Leo Johnson, Wealth Advisor & Vice President Having undergone specialized training to understand the key issues and solutions required to build, preserve and transfer wealth, I work with our clients to ensure every aspect of their wealth is optimized for the future.
Ben Johnson, Investment Advisor Through client meetings and financial planning, I help our clients to uncover what is important to them and then create an investment strategy that will accomplish their goals.
Pam Corby, Investment Representative By answering client questions, scheduling appointments and ensuring everything behind the scenes is running smoothly, I ensure that our client’s receive the level of service that they appreciate.
Brian Clark, Estate & Insurance Advisor As an Estate & Insurance Advisor with BMO Nesbitt Burns I am licensed to do business with most major Canadian life insurance companies, and by working closely with the team this enables us to find the best solution for each of our client’s unique estate and insurance needs.
What do we do?
We work together with our clients to help them define and meet their life goals and objectives. As our clients’ wealth advisory team, our wealth management discussions encompass a broad scope of topics; topics including financial security, retirement and estate planning, business succession, and leaving a legacy. We partner with our clients to uncover and address any concerns and potential issues.
Through a consultative process we arrive at the best possible solutions to provide peace of mind for our clients.
This site can be accessed directly from www.TheJohnsonGroup.ca
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