About Us

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wealth · preservation · management

The greatest risk many Canadians face is not a bad quarter. It is the quiet tragedy of reaching retirement after decades of doing everything right, only to discover the plan was never ambitious enough. Taxes are certain, inflation is patient, and mediocrity compounds.

The conventional path is well known: mutual funds, steady fees, soft language, low expectations. It asks little of the advisor and less of the portfolio. A portfolio is not a place for low expectations to hide. It is capital with a job to do.

At its best, wealth buys time, options, and freedom. It can fund a family legacy, a larger life, or an indulgence that needs no defense. Whatever the ambition, the standard is the same: capital deserves an owner’s mindset, not a caretaker’s shrug.

That is how WPM is built. We are boutique, fiduciary, and independent: bullish on equities, skeptical of stale advice, and designed for clients with high expectations. Meet the people behind it.

Angels protecting a bundle of cash, symbolizing wealth preservation and security.

James McKnight

James McKnight - Registered Portfolio Manager

Founder, Portfolio Manager, CEO

My mother ran a cleaning business, and I worked alongside her for years. She was strong, but the work was hard and the margins were thin. A better future was not going to arrive on its own.

Investing caught me early because it offered a way to build one. I bought my first stock on a hot tip and lost the lot. The lesson stuck. I became the first in my family to attend university, and the first to leave with two degrees. Years later, I became a registered Portfolio Manager.

Then I did something unusual in this industry: I founded my own firm. The reason was simple. I wanted to manage money away from conflicts of interest and institutional priorities whose true costs rarely appear on a statement.

I did not arrive at that view from textbooks. The most useful lessons came from years of work, mistakes, market cycles, and learning what sounds good in theory but fails when real capital is at stake. That is why I have little interest in portfolios built to satisfy committees, flatter convention, or avoid responsibility.

WPM exists for clients who want judgment and accountability. Every portfolio represents a name, a family, and a future. I manage accordingly.

“Two roads diverged in a wood, and I—

I took the one less traveled by,

And that has made all the difference.”

- Robert Frost, The Road Not Taken

Matthew Lloyd

Matthew Lloyd - Director of Operations

Director of Operations

As a young boy, I dreamed of becoming a pilot—until I realized it was the vacations I loved. My next choice? Stockbroker—a path that led me to complete a Bachelor of Commerce in Finance with distinction. I bring a natural enthusiasm for investment, marketing, and technology to WPM.

I am an omnivorous reader with a special enthusiasm for the great classics (ask me to quote them at your peril), science fiction, fantasy, and history. After hours, I can be found at the gym, experimenting with amateur gastronomy, or dutifully attending to my feline overlord, Rex.

Knowledge can be communicated, but not wisdom.

One can find it, live it, be fortified by it, do wonders

through it, but one cannot communicate and teach it.

- Herman Hesse, Siddhartha

Ron Coutts

Ron Coutts - Associate Advising Representative

Associate Advising Representative

I started my career in the Investment Industry in 1981, 43 years ago, and still enjoy coming to work each day. I specialize in Capital Preservation and Dividend Growth. I love driving my Porsche, and in my off-hours I’m a hard-core Motor Head.

An investment in knowledge pays the best interest.

- Benjamin Franklin

Rex

Rex, WPM's Bengal cat and Chief Bengal Officer

Chief Bengal Officer.

If man could be crossed with the cat, it would improve the man but deteriorate the cat.

- Mark Twain, Notebook

Your wealth deserves better. Let’s talk.

The Prophet of Profit

Crystal ball for The Prophet of Profit blog, providing education and entertainment from a licensed portfolio manager.

Pragmatic investing, not prophecy.