Our financial advisors | Johnstone Wealth Management Group | National Bank Financial

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Jeffrey Johnstone

Senior Wealth Advisor

416-507-9137

416-869-1415

jeffrey.johnstone@nbc.ca

Jeffrey Johnstone

English

Jeff Johnstone is a Senior Wealth Advisor at National Bank Financial. With over 15 years of experience in the wealth management industry, Jeff started his career at a global independent wealth management firm before moving to National Bank in 2016. Jeff specializes in providing tailored investment and financial planning advice to high-net-worth families, business owners and professionals.

Jeff graduated from Queen’s University with a B.A in Economics. Jeff also serves on the board of the Ontario Sports Hall of Fame and volunteers for the Step-Up Challenge for Prostate Cancer Canada.

In Jeff’s spare time, he enjoys spending time with his wife and daughter. When Jeff isn’t chasing his daughter around, he enjoys playing hockey and golf and cheering on the Toronto Maple Leafs.

Kimberly Wood, CFP®, CIM®

Wealth Advisor

English

Kimberly Wood is a Wealth Advisor with the Johnstone Wealth Management Group. Kimberly Wood started her career in the financial services industry in 2012 with a large bank-owned firm. Kimberly transitioned into wealth management in 2013. Kimberly has worked with Johnstone Wealth Management Group since 2015.

Kimberly graduated from the University of Western Ontario with an Honours Specialization B.A. in Political Science and completed her post-graduate certificate in Financial Planning from Sheridan College. Kimberly holds her Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.

Kimberly provides clients with personalized investment, estate and financial planning solutions and along with this, peace of mind.

In Kimberly’s spare time, Kimberly enjoys spending time with friends and family and her 70-pound rescued golden retriever, Samson.

Graham Ross, MBA

Wealth Advisor

English

Graham Ross has been working in the financial services industry since 1985, where Graham was the Vice President of Strategy and Sales at a large international bond firm. Graham transitioned into wealth management in 1998 as an Investment Advisor. In 2016, Graham joined National Bank Financial Wealth Management and continues to provide customized wealth advice and multi-generational planning to high net-worth families and business owners.

Graham completed his Bachelor of Arts in Economics at St. John Fisher College in New York in 1978 and his Master of Business Administration at the University of Toronto in 1986.

Graham has long advocated low-cost index investing. Graham uses his background in economics and fixed income to create personalized investment portfolios for high net-worth clients. In addition to portfolio management, Graham’s team provides complementary financial and estate planning services to round out his comprehensive wealth management practice.

Graham and his wife, Lisa have 4 children and 5 beautiful grandchildren together. In Graham’s spare time, Graham enjoys spending quality family time and walking his dog, Palmer.

Kevin Diep, CIM®

Wealth Associate

416-869-8092

416-869-1415

kevin.diep@nbc.ca

English, French, Cantonese and Mandarin

Kevin is a Wealth Associate with the Johnstone Wealth Management Group. Kevin joined National Bank Financial in 2021 with a background in personal banking and investments at a large financial institution.

Kevin graduated from Vanier College with a degree in Social Sciences. Kevin holds his Chartered Investment Manager (CIM®) designation

Kevin manages the day-to-day transactions and administrative needs of our clients. Kevin is fluent in English, French, Cantonese and Mandarin.

In Kevin’s spare time, Kevin likes to watch and play badminton, basketball and swimming. Kevin enjoys travelling around the world and learning about different countries and cultures.

Ini Nadar

Wealth Associate

416-869-7678

416-869-1415

ini.nadar@nbc.ca

English, Hindi, Tamil and Gujarati

Ini is a Wealth Associate with the Johnstone Wealth Management Group. Ini joined National Bank Financial in 2019 with a background in personal banking and investments at large financial institutions for almost two decades.

Ini holds a Bachelor of Commerce degree along with a Diploma in Software Programming and has completed courses from the Canadian Securities Institute.

Ini excels in business development and client servicing and is fluent in English, Hindi, Tamil and Gujarati.

In Ini’s spare time, she likes to hike and spend time with her husband and daughter. Her new found interest in gardening and badminton keeps her happy and busy.

Our Partners

Our financial advisors | Johnstone Wealth Management Group | National Bank Financial - Wealth Management

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 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.

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.
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.
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.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.