporting RJMwealth's clients.