Contributor

Jonathan Wellum

Jonathan Wellum has a distinguished career in the financial industry, holding various positions including his present role as the CEO and CIO of RockLinc Investment Partners Inc. He was formerly the CEO and CIO of AIC Limited. He has twice been recognized as Fund Manager of the Year and in 1999, was recognized as one of the “top 40 under 40.”

Mr. Wellum holds a Bachelor of Commerce and a Master of Business Administration degree from McMaster University, and a Bachelor of Science degree from the University of Waterloo. He completed his formal education with a Master of Arts degree in Theology from Trinity Seminary. He also holds the designation of Chartered Financial Analyst (CFA).

Jonathan Wellum will lead research projects focused on understanding the implications of current trends relating to the capital markets, their organization, and their cultural impact. Mr. Wellum brings to Cardus both a wide knowledge of the North American financial industry and an intentional commitment to putting markets in a wider, cultural context.

Says Wellum, “In our materialistic culture we view everything as a commodity to be priced and traded, including life itself. Tragically we have lost sight of the real wealth in a culture that can not be captured and manipulated by accounting methodologies since it is metaphysical in nature. It is the metaphysical component of wealth we have grossly undervalued and even sabotaged. But it remains true that our ability to create sustained wealth is directly tied to our ideas, creativity, innovations, faith in the future and most importantly our values. An economy not anchored in a strong and flourishing value system can not remain strong and prosperous.”

The “Occupy” Debt Serfs

The problem is we have used our remaining economic freedom over the past several decades to further maximize our own situations at the expense of our neighbours'.

READ

More From This Contributor

Jonathan Wellum Nov 28, 2011

The “Occupy” Debt Serfs

The problem is we have used our remaining economic freedom over the past several decades to further maximize our own situations at the expense of our neighbours’.

Jonathan Wellum Jan 30, 2009

Topics:

After the panic button has been pushed

Virtue is not optional. In our financial markets, it was fascinating to see “outdated” virtues such as prudence, self-control, frugality, delayed gratification, honesty and humility suddenly gain more traction as the crisis intensified.

Jonathan Wellum Dec 5, 2008

Topics:

Moral standards and long-term wealth creation in China

“The 21st century belongs to China”?
This will turn out to be another of history’s great failed assumptions unless radical changes are made to that nation’s profound structural and demographic challenges.

Jonathan Wellum Jun 1, 2007 Summer reading

Topics:

Reading ‘business’ this summer

Despite the “humiliation of the word,” if you want to maximize the abilities God has given you, reading good books must form a big part of your life. Expand your thinking with great books in philosophy, leadership, and . . . investment!

Jonathan Wellum Dec 1, 2006 Building business

Topics:

Managing beyond our time

“We have too much to live with and too little to live for,” writes Os Guinness. And it’s true that more and more, leaders in business and in broader culture have no end beyond their own satisfaction, their own short-term gain at long-term expense. The next generation of Christian cultural leaders needs to look beyond today’s circumstances, and learn stewardship for tomorrow.