About Us

NexGen Financial Limited Partnership

NexGen Financial Limited Partnership is an independent financial services firm founded by James Hunter in 2005 to develop value added investment solutions for financial advisors and their clients. The firm is focused on the creation of innovative investment products and services that meet the needs of Canadians seeking more tax efficient investment opportunities and greater control over the tax treatment of their investments. Managed by strong investment professionals, NexGen’s unique Registered and Tax-Managed Fund offerings are well positioned as attractive investment opportunities for Canadians looking to alleviate the tax costs associated with traditional investment solutions. NexGen Funds are simply the better way to invest.

Back Row (Left to Right): Jeremie Dixon, Regional Sales Manager; John Stacey, Director, Taxation; Jag Samra, Director, Fund Administration; Brodie Christ, Associate Vice President, Marketing; Dale Durand, Vice President, Sales; Karl Palmen, Vice President, Sales; Jonathan Baird, Vice President, Investments; Philip Baron, Associate, Marketing; Chris Guthrie, Vice President, Sales; Michael Wilkinson, Manager, National Sales Desk; Shannon Jones, Regional Sales Manager; Adrian vanHooydonk, Regional Sales Manager
Middle Row (Left to Right): Elaine Dixon, Executive Assistant; Gabe Citta, Corporate & Fund Analyst; Cheryl Pearce, Executive Assistant, Office Manager; Laurent Biron, Vice President Sales; Jackie Laser, Vice President Operations; Abe Goenka, Vice President and Chief Operating Officer; Lionel Dubois, Vice President, Sales; Nick Griseta, Vice President Fund Operations; Kam Samra, Regional Sales Representative; Anna Lustenberger, Senior Production Artist
Front Row (Left to Right): Patrick Lincoln, EVP, Senior Legal Counsel; Jim Hunter, CEO; Laurie Munro, President; Jeff Young, Vice President, Investments
Absent: Moira Saganski, EVP, Fund Administration and CFO; Eric Lalonde, Regional Sales Representative