ROCKLINC Investment Partners Inc. commenced operation in January 2010. Although the company itself has a relatively short history, our lineage is rich in history and experience that goes far beyond the knowledge of the founding partners.
ROCKLINC as an organization is anchored to the time tested principles of value investing, buying assets below their long-term intrinsic value and patiently holding until the value has been realized.
Our investment strategy compels us to be patient and resolute investors, not short-term price speculators.
Successful investing requires us to ignore the crowd, step outside of the consensus and apply wisdom, discipline and understanding to each investment decision.
ROCKLINC is an independent research-driven investment management firm focusing solely on creating portfolios of high quality assets. Our portfolios are customized to meet the investment goals and objectives of our clients.
Our vision is to be known as a world class provider of prudent wealth management services for discreet investors. These include private individuals, families, corporations and foundations.
Our values are time-honoured and unwavering. The trust and confidence of our clients is our most valuable asset. We know that our long-term success depends on a reputation for honesty, transparency, confidentiality and consistent investment results.
Jonathan Wellum is the Founder, President, and Chief Executive Officer of ROCKLINC Investment Partners Inc., an independent investment management firm focused on building high-quality portfolios for long-term wealth growth.
He began his investment career in 1990 with Portland Investment Counsel (formerly AIC Investment Services), where he served on the senior management team. In 2002, he was appointed Chief Investment Officer, and in 2006, he became Chief Executive Officer.
During his tenure at Portland, Jonathan managed the AIC Advantage Fund, the AIC Diversified Canada Fund, and several other equity mutual funds. He also co-managed exchange-traded funds and oversaw the firm's Private Client business, serving high-net-worth individuals and institutional clients.
His achievements include being named Fund Manager of the Year by Investment Executive magazine in 1995 and at the Canadian Mutual Fund Awards in 1997. He was also recognized as one of Canada's Top 40 Under 40.
Prior to entering the investment industry, Jonathan held corporate accounting roles at Deloitte & Touche and CUMIS Insurance.
Jonathan holds a Bachelor of Commerce and a Master of Business Administration from McMaster University, a Bachelor of Science from the University of Waterloo, and a Master of Arts in Theology and Philosophy from Trinity Evangelical Divinity School (Chicago). He is a Chartered Financial Analyst (CFA) charter holder.
Currently, he serves as Board Chair of the Canadian National Christian Foundation and Financial Discipleship Canada, and as a board member for Encounter the Truth radio ministry (led by Dr. Jonathan Griffiths). He is an elder at Trinity Baptist Church in Burlington, Ontario.
Prior to becoming a Partner with ROCKLINC Investment Partners Inc., Doretta commenced her career in the investment industry at Portland Investment Counsel (formerly AIC Investment Services) in 1996. During her time at Portland, she worked with the executive management team, in particular, with the Chief Investment Officer and Chief Executive Officer. In addition, she was responsible for managing client relations with financial advisors and private clients.
Doretta brings a wealth of practical knowledge to ROCKLINC along with a passion for investing. As a member of the corporate team at ROCKLINC Investment Partners Inc., Ms. Amaral's primary role is assisting the CEO, Jonathan Wellum with various corporate elements of the business. In addition, her duties and responsibilites include overseeing back-office operations, bookkeeping, and client relations in an administrative capacity.
Prior to joining Portland, Doretta worked as an accountant for a property management company. She also administered the back office network supporting a private client investment business including trade execution and settlement.
Doretta holds a Business Administration Diploma from Mohawk College and has completed the Canadian Securities Course. Also, she earned the Canadian Investment Management Designation. In addition, Doretta successfully completed the Partners, Directors and Senior Officers (PDO) Course.
Andrew joined ROCKLINC Investment Partners Inc in 2015. He is responsible for conducting both quantitative and qualitative financial analysis of publicly traded securities. He contributes to the investment decision making process by identifying, analyzing, evaluating and recommending potential investments for client portfolios.
Andrew earned a Bachelor of Science in Economics and Kinesiology from the University of Waterloo. He also holds the Chartered Financial Analyst® designation.
Jesse joined ROCKLINC Investment Partners Inc in 2016. He is responsible for conducting both quantitative and qualitative financial analysis of publicly traded securities. He contributes to the investment decision-making process by identifying, analyzing, evaluating and recommending potential investments for client portfolios.
Prior to joining ROCKLINC, Jesse worked as an Associate for Millcroft Financial Group, a network of advisors under the Power Corporation group of companies.
Jesse earned an Honours Bachelor of Commerce from McMaster University and holds the designation of Chartered Financial Analyst (CFA).
Jonathan has been with ROCKLINC Investment Partners since 2015. He is responsible for conducting both quantitative and qualitative financial analysis of publicly traded securities. Jonathan contributes to the investment decision-making process by identifying, evaluating, and recommending potential investments for client portfolios.
Jonathan earned an Honours Bachelor of Commerce degree from the University of Guelph and is a graduate of Sheridan's Advertising and Marketing Communications program. Jonathan has also completed the Canadian Securities Course.
Braden has been with ROCKLINC Investment Partners since 2020. Braden’s focus is on building long-term relationships with clients; working with them to develop strategies to help them achieve their financial goals. Prior to joining ROCKLINC, Braden worked in manufacturing sales with a specialization in product development.
Braden earned a Bachelor of Arts degree from Redeemer University. He also holds the Chartered Investment Manager Designation.
Jacob joined ROCKLINC Investment Partners in 2022. He focuses on building relationships with new and existing clients in order to enhance the client experience and find new avenues for the ROCKLINC team to add value. Jacob will also be working with our institutional partners to find creative ways to continue to serve their unique needs. Prior to joining ROCKLINC, Jacob spent four years in relationship management at a large mutual fund company in Toronto.
Jacob holds a Bachelor of Commerce degree with a Finance Major from Dalhousie University. He also holds the Chartered Investment Manager designation.
Josiah joined ROCKLINC Investment Partners in 2024. He assists the investment team in the day-to-day oversight of segregated client accounts, leveraging technology to drive efficiency in the portfolio management process. He likewise is a member of the Investment Committee, providing analysis of potential investments and portfolio strategies, in congruence with clients’ long-term objectives and capital requirements.
Josiah earned an Honours Bachelor of Business Administration from Redeemer University. He has also completed the Canadian Securities Course.
We are an independent investment management firm focusing solely on creating portfolios of high quality assets customized to our client’s needs of protecting and growing their wealth efficiently.