Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
BA (Hons.), CIM®, RIS
Wealth Advisor & Associate Portfolio Manager
Justin provides next-generation professional advice you can trust, allowing you to self-actualize and align your purpose with your finances.
With over 50 years combined experience with his business associate, Paul Mowbray, in financial services (working with professionals, families, entrepreneurs, & small businesses), to a passion for wellness, high achievement and behavioural psychology, Justin’s diverse background allows him to deliver an elevated experience and perspective to his clients.
Justin has experience creating financial plans that include forward-thinking investment strategies and efficient wealth transfer solutions tailored to your financial goals. He also finds passion in financial coaching and consulting, helping clients align their financial decisions with their values. Additionally, Justin and the NexGen team have relationships with accountants and lawyers who provide tax planning advice to their clients.
Justin holds a bachelor’s (honours) degree in Applied Economics from Queen’s University. He is a licensed Wealth Advisor, an Associate Portfolio Manager and a Certified Investment Manager (CIM®). Justin is also a licensed Life Insurance, Accident & Sickness Insurance, and Corporate Benefits Advisor.
Born and raised in Etobicoke, Justin currently resides in downtown Toronto, where he has lived since 2012. When he’s not working or spending time with his fiancée, Aryna and his dog Rigatoni, Justin enjoys golfing at St. George’s Golf & Country Club in Etobicoke, dining and travelling the globe. Some of his most joyous moments come from his time at his family’s home in Scottsdale, Arizona and cheering on his Toronto sports teams, especially the 2019 NBA Champions, the Toronto Raptors!
Feel free to reach out anytime at 416.619.5681 justin.lacchin@wellington-altus.ca —whether you want to chat finances, life, wellness or sports!
Associate
With over 35 years of experience in wealth management, Paul’s expertise is grounded in his passion to provide exceptional client service and develop meaningful long-term relationships. Paul’s holistic approach reflects all aspects of a client’s financial life – to build personalized plans that consider wealth accumulation, asset preservation, and tax minimization.
As part of the client experience, Paul understands how important it is to “bring focus to the future,” and “build partnerships for life by having a deep relationship and understanding with key clients, which allows me to offer advice that leads to solutions, rather than products. My relationships are based on trust, integrity and mutual respect. I share the same values and lifestyle ideas as our clientele.”
An alumnus of Wilfrid Laurier University (BBA), Paul has his CERTIFIED FINANCIAL PLANNER® designation and has been selected to share his expertise in numerous publications and broadcasts on financial planning. Paul has been asked to sit on several boards, based upon his business acumen and strong voice supporting client issues. In 2011, he was awarded national “Advisor of the Year,” at his prior firm.
Paul works and lives in central Etobicoke. Throughout his career, Paul’s success in building valued relationships is also a testament to the continued support and inspiration from his wife Stacey. Paul and Stacey have two daughters and ski as a family every winter weekend at Alpine. When time permits, Paul enjoys playing golf at St. Georges, fly fishing, hockey, and loves to travel the world visiting international friends.
Associate Investment Advisor
Previously working as an Inside Sales Representative for a global asset management firm, Tyler worked closely with financial advisors to understand and address the needs of their clients directly, and to provide tailored investment solutions. Here at NexGen, he looks forward to helping clients navigate their own unique financial journey and instill confidence in their wealth management team.
Having just returned from spending the last few years in British Columbia, Tyler is happy to be back home in Toronto, reunited with friends and family. Tyler is an avid sports fan and enjoys staying active and spending his time outside. In the summer you can find him running or biking down lakeshore, or spending his weekends at his cottage, relaxing on the dock.
If you have any questions, please don’t hesitate to reach out any time.
Associate Investment Advisor
With a strong passion for capital markets and a client-first mindset, Cody is currently working towards earning licensing as an Investment Advisor in Canada. He is dedicated to learning and staying ahead in the dynamic world of finance, consistently striving to provide thoughtful and well-informed advice to clients. Guided by a commitment to helping people navigate their financial journeys, Cody believes in building trust-based relationships by understanding individual needs and tailoring strategies that align with clients’ financial goals. Whether through thorough research or clear communication, Cody is driven by the opportunity to make a positive impact on clients’ lives and empowers them to make confident investment decisions.
