{"id":145,"date":"2023-12-15T19:43:23","date_gmt":"2023-12-15T19:43:23","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/nexgenwm2-new\/?page_id=145"},"modified":"2026-11-06T14:19:49","modified_gmt":"2026-11-06T19:19:49","slug":"meet-the-team","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/nexgenwm\/meet-the-team\/","title":{"rendered":"Meet the team"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"NexGen\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Meet the Team<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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04<\/span><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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People First. Then Planning.<\/h1>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our team’s depth of experience and analytical range let us tailor wealth management to the life you’re actually living.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Paul\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Direct: 416.619.5682<\/span>paul.mowbray@wellington-altus.ca<\/a><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Paul Mowbray<\/h2>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wealth Advisor, Wellington-Altus Private Wealth
Senior Insurance Advisor, Wellington-Altus Insurance<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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BBA, CFP\u00ae, CLU\u00ae<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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With more than 35 years of experience in wealth management, Paul\u2019s expertise is grounded in his passion to support his clients through life\u2019s transitions with peace of mind and trust. Paul\u2019s approach is based upon a simple belief: financial guidance should support all aspects of a client\u2019s financial life \u2013 recognizing that each decision made together impacts his client\u2019s life beyond their money.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Over the course of his career, Paul has built long-standing relationships with individuals and families who value steady guidance and trusted perspective. Paul recognizes that decisions about money rarely exist in isolation. Whether clients are navigating business growth, retirement, family responsibilities, or legacy planning, he focuses on helping them move forward with clarity and confidence.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Paul holds a Bachelor of Business Administration from Wilfrid Laurier University and has earned both the Certified Financial Planner\u00ae (CFP\u00ae) and Chartered Life Underwriter\u00ae (CLU\u00ae) designations. His insights on financial planning have been featured in a variety of media publications and broadcasts, and he has been invited to serve on several boards in recognition of his business perspective and advocacy for clients. In 2011, he was honoured nationally as Advisor of the Year.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Paul works and lives in Etobicoke with his wife, Stacey, whose support and partnership have been an important part of his journey. Together they have two daughters and spend many winter weekends skiing as a family at Alpine Ski Club. Paul enjoys golf at St. George\u2019s Golf & Country Club, fly fishing, hockey, and traveling to visit friends around the world. He’ll always enjoy thoughtful conversations, sharing a trusted perspective, and getting to know each individual. Please reach out to talk further!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Justin\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Direct: 416.619.5681<\/span>justin.lacchin@wellington-altus.ca<\/a><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Justin Lacchin<\/h2>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wealth Advisor & Associate Portfolio Manager<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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BA (Hons.), CIM\u00ae, RIS<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Justin helps clients make financial decisions that support the life they want to live. As a Wealth Advisor with over 15 years of experience in the Financial Services Industry, he works closely with professionals, families, entrepreneurs, and small business owners to translate their goals, priorities, and responsibilities into clear financial strategies.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Justin\u2019s diverse knowledge, background, passion for this industry, and his unparalleled work ethic, allow him to create a meaningful connection and provide experienced perspective to his clients. Working in collaboration with his team at NexGen, Justin supports clients through both everyday financial decisions and major life transitions. His perspective is shaped not only by experience in financial markets, but also by a deep interest in wellness, behavioural psychology, and high achievement, which inform how he helps clients align financial decisions with their broader values and ambitions. Beyond building strategies and solutions, he provides financial coaching and consulting to help clients to align their financial decisions with their values. Justin works with professionals, families, entrepreneurs, and small businesses and is always pushing the boundaries for what\u2019s possible for his clients.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Justin holds an Honours Bachelor\u2019s degree in Applied Economics from Queen\u2019s University, with a specialization in Econometrics \u2013 a fancy word for advanced statistics. He is a licensed Wealth Advisor, Associate Portfolio Manager, and Certified Investment Manager (CIM\u00ae). He is also licensed in Life Insurance, Accident & Sickness Insurance, and Corporate Benefits.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Born and raised in Toronto, Justin lives in Etobicoke with his fianc\u00e9e Aryna and their dog, Rigatoni. Outside of the office, he enjoys travelling, dining out, cooking, golfing at St. George\u2019s Golf & Country Club in Etobicoke, and spending time at his family\u2019s home in Scottsdale, Arizona. He is also a proud supporter of Toronto sports teams, especially the 2019 NBA Champion Toronto Raptors.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Justin would welcome a conversation with you to explore your financial goals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Tyler\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Direct: 416.619.5683<\/span>tyler.hindley@wellington-altus.ca<\/a><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Tyler Hindley<\/h2>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Associate Investment Advisor<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Tyler works with the NexGen team to help clients navigate their financial decisions with clarity and confidence. He supports advisors and clients throughout the planning and investment process, ensuring that each relationship receives thoughtful attention and consistent care.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Tyler\u2019s experience driving business development and supporting clients while at a global asset management firm, has provided him exposure to clients and advisors across Canada. This experience gave him insight into the many ways individuals approach investing and reinforced his belief that strong financial guidance begins with understanding a client\u2019s life, priorities, and long-term goals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Tyler is an Associate Investment Advisor and brings a strong foundation in investment strategies, financial planning, and client service. Tyler has completed the Canadian Securities Course, Investment Advisor Training Program, and Conduct and Practices Handbook Course (CPH\u00ae).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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After spending several years living in British Columbia, Tyler is happy to be back home in Ontario, reconnecting with friends and family. Outside of work he enjoys staying active by participating in a variety of different sports, as well as spending his weekends at his family\u2019s cottage in Muskoka, relaxing on the dock. If you have any questions, please don\u2019t hesitate to reach out any time.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Cody\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Direct: 416.619.5684<\/span>cody.dundas@wellington-altus.ca<\/a><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Cody Dundas<\/h2>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Associate Investment Advisor<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Cody is passionate about helping individuals and families make thoughtful financial decisions that support their long-term goals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Working alongside the NexGen team, he is dedicated to supporting clients with saving, investing, and planning for the future in a way that feels clear and steady. Cody believes strong advisor relationships are built through trust, careful listening, and a genuine understanding of each client\u2019s priorities.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Cody is a licensed Investment Advisor, committed to continuous learning and believes in building trust-based relationships by understanding individual needs and supporting clients in achieving the life they aspire towards through financial management. Cody works alongside the NexGen team to support clients who want to make confident decisions, without the noise, panic, or guesswork.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Outside of the office, Cody enjoys spending time outdoors, often hiking with his two chihuahuas. He enjoys exploring Toronto, often checking out concerts and new restaurants around the city.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Please reach out anytime, I\u2019d love to get to know you further.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"NexGen\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Get In Touch<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Whether You Want to Talk About Finances or Life, We’d Be Glad to Hear From You<\/h2>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Contact Us\u2192<\/span><\/a>Our Services<\/a><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t\t\t<\/main>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Meet the Team 04 People First. Then Planning. Our team’s depth of experience and analytical range let us tailor wealth management to the life you’re actually living. Direct: 416.619.5682paul.mowbray@wellington-altus.ca Paul Mowbray Wealth Advisor, Wellington-Altus Private Wealth Senior Insurance Advisor, Wellington-Altus Insurance BBA, CFP\u00ae, CLU\u00ae With more than 35 years of experience in wealth management, Paul\u2019s […]<\/p>\n","protected":false},"author":149,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"footnotes":""},"class_list":["post-145","page","type-page","status-publish","hentry"],"yoast_head":"\nMeet the team - NexGen Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/nexgenwm\/meet-the-team\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Meet the team - NexGen Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Meet the Team 04 People First. Then Planning. Our team’s depth of experience and analytical range let us tailor wealth management to the life you’re actually living. Direct: 416.619.5682paul.mowbray@wellington-altus.ca Paul Mowbray Wealth Advisor, Wellington-Altus Private Wealth Senior Insurance Advisor, Wellington-Altus Insurance BBA, CFP\u00ae, CLU\u00ae With more than 35 years of experience in wealth management, Paul\u2019s […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/advisor.wellington-altus.ca\/nexgenwm\/meet-the-team\/\" \/>\n<meta property=\"og:site_name\" content=\"NexGen Wealth Management\" \/>\n<meta property=\"article:modified_time\" content=\"2026-11-06T19:19:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/advisor.wellington-altus.ca\/nexgenwm\/wp-content\/uploads\/sites\/296\/2026\/09\/nexgen-photo-team-tablet.webp\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/nexgenwm\\\/meet-the-team\\\/\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/nexgenwm\\\/meet-the-team\\\/\",\"name\":\"Meet the team - 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