Moe Johnson, CIM
Senior Portfolio Manager
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 Johnston, CFA
Portfolio Manager
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.
Glen Johnson, CFA
Portfolio Manager
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.
Linda Wilson
Client Associate
Linda Wilson is a graduate of Queen's University with a BA in Economics and has been working in the investment industry for over 25 years, joining the JJM Investment Group in September 2013. Linda's primary responsibilities include client correspondence, administration of client accounts, cash balance management and the preparation of institutional quarterly reports. A lifelong resident of Kingston, Linda enjoys traveling to new places both within Canada and further afield. Closer to home, she enjoys taking advantage of the many hiking and cycling trails in the area.
Moe Johnson, CIM
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 Johnston, CFA
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.
Glen Johnson, CFA
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.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Nigel Newland, B.Comm., CFP
Estate Planning Specialist
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
Managing Director Tax and Estate Planning
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Susan Wood, CPA, CA
Director and Senior Wealth Strategist
Susan Wood has over 25 years of experience in the financial services industry. Her background includes experience in public practice, investment banking, commercial banking, private banking and financial planning. Working throughout Eastern Canada, she collaborates with advisors, accounting/legal professionals and their affluent clients to provide in depth and customized planning solutions.
In her role as Wealth Strategist, she provides comprehensive financial planning information and recommendations to clients with specific emphasis on tax optimization, will, estate and trust planning.
Karen West-Taylor
Senior Trust and Estate Consultant
As a CIBC Senior Trust and Estate Consultant, Karen believes that a key component of any wealth management plan is an estate plan that protects your assets, preserves your legacy and ensures your estate is distributed. She offers services as a professional executor, power of attorney for property or trustee. She can also support someone else you appoint for these roles.
Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Karen has the expertise to execute or assist others to execute that role effectively and efficiently.
Avery Shenfeld, PhD
Managing Director & Chief Economist, CIBC Capital Markets
Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.
He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.
His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.
Dr. Shenfeld holds a PhD in Economics from Harvard University.
Nigel Newland, B.Comm., CFP
As a CIBC Wood Gundy Estate Planning Specialist I work with your trusted advisor to provide you with a specialized estate plan. My expertise is rooted in financial and intergenerational wealth transfer solutions, including; preservation, estate enhancement, business succession, charitable giving, retirement income planning and tax minimization.
Before joining CIBC Wood Gundy, I worked for a private sector company based in the United States and prior to that I spent 9 years working with a large financial institution as a wealth advisor. I strive to provide you with timely professional advice that you can put into action.
Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA
As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.
Susan Wood, CPA, CA
Susan Wood has over 25 years of experience in the financial services industry. Her background includes experience in public practice, investment banking, commercial banking, private banking and financial planning. Working throughout Eastern Canada, she collaborates with advisors, accounting/legal professionals and their affluent clients to provide in depth and customized planning solutions.
In her role as Wealth Strategist, she provides comprehensive financial planning information and recommendations to clients with specific emphasis on tax optimization, will, estate and trust planning.