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
From a single advisor to a full-service wealth management team.
Beginning in financial services
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
A new office in Port Credit, Mississauga expands our presence in the Greater Toronto Area.
Nathan joins as partner after over a decade in the asset management industry.
Nathan brings over a decade of experience from CI Global Asset Management.
Ryan joins as partner after over a decade in the asset management industry.
Ryan strengthens the team with 13 years of asset management experience from CI Global.