A graduate of The Ivey School of Business at Western University, Moe Johnson holds an honours degree in Business, concentrating in Finance. He began with Wood Gundy in Toronto in 1974, and has worked on behalf of clients in his Kingston office since 1980. He adheres to a principle of meeting client objectives with high quality, well-researched investments. After over 15 years of research Moe has published his book, “The Potters Reach”, thoroughly covering 19th century Ontario utilitarian pottery.

Ryan has been advising affluent families, institutions and charitable groups since 2008. Working with Moe and Glen, he is responsible for the research and investment of client assets, the cornerstone of which is the assurance that every investment portfolio is tailored to meet each client's unique objectives. He holds a Bachelor of Commerce degree concentrating in Finance from the Telfer School of Management at the University of Ottawa, as well as the Chartered Financial Analyst (CFA) designation. When not at the office, he enjoys spending quality time with his wife Larissa and their three kids Colton, Cameron and Briar and in his spare time tries to live an active lifestyle running, cycling and skiing.

A finance major and graduate from McGill University, Glen Johnson also holds the Chartered Financial Analyst designation. From the Toronto office, Glen works closely with Moe and Ryan on research, and conducts ongoing portfolio reviews with clients. After receiving the quintessential book on value investing from his father over 15 years ago, ‘The Intelligent Investor' ignited Glen's interest and an eventual career in investing was inevitable. Outside of the office, Glen enjoys friendly matches of golf, ping pong and euchre with his frequently victorious wife, Kamini.

Born in Kyiv, Ukraine, Svitlana came to Canada as a teen and graduated with honors from Queen’s University. With over 15 years of experience in the financial services industry, Svitlana’s passion is building financial plans by actively listening to her clients and understanding their unique needs and priorities. Svitlana holds the Certified Financial Planner (CFP) designation, Financial Management Advisor Designation (FMA), and Advanced Estate and Trust Planning certification. Outside of the office, Svitlana is an avid traveler, and when at home enjoys yoga, DIY home improvement projects and, most importantly, quality time with her always-on-the-go family.

Sophie holds a Bachelor of Arts in Global Development from Queen's University and joined the JJM Group in 2022. From the Toronto office alongside Glen, Sophie supports Moe and Ryan with financial research, trading, estates, and client correspondence. With her interest in all aspects of sustainability, she manages the ESG updates for clients. She is currently working towards her Chartered Investment Manager (CIM®) designation. Outside of the office, Sophie enjoys spending time with friends and time outside, specifically up at her family cottage in Pointe au Baril.

Kirsten holds a BBA from Laurentian University and an MBA from Queen’s University. She joined the JJM Group in 2025 bringing 3 years of experience from financial institution in a similar role. From the Kingston office, Kirsten supports the team with day-to-day client account administration, cash requests, and preparation of quarterly institutional reports. She enjoys working closely with the clients, and is passionate about building long-lasting relationships. Outside of the office, Kirsten is an avid skier and enjoys spending quality time with family and friends.

Natalia grew up in Brazil, where she earned her law degree and worked in the country's oldest bank before moving to Canada with her husband. She joined the JJM Group in 2025 and supports the team with preparation of client reports, cash balance management, research reports, and client account updates. With her time out the office, she enjoys watercolor painting and reading, especially history books.

Sheri Mallen is a graduate of St. Lawrence College with a Certificate in Accounting and has been working in the financial services industry for over 35 years, joining the JJM Investment Group in November 2025. Sheri's primary responsibilities on the team include client correspondence, administration of client accounts, sending annual tax packages for clients, the preparation of institutional quarterly reports and estates. A resident of Kingston, Sheri enjoys spending time with her family and billet family.