ABOUT US
Justin Hamilton, CFP, CHS, CEA, EPC
President
Justin has been in the financial services industry since 2004 and during that time has held many different positions all the way from working in the mail room Financial Horizons (a life insurance brokerage) to owning and operating a successful financial planning practice, Hamilton Financial Inc. Justin successfully sold Hamilton Financial in 2017 but continued to practice financial planning in addition to holding the position of Sales Director for all Southwestern Ontario for Financial Horizons. Justin is a Certified Financial Planner and looks to offer clients sound financial planning advice with a goal of providing peace-of-mind to his clients with a strong focus on risk management, retirement and estate planning needs. Justin graduated from the University of Western Ontario with a degree in Sociology. Justin has a post-graduate certificate in Professional Financial Services from Fanshawe College. Along with having his life insurance licence and full securities licence, Justin has earned his Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), Certified Executor Advisor (CEA) and Elder Planning Counselor (EPC) designations. Justin is an avid sports fan who loves to attend, watch and play many different sports throughout the year including hockey, skiing and golf to name a few. If you do not find Justin in the gym by 7am he is more than likely at the family cottage on Georgian Bay.
I’m a proud member of the following professional organizations:
- CFP
- CHS
- CEA
- EPC
- ADVOCIS
Sheena Paiva
Executive Assistant
Sheena Paiva is an accomplished Executive Assistant at Wealthstream Partners Inc. With a rich career spanning 17 years in administrative roles, she brings a wealth of experience and expertise to her current position. Having spent nearly five years in the insurance industry, Sheena possesses extensive knowledge and a strong background in supporting various aspects of insurance operations.
Sheena’s proficiency lies in working closely with underwriters, providing invaluable assistance throughout the insurance application process. Her deep understanding of the underwriting process enables her to efficiently manage and streamline operations, ensuring smooth communication and collaboration between all stakeholders involved.
Beyond her professional endeavours, Sheena is a devoted mother of two. She finds immense joy in learning new things through her children, recognizing them as the best teachers, especially in today’s rapidly evolving technological landscape. As technology continues to advance at a remarkable pace, Sheena embraces the opportunity to stay updated and adapt to new trends through her personal experiences as a parent.
In her leisure time, Sheena indulges in her passion for horticulture. Exploring garden centers is one of her favourite pastimes, where she delights in discovering unique floral varieties and experimenting with captivating colour pairings. This love for gardens reflects her appreciation for beauty and her keen eye for aesthetics.
With her extensive administrative background, deep knowledge of the insurance industry, and dedication to personal growth, Sheena Paiva is a valuable asset to the team at Wealthstream Partners Inc. Her friendly and professional demeanour, combined with her passion for learning and creativity, make her an exceptional Executive Assistant.
Andy MacNeil, CSC
Associate Advisor
As an Associate Advisor dedicated to serving physicians and business owners, he provides tailored financial guidance for navigating the unique challenges of these professions. With a finance degree from Western University, he offers sharp insights into wealth management intricacies. Understanding the demanding nature of the medical field and small business needs, he prioritizes comprehensive financial planning from residency to retirement and beyond. Collaborating closely with clients at Wealthstream Partners Inc., he crafts personalized strategies aligned with individual goals. Proactive communication, trust-building, and staying informed about industry trends define his approach. With empathy and integrity, he empowers clients to achieve financial success and focus on what matters most. Ready to help clients take control of their financial well-being, he invites connections at Wealthstream Partners Inc., aiming to build secure futures while clients continue providing exceptional care.
James C. Lackner, BA, CLU
Financial Advisor
Jim received his Chartered Life Underwriter (CLU) designation in 1976 and is a member of Advocis. He is a founding member of the Conference for Advanced Life Underwriting.
During his career (1969 to present) in estate and tax planning, Jim has been instrumental in the establishment and development of several successful insurance planning and distribution companies. Jim is a member of Advocis (The Financial Advisors Association of Canada).
Jim currently brings his extensive experience and expertise into focus on the needs of families who have gathered significant personal assets or built privately owned businesses.
Beverley Middlemass, EPC
Associate
Prior to joining Wealthstream Partners Inc., Bev spent a large part of her career as the General Manager of Transamerica Life Canada’s Toronto West Brokerage Office, always striving to provide the best quality service to their Associates and their Clients.
Through Wealthstream Partners Inc., Bev has the same objective to provide quality service and financial planning.
Bev is a member of Advocis (The Financial Advisors Association of Canada). She has earned the designations of Elder Planning Counsellor and Certified Professional Consultant on Aging.