Meet our team

Please read the following bios to learn more about our team.

Jeff Sutton, B.A., CFP
Certified Financial Planner
Senior Partner
Office:
647-260-2501 ext. 253
Fax:
905-752-1067

As the founding Partner of Northstone Wealth and Estate, Jeff has more than 20 years in the financial services industry. Specializing in creating unique plans for wealthy Canadian families, business owners and professionals, Jeff is committed to superior service and integrity. His experience and education have helped position him to confidently advise his clients and their future generations. He is an avid golfer and enjoys spending time in Muskoka with his wife, Joanne, and their two boys. Jeff is actively involved with the Cottage Dreams charity, a cancer recovery initiative. Jeff and Joanne’s home base is Pickering, ON.

Adam Gilbert, B.A.
Financial Security Advisor
Partner
Office:
647-260-2501 ext. 563
Fax:
905-752-1067

Specializing in business succession planning, Adam enjoys working with companies to ensure that both business owners and their employees are well taken care of. Adam has helped businesses create strategies that utilize opportunities to minimize taxation, cut costs and save money. In recent years, Adam has become quite involved in working closely with individuals and charities wanting to give back to their community, especially with Community Living York South that holds a special place close to his heart. Adam has a goal of helping put millions of dollars into the treasuries of numerous charities across Canada. An accomplished musician, Adam can be found relaxing at his piano or with his guitar or bass. A proud father of a young son, Adam and his wife Lindsay are based in York Region.

Michael Carnegie
Financial Security Advisor
Partner
Cell:
905-925-0663
Office:
647-260-2501 ext. 349

A partner at Northstone Wealth and Estate with many years of financial security planning experience, Mike comes from a background of education from Durham College and Bowling Green State University in Ohio. Prior to joining the Northstone Team, Mike was positioned in New York as an operations and service representative and took care of the GTA market and its professional teams, the Toronto Maple Leafs, Toronto Raptors and the Toronto Blue Jays.

Mike quotes "building relationships and trust" are the keys to personal and business success. He prides himself in building solid long term financial planning solutions for families much like his own. He currently resides in Oshawa with his wife Dawn and three children and enjoys being involved in his children’s sports teams. Mike’s favourite pastime is fishing and he likes to get out on the water whenever he can.

Jerry Sobie
Financial Security Advisor
Partner
Office:
647-260-2501 ext. 275
Fax:
905-752-1067

Jerry has more than 25 years of experience as a financial security advisor, and brings a wealth of experience and knowledge to our team and his clients. He is an avid golfer and a member of the Scarboro Golf and Country Club where he holds a position on their Board of Directors. Jerry, his wife Laurie, and their two teenagers are based in Toronto and enjoy a very busy and active lifestyle.

Jean Pierre (JP) Gadboury - London Life
Jean Pierre (JP) Gadoury, B.Arch., EPC.
Financial Security Advisor
Elder Planning Counsellor
Partner
Office:
647-260-2501 ext. 213
Fax:
647-260-2507

JP is a graduate from McGill University in Architecture in Montreal. He relocated to Unionville in 1976 and stated his career as a financial security planner with London Life in 1998. He is a member of the Elder Planning council founding and of the Markham Rotary Club. JP enjoys traveling by train and photography. He specializes in pre-retirement and retirement financial advice to maintain quality of life for his clients.

Adam Pulla
Adam Pulla, B.A, PFPC
Financial Security Advisor
Partner
Office:
647-260-2501 ext. 220
Fax:
905-752-1067

After graduating from York University in 2002, Adam joined TD Canada Trust as a financial advisor for five years. His 10 years experience include financial planning, business consulting and business coaching. In 2007, Adam became an investment consultant and financial advisor and distributor for The Great-West Life Assurance Company. In 2010 he became a financial security advisor with Freedom 55 Financial, a division of London Life Insurance Company.

Adam is now a partner with Northstone Wealth and Estate Management, representing Freedom 55 Financial.

Adam has successfully completed the Canadian Securities Institute© PFP, as well as IFIC©, EPC©, and LLQP© programs.

Jeff Sleep
Jeff Sleep
Financial Security Advisor
Partner
Cell:
905-506-0600
Office:
647-260-2501 ext. 210
Toll Free:
1-833-593-2584

A partner at Northstone Wealth and Estate, Jeff comes to us with almost 20 years of experience in various roles within the financial services industry. Jeff has built his reputation on building solid, long lasting relationships with his clients using his experience and personality as well as his willingness to do what is needed and go that extra mile to ensure client needs are met.

Jeff specializes in financial planning for families as well as business owners, helping them create financial plans that suit their needs and help them achieve the financial freedom they are looking for.

Jeff resides in the Newmarket/Aurora area. When not working hard for his clients he is often seen driving his son around to one of his multiple sports teams. When he can Jeff enjoys golf, hockey and baseball. Jeff also volunteers his time as a youth baseball coach & is on the executive board for Newmarket youth baseball.

Vikki Blanco
Vikki Blanco, B.A, EPC
Financial Security Advisor
Elder Planning Counsellor
Partner
Cell:
416-723-5909
Office:
647-260-2501 ext. 262
Fax:
905-752-1067

Vikki is a qualified financial services professional (banking and wealth management) with over 20 years of experience and has contributed to the industry by creating and implementing client-focused best practices. Vikki’s passion for helping people directly inspired her to step away from the corporate side of the industry and start her own practice. It is her sincerest intention to help individuals and their families build confidence with their finances.

Vikki is a graduate of Victoria College, University of Toronto (B.A.) and is licensed for both life /health insurance and mutual funds, in Ontario. She also holds the EPC (Elder Planning Counsellor) designation.

Vikki resides in Markham with her family and strives to be a positive role model for her daughter Georgia. Vikki believes strongly in the importance of Financial Literacy and does volunteer workshops at community centers and libraries.

Mark Pulla
Mark Pulla
Financial Security Advisor
Partner
Cell:
416-302-0466
Office:
647-260-2501 ext. 221

A partner at Northstone Wealth & Estate, Mark’s charismatic character and ability to effectively work with his clients in improving their financial wellness stems from his 15 year career as an educator in the private school sector. Mark takes the time to understand the lives of each of his clients in order to properly assess where the planning needs reside, both now and into the foreseeable future.

Along with his brother Adam, also a partner at Northstone, Mark specializes primarily in Estate & Wealth Accumulation solutions for families & Corporations, ensuring that clients are well versed on their options to build or sustain their wealth and risk management strategies in their financial lives.

“Every client is different”, says Mark, “and so there is no one size fits all approach on the advisory side…when my clients speak, I listen, because the more I understand what is happening in their lives, the better equipped I am to add value through advice.”

Ellen Goldenberg, BA, FLMI, ACS, AIAA
Operations Manager
Office:
647-260-2501 ext. 383
Fax:
905-752-1067

Ellen is a graduate of York University and has spent over 30 years in the financial services industry in various administrative roles. During that time she earned her FLMI, ACS & AIAA designations. Ellen enjoys her yearly camping trips, travelling and resides in northern York Region.

Joanne Sutton
Business Coordinator
Office:
416-291-0451 ext. 261
Toll Free:
1-833-593-2584
Fax:
416-291-3779

Joanne comes to our team with over 20 years of experience and has earned her ACS & AIAA designations. Joanne started her career with Prudential in 1990 and joined London Life in 1996. In 2005, she joined her husband Jeff in building Northstone Wealth and Estate. She enjoys spending time with her husband and their two boys. If Joanne isn’t coaching her youngest son’s soccer team or volunteering at the boys’ school, she loves to relax with a book.