Meet Our Team
Putting our clients first with advice they can trust, values they can believe in and strategies that work.
While the term Wealth Management is bantered around, few can truly define it. Retail investors continue to believe that they are taking full advantage of investment and tax options while they are barely scratching the surface. Discipline, knowledge, and a reluctance to accept mainstream thinking are characteristics which define the truly successful. From backtested portfolio construction, pension style asset management, to tax & trust solutions, we owe it to ourselves to dig deeper
Jason DeJean Senior Portfolio Manager
Financial Planner
CFP, CIM, FCSI, PFP, EPC, CPCA
Jason is a Portfolio Manager and Certified Financial Planner and has been in the financial industry since 1999. Jason partners with his clients to design and implement their personal financial roadmap, recognizing that each client situation is unique and requires customized attention. Over the past two decades, Jason has been working diligently on attaining many designations. He has earned the Certified Financial Planner (CFP), and the Professional Financial Planner Designation (PFP). Recognizing the challenges navigated by our aging demographic, he has also achieved his Elder Planning Counsellor (EPC) designation and is a Certified Professional Consultant on Aging (CPCA). Jason also hold the Chartered Investment Manager Designation (CIM) as well as the Fellow of the Canadian Securities Institute designation (FCSI).
Jason is involved in a variety of charitable activities including his role as the offensive line coach of the Hayden Huskies Junior Football team and the Canadian Securities Institutes newly formed Financial Health for Seniors Content Committee. He is also a board member and frequent writer with Silver Links News – a well-read magazine focusing on boomers and zoomers in the Halton and Peel Region. When he is not at the arena or at the soccer field with one of their three boys, you can find him and his wife on their motorcycle looking for the road less travelled.
Erin Dall
Investment Advisor
Erin, a seasoned Investment Advisor with over 25 years of experience, began her journey in the financial services industry with one of Canada's largest mutual fund companies. She then honed her expertise at one of Canada's premier advisory firms, gaining comprehensive knowledge in various aspects of the industry, including processing, compliance, and client services.
Driven by her passion for financial solutions and collaborative teamwork, Erin continuously builds upon her extensive experience. Her unwavering commitment to clients is underpinned by a dedication to honesty and reliability, fostering robust and enduring client relationships. Erin's mission is to provide clients with nothing less than exceptional financial guidance.
Erin Magee
Investment Advisor CFP
Erin joined a large Financial Planning firm in 2007 after taking a break from her Finance career to raise her twins. She left in June 2022 to join Harbourfront as a Partner in the firm.
She views her role as a Certified Financial Planner as an educator and coach for her clients. Erin is often referred to someone who is facing the big life choices and needs help navigating complex and sometimes overwhelming options.
This can often be a job loss or career change, a divorce, a new marriage or cohabitation, or even what to do with an inheritance. She believes creating the best financial future isn’t about choosing the best stock or bond, but getting to the root of what is important to that specific individual and building a plan from there. Every client has a different past and future – so their financial plans have to reflect that.
When Erin isn’t working with her clients through the highs and lows, she enjoys cooking, spending time with her husband, kids and her rescue dog, Trixie. She can often be found somewhere on the Bruce Trail exploring nature with her Arborist husband.
Tutul Kundu Senior Investment Advisor
CIM
Financial Advisor
Since graduating university with a degree in economics and math Tutul has spent over 20 years as a dedicated Senior Investment Advisor to his clients. Tutul strives to provide superior financial planning solutions with both investment and insurance strategies for his clients to ensure they reach their personal financial goals.
With his ongoing dedication to education Tutul has earned his CIM designation allowing his clients to benefit from his expertise and experience.
900-45 Cumberland Lane Ajax, On L1S 7K3 PH 905 426 8268
Rita Sinha Financial Advisor
Rita joined Tutul and has worked with her clients since 2006. Thanks to her well rounded back ground from her degree in science and chemistry blended with her previous career in the business world of sales, she’s able to offer her clients both innovative as well as tried and true financial strategies.
As a team Tutul & Rita provide all of their clients with full serviced solutions for their financial future.
900-45 Cumberland Lane Ajax, On L1S 7K3 PH 905 426 8268
Russell Landon Senior Investment Advisor
Russell has spent over 25 years as a dedicated Senior Investment Advisor to his clients. Russell strives to provide superior financial planning solutions with both investment and insurance strategies for his clients to ensure they reach their personal financial goals.
Russell has built a practice around catering to the individual, and tailoring investment solutions based on each persons needs and goals. He is known for his patience and willingness to take time to make sure his clients have a full understanding of their investments. His knowledge, combined with his openness are what allow clients to truly trust Russell.
Married, father of three girls, and one large dog. Russell enjoys his hockey and golf. In his free time he enjoys looking at stock charts and studying the markets even more.
PH 289 470 1290 CELL 289 338 7935
Carrie Christian Client Service Administrator/
Special Projects Co-Ordinator
Carrie has an extensive background in administration, back-office processing as well as assisting clients and their families. Carrie brings a diverse background of knowledge and experience to her role and enjoys helping others.
Carrie is an integral part of the team keeping us all more efficient and allowing us to provide the best level of service to our clients.
Krystin Clark Client Service Associate
Krystin has a strong background in processes and technology. She is a specialist in onboarding new clients and help existing clients navigate (painlessly) through the many documents required in our industry.
Her goal at The Wealthbuilding Group is to ensure that financial inquiries and questions are addressed in a prompt, and professional manner for clients at all times. She enjoys having the opportunity to assist in helping people achieve their financial and personal dreams.