Meet our team

We work together to achieve your goals

As leading private wealth professionals, Johnstone Wealth Management Group serves a distinguished Southern Ontario clientele of entrepreneurs, business professionals and their families primarily in the GTA and London areas. Jeff Johnstone has forged a highly successful partnership, bringing together their business acumen and capitalizing on their substantial wealth management experience to help high-net-worth clients make smart decisions with their money. And for Edie, Jerome and Jeff, what really excites them about their practice is when their own families values mesh with their client relationships.  In other words, knowing when "that fit is just right," these relationships develop and transcend business.

Our team of experts

Wealth Advisor

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Jeff has a great manner about him. He is intuitive, open-minded, compassionate, and instinctively sees issues from other people’s perspectives. His clients value his astute listening skills and have confidence that his wealth management advice reflects their individual needs.

My Financial Expertise and Passion

Jeff Johnstone’s career in Wealth Management began over a decade ago in Business Development with Canaccord Capital. The allure of wealth advising beckoned and he joined Canaccord Genuity where he worked diligently to develop a successful practice from the ground up. With Jeff’s 2016 move to National Bank Financial Wealth Management, he concentrated on building an enviable book of business, providing customized wealth advice and multi-generational financial planning to affluent individuals, families and business owners. Jeff’s focus is on the numerous exciting opportunities with his partners as they collectively enhance their high-net-worth service offer and propel their business to the next level.

In the Beginning

Jeff earned his stripes long before his foray into wealth advising. His aspirations of becoming a professional hockey player were truncated by a family illness that required him to move back home to Canada. Plans had to be re-drawn as the responsibilities of the family business required his attention. Jeff’s personal life experiences have equipped him with strengths and insights usually attributable to those far beyond his years. His compassion, understanding, commitment and resilience have shaped his distinct abilities to assess the impact of change and to re-calibrate life and financial goals.  Having been awarded the Elwin Derbyshire hockey scholarship, Jeff excelled and shared team captain responsibilities at Queen’s University where he earned his Bachelor of Arts (Economics) following transfer from Oswego State University’s Bachelor of Commerce programme.

My Community Involvement and Giving Back

Jeff remains avidly involved in sports and hockey, in particular.  He is a Member of the Board for the Ontario Sports Hall of Fame, Co-Chair of the Hall of Fame Budget Committee, and assists with fundraising and financials for their Annual Awards Gala. Jeff volunteered with the Special Olympics of Canada for three years and is presently involved in the Step-Up Challenge for Prostate Cancer Canada.

On A Personal Note

An ardent pet-lover, Jeff recalls growing up in what he affectionately refers to as ‘a wild animal kingdom’ of dogs, cats and horses. His early passion was to be a veterinarian, but he knew his limits in dealing with difficult emotional family choices. His fondness for animals reaches far past domestic breeds. Jeff has a fascination with sharks, and cage-diving with them has made his bucket list – a sure-fired way to maintain his reflexes!

But beyond all, Jeff values the importance of family. Friends and coaches alike say that with Jeffrey “what you see is what you get” and he wears his heart on his sleeve. Jeff actively seeks out opportunities for positive engagement. That’s where he derives his greatest satisfaction.

Kimberly Wood, CFP®, CIM®

Senior Wealth Associate

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Enjoying new adventures with great potential

The expertise I bring to my work family

Kim is our salt-of-the-earth, client-focused Senior Wealth Associate whose primary role runs the gamut from relationship-building to working on personalized financial plans, managing investment transactions, and handling our clients’ estate needs with great sensitivity and empathy.  Kim prides herself on her integrity, loyalty, and her ability to support clients on their financial journeys. We can always count on Kim to follow-through and close the loops. Her logical, detail-oriented, and structured approach makes her the ideal person to tie up all the loose ends.   

Kim’s near decade in wealth management began in customer service with TD Financial Group.  She rounded out her experience as a Licensed Associate at RBC Dominion Securities before transitioning to work with Jeff as a Licensed Investment Advisor Assistant at Canaccord Genuity Wealth Management.  In 2016, she transitioned with Jeff to National Bank Financial Wealth Management to continue working as a Senior Wealth Associate.  

Kim deeply values education.  She has a post-graduate certificate in Financial Planning from Sheridan College, in addition to an Honours Specialization B.A. in Political Science from the University of Western Ontario.  Kim is licensed to trade, holds her Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and actively pursues additional Wealth Management credentials.

On a Personal Note

Kim’s depth of commitment at work is directly analogous to her profound sense of personal family values and responsibility.

Kim has enjoyed success in competitive badminton and is also a runner.  In addition to spending time with her 70-pound rescue dog, she is a self-confessed foodie who revels in trying new cuisines and the inherent multi-cultural experiences that offers.

She is a true rock. We’re very fortunate to have her as an integral part of the Johnstone Wealth Management Group.

Mohammed Abdi

Wealth Associate

Our Partners

Our financial advisors | Johnstone Wealth Management Group | National Bank Financial - Wealth Management
Photo of Marie-Claude Blanchet, Senior Financial Planning Consultant, partner.

Marie-Claude Blanchet, CFP, R.F.P., CIM, FCSI.

Senior Financial Planning Consultant

National Bank of Canada
 

Marie-Claude has been a financial planner for over 25 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning.  As a planner, Marie-Claude has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high-net-worth clients. Marie-Claude obtained her Bachelor of Commerce (Hons) from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Our financial advisors | Johnstone Wealth Management Group | National Bank Financial - Wealth Management
Photo of Brian Scott Estate and Insurance Advisor, collaborator

Brian Scott

Estate and Insurance Advisor

National Bank Insurance Firm
 

Over the years, the life insurance industry has undergone dramatic change, the extent of which many individuals fail to realize. In knowledgeable hands, today’s extensive portfolio of life insurance products can be utilized to provide solutions to a broad array of areas, including family, business and charitable planning.

Brian graduated from York University, and entered the financial services industry in 2001. He holds designations as a Certified Financial Planner (CFP)and a Chartered Life Underwriter (CLU), which is Canada’s premier Wealth & Estate Planning designation. He is a member of CALU and a qualifying member of the Million Dollar Round Table with distinguished top of the table honours.

Our financial advisors | Johnstone Wealth Management Group | National Bank Financial - Wealth Management
Photo of Geneviève Gosselin-Tardif, Senior Advisor, Estate Planning, collaborator.

Geneviève Gosselin-Tardif, Civil LL.B., J.D.

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management
 

Genevieve has more than 12 years of experience as a lawyer. She holds a Civil Law degree (LL.B.) (2008) and Common law and transnational diploma (J.D.) (2010). She is a member of the Law Society of Ontario and Barreau du Québec.

Prior to joining National Bank as a Senior Advisor, Estate Planning, Genevieve was in private practice primarily in the area of Wills and Estates Law and Family Law. Her clientele included professionals, entrepreneurs, young families and blended families.

Genevieve is passionate about estate planning and aims to offer clients professional and valuable services. She is fully bilingual (French and English)

On a personal note, Genevieve has a thriving young family that takes up her personal time.

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

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