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.

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. 

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 holds the Responsible Investment Specialist designation and manages the ESG updates for clients.

Outside of the office, Sophie enjoys spending time with friends and time outside, specifically up at her family cottage in Pointe au Baril.

Dr. Jennifer Douglas holds a Doctor of Social Sciences from Royal Roads University and brings a human centered, strategic approach to wealth management, rooted in systems thinking and behavioural insight. She facilitates a team dedicated to helping individuals and families navigate complex financial decisions through values based advising and intergenerational planning. Grounded in the belief that wealth is more than numbers, she leads with a focus on people, priorities, and purpose.

Outside of work, she enjoys life’s everyday moments with her son Landon and their dog Willow. Jennifer is inspired to help others plan meaningfully for the future while staying present in what matters most.