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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Johnston & Spencer Advisory Group

  • Home
  • About us
    • Our team
    • Client expectations
    • Our Process
  • Services
    • Our solutions
    • Portfolio partners
  • Market insights
  • Community
  • Contact us

Our team

Address 15 Market Square Suite 702 Saint John NB, E2L 1E8
Telephone Number (506) 634-1220
Email Email us
Email Email
Telephone Number Tel

About Wood Gundy

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 800 advisors in 100 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

 
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Tim Johnston

Tim Johnston

Investment Advisor

Tel:

(506) 634-1220

Email:

tim.johnston@cibc.ca

Tim grew up in New Brunswick and was born into the investment business. His grandfather, godfather and father, David Johnston, taught him how wealth grows through saving and investing in great corporations. Additionally, they ingrained in him the value of always putting client's needs first. He is passionate about helping clients with all aspects of wealth management.

Prior to joining to CIBC Wood Gundy in 2002 as an Associate Investment Advisor, Tim was in charge of research and portfolio management for two boutique investment firms in Montreal. He studied at Bishop's University earning a Bachelor of Arts degree (Major Economics) while also playing on the Varsity golf and basketball teams. He and his spouse, Jen, live in Rothesay with their two sons Noah and Samuel. In his spare time, he enjoys travelling, coaching, reading and playing golf.

Willie Johnston

Willie Johnston

Associate Wealth Advisor

Tel:

(506) 634-1220

Email:

willie.johnston@cibc.ca

Willie started his employment at CIBC Wood Gundy in February of 2015 and is a fully licenced Registered Representative and Life Insurance Broker. He enjoys working with the team based approach that The Johnston Group employs to assist their clients in achieving their financial goals. Willie is passionate about investing, and his interests were piqued at a young age when he was surrounded by numerous family members who worked in the financial services industry. In his spare time, Willie is an avid reader of business, economic, history and philosophy books, as well as investing publications. He also enjoys playing tennis, golf, hockey and basketball.

Jessica Spencer

Jessica Spencer

Financial Associate

Tel:

(506) 636-9144

Email:

jessica.spencer@cibc.ca

Jessica Spencer completed a diploma in Investment Management in 2001 and a Bachelor of Business Administration from the University of New Brunswick in 2004. Jessica has been a fully licensed and registered representative since 2007. Previous to joining the Johnston & Spencer Advisory Group, Jessica was the Branch Administrator of CIBC Wood Gundy Saint John Branch for six years. She was responsible to train and coach support staff and review transactions processed for compliance regulation. Jessica is extremely client focused and puts creating positive client experiences at the heart of everything the Johnston & Spencer Group does. Jessica lives in Rothesay, with her husband Michael and daughter Madeline.

Tim Johnston

Tim Johnston

Investment Advisor
(506) 634-1220
Opens in your telephone provided application.
tim.johnston​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Tim grew up in New Brunswick and was born into the investment business. His grandfather, godfather and father, David Johnston, taught him how wealth grows through saving and investing in great corporations. Additionally, they ingrained in him the value of always putting client's needs first. He is passionate about helping clients with all aspects of wealth management.

Prior to joining to CIBC Wood Gundy in 2002 as an Associate Investment Advisor, Tim was in charge of research and portfolio management for two boutique investment firms in Montreal. He studied at Bishop's University earning a Bachelor of Arts degree (Major Economics) while also playing on the Varsity golf and basketball teams. He and his spouse, Jen, live in Rothesay with their two sons Noah and Samuel. In his spare time, he enjoys travelling, coaching, reading and playing golf.

Willie Johnston

Willie Johnston

Associate Wealth Advisor
(506) 634-1220
Opens in your telephone provided application.
willie.johnston​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Willie started his employment at CIBC Wood Gundy in February of 2015 and is a fully licenced Registered Representative and Life Insurance Broker. He enjoys working with the team based approach that The Johnston Group employs to assist their clients in achieving their financial goals. Willie is passionate about investing, and his interests were piqued at a young age when he was surrounded by numerous family members who worked in the financial services industry. In his spare time, Willie is an avid reader of business, economic, history and philosophy books, as well as investing publications. He also enjoys playing tennis, golf, hockey and basketball.

Jessica Spencer

Jessica Spencer

Financial Associate
(506) 636-9144
Opens in your telephone provided application.
jessica.spencer​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Jessica Spencer completed a diploma in Investment Management in 2001 and a Bachelor of Business Administration from the University of New Brunswick in 2004. Jessica has been a fully licensed and registered representative since 2007. Previous to joining the Johnston & Spencer Advisory Group, Jessica was the Branch Administrator of CIBC Wood Gundy Saint John Branch for six years. She was responsible to train and coach support staff and review transactions processed for compliance regulation. Jessica is extremely client focused and puts creating positive client experiences at the heart of everything the Johnston & Spencer Group does. Jessica lives in Rothesay, with her husband Michael and daughter Madeline.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Krista LeBlanc

Krista LeBlanc, CFP®

Financial Planning Specialist

Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.


As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.

David Lordon

David Lordon, CIM, CFP®

Financial Planning Specialist

Dave has been in the financial services industry for over 25 years. His main focus in the industry has always been financial planning, and he has experience as an investment advisor and as a product specialist. He prides himself on empowering clients with the confidence to make informed financial decisions. He has a strong interest in giving back to his community, and is past president of the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and JDRF.

Bruce Morrison

Bruce Morrison

Estate Planning Specialist

Bruce believes that the key to working successfully with clients is talking to them, not just about their needs, but also their life objectives and how insurance can assist them in the achievement of their goals. Prior to joining CIBC Wood Gundy, Bruce was with a leading insurance company where he was the Director of Sales for National Accounts. In addition to his sales and management roles, he also brings experience from the actuarial side of the desk. This perspective allows him to have a deeper understanding in dealing with insurance needs. Bruce brings with him a strong analytical and mathematical background, having earned his MSc. in Mathematics from Dalhousie University.

Thomas Elinesky

Thomas Elinesky

Estate Planning Specialist

Thomas is a proponent of wealth management and believes that the key to successful financial planning is listening to clients’ needs and life objectives with a focus on how the use of life insurance can assist them in achieving their goals. He previously worked at one of the most successful independent financial planning firms where he primarily provided estate planning and retirement solutions. In addition to his sales and client relationship experience, Thomas also worked with one of the largest insurance companies on the product service and development side allowing him to build in-depth knowledge of current and past insurance products. 

James McStay

James McStay, B.Comm., PFP, CFP®

Private Banking Advisor

James believes a key part of his role is to offer his clients and their families convenience, flexibility and peace of mind through the superior financial advice and solutions he provides.

He starts by understanding the financial goals of his clients — whether in terms of cash and credit management, investments or planning — and develops customized plans and solutions to meet their unique needs. His clients greatly value this level of highly personalized attention and service. James appreciates the opportunity to help our clients through the different stages of their wealth.

Struan Smith

Struan Smith, LLB, TEP

Director, Trust & Estates

As Director, Trust & Estates, I realize the importance of knowing your personal and financial affairs are in order. My goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust, or acting as an attorney for property is time consuming and requires a knowledge of many specialized areas. My team and I have the expertise to execute or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.

Thomas Elinesky

Thomas Elinesky

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Thomas is a proponent of wealth management and believes that the key to successful financial planning is listening to clients’ needs and life objectives with a focus on how the use of life insurance can assist them in achieving their goals. He previously worked at one of the most successful independent financial planning firms where he primarily provided estate planning and retirement solutions. In addition to his sales and client relationship experience, Thomas also worked with one of the largest insurance companies on the product service and development side allowing him to build in-depth knowledge of current and past insurance products. 

James McStay

James McStay, B.Comm., PFP, CFP®

Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

James believes a key part of his role is to offer his clients and their families convenience, flexibility and peace of mind through the superior financial advice and solutions he provides.

He starts by understanding the financial goals of his clients — whether in terms of cash and credit management, investments or planning — and develops customized plans and solutions to meet their unique needs. His clients greatly value this level of highly personalized attention and service. James appreciates the opportunity to help our clients through the different stages of their wealth.

Struan Smith

Struan Smith, LLB, TEP

Director, Trust & Estates
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As Director, Trust & Estates, I realize the importance of knowing your personal and financial affairs are in order. My goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust, or acting as an attorney for property is time consuming and requires a knowledge of many specialized areas. My team and I have the expertise to execute or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.

Krista LeBlanc

Krista LeBlanc, CFP®

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Krista joined the financial planning industry in 2008. She has held various roles throughout retail banking and wealth management. She uses her knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.


As a Financial Planning Specialist, Krista's goal is to create confidence through knowledge; giving families the ability to move forward on decisions affecting their wealth knowing they have a well-thought-out comprehensive plan in place.

David Lordon

David Lordon, CIM, CFP®

Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Dave has been in the financial services industry for over 25 years. His main focus in the industry has always been financial planning, and he has experience as an investment advisor and as a product specialist. He prides himself on empowering clients with the confidence to make informed financial decisions. He has a strong interest in giving back to his community, and is past president of the Greater Moncton Progress Club. He has past and recurring involvement with the Georges Dumont Hospital Foundation and JDRF.

Bruce Morrison

Bruce Morrison

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Bruce believes that the key to working successfully with clients is talking to them, not just about their needs, but also their life objectives and how insurance can assist them in the achievement of their goals. Prior to joining CIBC Wood Gundy, Bruce was with a leading insurance company where he was the Director of Sales for National Accounts. In addition to his sales and management roles, he also brings experience from the actuarial side of the desk. This perspective allows him to have a deeper understanding in dealing with insurance needs. Bruce brings with him a strong analytical and mathematical background, having earned his MSc. in Mathematics from Dalhousie University.

Thomas Elinesky

Thomas Elinesky

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Thomas is a proponent of wealth management and believes that the key to successful financial planning is listening to clients’ needs and life objectives with a focus on how the use of life insurance can assist them in achieving their goals. He previously worked at one of the most successful independent financial planning firms where he primarily provided estate planning and retirement solutions. In addition to his sales and client relationship experience, Thomas also worked with one of the largest insurance companies on the product service and development side allowing him to build in-depth knowledge of current and past insurance products. 

James McStay

James McStay, B.Comm., PFP, CFP®

Private Banking Advisor
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

James believes a key part of his role is to offer his clients and their families convenience, flexibility and peace of mind through the superior financial advice and solutions he provides.

He starts by understanding the financial goals of his clients — whether in terms of cash and credit management, investments or planning — and develops customized plans and solutions to meet their unique needs. His clients greatly value this level of highly personalized attention and service. James appreciates the opportunity to help our clients through the different stages of their wealth.

Struan Smith

Struan Smith, LLB, TEP

Director, Trust & Estates
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As Director, Trust & Estates, I realize the importance of knowing your personal and financial affairs are in order. My goal is to provide you and your family with confidence and peace of mind regarding your estate plan. Administering an estate, trust, or acting as an attorney for property is time consuming and requires a knowledge of many specialized areas. My team and I have the expertise to execute or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.