Johnstone Wealth is the result of decades of expertise and a clear vision: aligning your ambitions with our insights. Through a personalized, collaborative approach, we create strategies tailored that reflect your unique circumstances and ambitions.
Senior Wealth Advisor
Wealth Advisor
Wealth Advisor
Senior Wealth Associate
Wealth Associate
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.
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.
With 20 years in the banking industry, Katherine uses her extensive knowledge to assist clients with their financing and banking needs. Katherine takes a holistic approach to develop a personalized strategy and, as part of our team, offers a full suite of banking and lending solutions tailor-made for wealth management clientele. She prides herself on making the entire lending process easy for her clients; taking the time to understand each individual situation, providing trusted advice, answering questions and providing ongoing support and servicing.
*Financing solutions are subject to credit approval by National Bank.
Brian has over 20 years of experience in the insurance industry. He is a graduate from York University, and holds designations as a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU), which is Canada’s premier wealth transfer and estate planning designation.
Brian’s focus is working with families holding an interest in private corporations, who have built their wealth, through their private business. While there is plenty of value, there is often no liquidity. Brian is often asked for alternatives to address this immediate need for liquidity, and protect the value that has been built. This involves working with the existing advisory team, to properly integrate the idea into the corporate structure and the family’s estate plan.
Over the years, Brian has built the infrastructure to not only design and execute insurance strategies, but to support them on the ongoing basis. As a business owner himself, Brian relates with fellow entrepreneurs and understands that creative, forward thinking strategies that are client-driven, are essential to delivering value.
