Prioritizing the people behind the numbers
At Johnston Wealth Partners, we don’t see our clients as a set of numbers – we see the unique stories, relationships, and goals that help build a truly meaningful life. With that in mind, we leverage our disciplined approach, dedicated service, and dependable care to deliver all-embracing support in all aspects of your wealth, ensuring you and your family can thrive for generations to come.
Dedicated guides, dependable stewards
While each of our stories have been uniquely shaped by our life experiences, we pride ourselves on coming together – with our team and partners – as dedicated guides and dependable stewards of your hard-earned wealth. We invite you to read our individual stories and to uncover our commitment to our craft, our clients, and our community.
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David Johnston
Catherine Johnston
Pamela Spry
Stefan Dekoning
Extended team
Julia McNaughton
If you are seeking a responsible, interested and ethical team for your investment advice, we recommend Johnston Wealth Partners unequivocally.
—Shirley and Frank S.
Catherine and David Johnston and their wonderful team at RBC Dominion Securities have been an integral part of my family’s financial planning for decades.
—Dr. Gila M.
Our approach
Our mission is to make your days easier through the thoughtful organization of every element of your financial life.
—David Johnston, Senior Investment Advisor
Wealth management
All-embracing, strategic support
In order to provide meaningful value to our clients, our relationship begins by getting to know your needs and goals. After establishing a high level of trust, we then wrap our arms around you and your family by delivering strategic support in all aspects of your wealth, from in-depth financial planning to retirement planning and beyond. Some of our main areas of expertise include:
Financial planning
After getting to know you, your family, and your aspirations for the future, we design a personalized and all-encompassing financial plan – what we refer to as a “template” with our clients – to help you achieve your short- and long-term goals.
Will & estate planning
Leveraging decades of experience – both personal and professional – in protecting loved ones and their assets, we work closely with you to create a thoughtful estate plan and up-to-date Will to meet your objectives and secure your legacy.
Tax planning
Working in close collaboration with your accountant and other professionals, we analyze your unique financial situation and offer a wide range of tax-efficient strategies to address your varied tax obligations and reduce your tax burden.
Retirement planning
By uncovering your hopes, fears, and dreams for the future, we help you and your family plan for a retirement that’s as unique as you are, ensuring your wealth is protected, taxes are reduced, and that your next chapter is the best one yet.
Our clients aren’t just a set of numbers to us – they’re unique individuals. That’s why our aim is to listen closely to their stories and create a tailored plan to help them achieve their goals.
—Catherine Johnston, Wealth Advisor
We promise to:
Focus on your needs and goals
Build long-lasting relationships
Be honest and fair in our dealings
Stay accessible and attentive
Remain transparent in our fees
Follow a disciplined process
Client guides
Guiding you towards sound financial decision making
As a supplement to our ongoing focus on financial literacy for our clients and their families, we are pleased to provide a range of useful guides aimed at answering your most commonly asked questions. If you’d like to further improve your financial literacy skills and those of the next generation, we invite you to contact us directly.
Tax reporting guide
Find important dates and required tax information for your annual tax return.
Family wealth guide
Discover 10 important strategies to build and protect your family’s wealth.
Financial literacy guide
Build sound financial management skills at every stage in your financial journey.
Business owner’s guide
Discover 10 key decisions every business owner should make at each life cycle.
Estate planning guide
Plan for tomorrow, today to retain more of your assets and leave a lasting legacy.
DS statement guide
Explore the different aspects of your statement of account and activity page(s).
From the very beginning to now, we have been thoroughly impressed with the impeccable attention to detail, and solid returns on our investments!
—Ross & Sylvia C.
Johnston Journal
Embrace a higher standard
See why clients choose to partner with us for generations.
Email:pamela.spry@rbc.com
Phone:705-743-3309