Our team

As the founding partner of Northstone Wealth Estate, Jeff has more than 30 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 in coaching minor hockey in Toronto. Jeff and Joanne’s home base is Pickering ON.

With over 20 years in the financial industry, Adam has a passion for working with affluent Canadian families, business owners, professionals and their charities. Problem solving creative financial solutions, finding fiscal opportunities and specializing in business succession planning, Adam’s forte is working with companies to ensure that both business owners and their employees are well taken care of. Adam’s clients have benefited from tax minimization strategies to their current situations, their families and for down the road. 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.

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.

Vikki helps her clients build financial security plans by doing a deep dive analysis of the big picture to determine actions needed to secure a sound financial future.

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 enjoys spending time with loved ones, staying active and getting out in nature.

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.

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.

JP is a graduate from McGill University in Architecture in Montreal. He relocated to Unionville in 1976 and started 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.

Jerry is a partner and founding associate of Northstone Wealth & Estate. He has over 35 years of experience in the financial services industry, both in the management and advisor roles. He was selected to be a member of Freedom 55 Financial’s first Executive Advisory Council. Jerry is known for his client focused approach and has built many long-term client relationships. He is an avid golfer and loves spending time with his wife Laurie and 2 grown children.

Having worked closely with Northstone Wealth & Estate for the past 10 years Vince joins the team as a partner.

Vince has a passion for helping clients realize their opportunities to grow their wealth. His enthusiasm, knowledge and sense of humour enables him to build trusting and lasting relationships.

Vince’s specialty is generational wealth transfer in the most tax-efficient means possible. As an Elder Planning Counsellor (EPC), he is highly adept at navigating financial matters with the utmost sensitivity and patience.

Vince has a BA in Economics from Wilfred Laurier University and continues to attend courses to expand his knowledge base. In his spare time, Vince enjoys playing and watching hockey and golf and spending time with his daughters.

Tyler is an experienced and knowledgeable financial security advisor ready to work with you to help meet your personal and your family’s financial security goals. Tyler is a graduate of Carleton University (BA) and is licensed in Ontario for both life / health insurance and mutual funds. He is also currently working toward his CFP® designation. When he’s not working with his clients, he likes to volunteer and travel.

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.

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.

Leona has spent 20 years in the financial and insurance services industry before taking a pause in her career to raise her family. She rejoined the workforce with Northstone Wealth and Estate in 2019. Leona enjoys spending time with her family and in her spare time you will find her working on a crafting project.