Justin Johnston, Cfa®, Cfp®
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Justin Johnston, Cfa®, Cfp® Email & Phone Number

Associate Portfolio Manager at MoneyPower Group of Raymond James Ltd
Location: Ontario, Canada, Canada 8 work roles 1 school
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Role
Associate Portfolio Manager
Location
Ontario, Canada, Canada

Who is Justin Johnston, Cfa®, Cfp®? Overview

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Quick answer

Justin Johnston, Cfa®, Cfp® is listed as Associate Portfolio Manager at MoneyPower Group of Raymond James Ltd, based in Ontario, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Justin Johnston, Cfa®, Cfp®.

Justin Johnston, Cfa®, Cfp® previously worked as Financial Advisor at Raymond James (Usa) Ltd. and Investment Advisor at Rbc Dominion Securities. Justin Johnston, Cfa®, Cfp® holds University from Sprott School Of Business At Carleton University.

Company email context

Email format at MoneyPower Group of Raymond James Ltd

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MoneyPower Group of Raymond James Ltd

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Profile bio

About Justin Johnston, Cfa®, Cfp®

Highly experienced and dedicated investment professional with over 10 years of expertise in providing personalized financial guidance to individuals navigating life transitions. My mission is to empower and support clients during critical moments such as the loss of a spouse, retirement, career change, cross-border relocation, inheritance, or insurance settlements. By offering tailored strategies and comprehensive financial planning, I assist my clients in achieving their long-term goals and securing their financial future. Let's connect and explore how I can assist you through your unique life journey./*********/http://bit.ly/1nspoNnhttps://bit.ly/3UPdtxV

Listed skills include Quantitative Analytics, Research, Investment Advisory, Sales, and 12 others.

Current workplace

Justin Johnston, Cfa®, Cfp®'s current company

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MoneyPower Group of Raymond James Ltd
Moneypower Group Of Raymond James Ltd
Associate Portfolio Manager
Ontario, Canada
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8 roles · 16 years

Justin Johnston, Cfa®, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Portfolio Manager

Moneypower Group Of Raymond James Ltd

Ontario, Canada

Financial Advisor

Current

Mississauga, Ontario

Work closely with clients who have accumulated pension assets in both Canada and the US.

Nov 2017 - Present

Associate Portfolio Manager

Current
Moneypower Group Of Raymond James Ltd

Mississauga

Help build and maintain wealth for high net worth individuals.

Aug 2017 - Present

Investment Advisor

Vaughan, Ontario

I help build, protect and manage wealth.

Jan 2015 - Jun 2017

Compliance Officer

Toronto, Canada Area

  • Maintained investment professional relationships with brokers
  • Research, analyze and evaluate suitability of private placements
  • Ensure client accounts are invested in accordance with their KYC
  • Organized conference calls with brokers to discuss various policies and advised on procedures
  • Consult advisors on various risk and reporting requirements
  • Delivered educational presentations on various financial related topics
2012 - Oct 2014

Senior Financial Service Representative Small Business

Toronto, Canada Area

  • Provided financial advice to clients
  • Proactively solicited clients
  • Analyze business financial statements to determine credit risk
  • Worked closely with underwriters in order to fund mortgages
  • Analyze and interpret specific statistical information to clients concerning their investment portfolios
2010 - 2012 ~2 yrs

Account Manager

Rbc
  • Provided financial advice to small business clients on a needs base approach
  • Proactively solicited clients
  • Analyze business financial statements to determine credit risk
  • Worked closely with underwriters in order to fund mortgages
  • Top mutual fund sales representative in the Toronto district
  • Analyze and interpret specific statistical information to clients concerning their investment portfolios
Oct 2008 - 2010
1 education record

Justin Johnston, Cfa®, Cfp® education

FAQ

Frequently asked questions about Justin Johnston, Cfa®, Cfp®

Quick answers generated from the profile data available on this page.

What company does Justin Johnston, Cfa®, Cfp® work for?

Justin Johnston, Cfa®, Cfp® works for MoneyPower Group of Raymond James Ltd.

What is Justin Johnston, Cfa®, Cfp®'s role at MoneyPower Group of Raymond James Ltd?

Justin Johnston, Cfa®, Cfp® is listed as Associate Portfolio Manager at MoneyPower Group of Raymond James Ltd.

Where is Justin Johnston, Cfa®, Cfp® based?

Justin Johnston, Cfa®, Cfp® is based in Ontario, Canada, Canada while working with MoneyPower Group of Raymond James Ltd.

What companies has Justin Johnston, Cfa®, Cfp® worked for?

Justin Johnston, Cfa®, Cfp® has worked for Moneypower Group Of Raymond James Ltd, Raymond James (Usa) Ltd., Rbc Dominion Securities, Cibc World Markets, and Cibc.

How can I contact Justin Johnston, Cfa®, Cfp®?

You can use AeroLeads to view verified contact signals for Justin Johnston, Cfa®, Cfp® at MoneyPower Group of Raymond James Ltd, including work email, phone, and LinkedIn data when available.

What schools did Justin Johnston, Cfa®, Cfp® attend?

Justin Johnston, Cfa®, Cfp® holds University from Sprott School Of Business At Carleton University.

What skills is Justin Johnston, Cfa®, Cfp® known for?

Justin Johnston, Cfa®, Cfp® is listed with skills including Quantitative Analytics, Research, Investment Advisory, Sales, Wealth Management, Financial Analysis, Risk Management, and Asset Allocation.

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