Meet Our Team

At The Orgil Wealth Management Group, we’re driven by family values and an entrepreneurial mindset. Each team member brings a unique perspective to the team. We’re collaborative, finding the experts you need and liaising with your outside counsel while leveraging the support of Richardson GMP’s team of in-house tax and estate planning professionals. Learn more about our expertise below:

Yaron Orgil CIMA®, FCSI®
Director, Wealth Management & Wealth Advisor
Tel: 416.969.3010 Cell: 416.727.6965 Toll Free: 1.866.305.3548
LinkedIn

Over the past 20 years in the industry, Yaron, has learned there’s nothing more important than family and personal well-being. It’s these deeply seated values that have drawn him to the business owners and wealthy families he works with. As the team leader, Yaron guides the team’s direction, focusing on truly getting to know clients while managing overall asset allocation.

After graduating Cum Laude from Drexel University with a B.Sc, Yaron worked in the U.S financial sector, returning home to Toronto after 9/11 to be closer to his family. In 2004, he launched the Orgil Wealth Management Group under the entrepreneurial umbrella of Richardson GMP.

He holds the Certified Investment Management Analyst (CIMA®) designation from the Wharton School at the University of Pennsylvania. He is also a Chartered Investment Manager (CIM®) and a Fellow of the Canadian Securities Institute (FCSI®).

Athletics are a big part of his life, though his relationship with it has changed. While at Drexel, Yaron played in the American Collegiate Hockey Association, leading his team as co-captain to the Eastern Collegiate Hockey Association championship in his senior year.  He has also represented Israel numerous times at the IIHF World Championships.  Nowadays you’re more likely to find him behind the bench in the winters coaching his kids hockey teams and on the soccer pitch in the summer.

Yaron lives in Toronto with his wife, their three boys, and their dachshund/terrier Stella. He is a member of the executive committee and board of directors for the Canada Israel Chamber of Commerce and involved in numerous philanthropic causes throughout the city.

 

Justin Turner CFA®, FRM®, CIM, CFP®, DMS
Portfolio Manager, Associate Investment Advisor
Tel: 416.969.3015

Over the past six years, Justin has built a foundation of operations and portfolio design expertise for the Orgil Wealth Management Group. His deep knowledge makes him vital to the firm’s strategy for client growth. In addition to managing the day-to-day operations, he also conducts due diligence on new investment opportunities, assists with overall asset allocation decisions, manages trades, and provides guidance on entry and exit points using technical analysis. A student of the markets, he loves navigating the intricacies with unconventional investment strategies including hedge funds, private equity, advanced options strategies, IPOs, FX forwards.

Attracted to the industry since a speaker in his high school class pointed him towards The Wealthy Barber, Justin became an associate investment advisor at a major financial institution in 2008. Looking for more autonomy as part of an entrepreneurial team, he joined Yaron in 2013.

He holds various financial industry designations including the highly regarded Chartered Financial Analyst, Financial Risk Manager, Derivatives Market Specialist and Certified Financial Planner designations. He is currently working on his MBA and CPA at Wilfrid Laurier University.

Justin speaks several languages including Spanish and Portuguese. In his free time, he enjoys travelling, competitive PC gaming, and spending time with family and friends. A dog-lover, Justin is passionate about animal welfare.

Sophy Pen
Administrative Assistance
Tel: 416.969.3016

The administrative backbone of Orgil Wealth Management Group, Sophy balances the day-to-day needs of the firm from arranging meetings to coordinating client paperwork and liaising with outside teams.

After studying fashion, Sophy worked in the retail industry. Attracted to the energy and opportunities within the financial sector, she joined Orgil Wealth Management Group in 2016. 

Beyond the office, Sophy is a devout foodie and loves spending time in the kitchen. She shares that love of food through a catering company she runs with two of her friends. When she’s not spending time with her family, Sophy is also an active member of the Richardson GMP social committee.