Pamela Johnston

Business Profile

Summary

Helping affluent women secure their financial future, Pamela Johnston is a Discretionary Portfolio Manager and Vice President at The Johnston Group, Raymond James Ltd. The focus of her Life Planning and Wealth Management practice is the successful woman in business.

A secure financial future entails much more than managing one’s investments. With almost 30 years experience in wealth management and interpersonal growth and life skill training, Pamela assists her clients in visualizing what they want in their future (financial and personal) and what the obstacles are in the way of achieving those goals. Pamela and her clients co-create an interactive, trusting and iterative process that brings dreams into tangible focus, do-able next steps and, ultimately. reality - one step at a time.

Experience

Discretionary Investment Portfolio Manager and Founder Redefining Success: A Wealth Management Program for Women

Financial Services industry

October 2010 – Present (1 year)

I help affluent women redefine their sense of success and manage their financial future.

There are three components to my program:
* Solid Financial Advice - 30 years experience in managing retail investment portfolios, financial, tax, retirement and estate planning
* Right Resources - aligning women with the "right" resources such as Accountants, Lawyers, Management Consultants
* Emotional and Spiritual Support - an overlooked aspect of successful living this could include developing a meditation practice, life coaching, yoga.

Discretionary Investment Portfolio Manager The Johnston Group @ Raymond James Ltd.

Financial Services industry

September 2001 – October 2010 (9 years 2 months)

I am an Investment Advisor in financial services, who has worked since 1982, managing conventional brokerage accounts and discretionary managed portfolios. I began my career with Nesbitt Thomas Deacon, and currently I am with Raymond James Ltd. Throughout my career I have devoted a lot of time to upgrading my interpersonal relationship and life planning skills through involvement in counselling, Conflict and Relationship practices, meditation and spiritual development practices to augment my value to clients. Throughout my career I have earned the title of Vice President, my Canadian Investment Management (CIM), Portfolio Manager designation. I am also Insurance licensed had have been a fellow of the Canadian Securities Institute (FCSI) member since 1998.

Portfolio Manager and VP TD Wealth Management

Financial Services industry

September 1997 – September 2001 (4 years 1 month)

Discretionary Portfolio Manager and VP-Retail BMO Nesbitt Burns

Public Company; BMO; Financial Services industry

November 1982 – September 1997 (14 years 11 months)

Owner PJ Production Services

Entertainment industry

January 1979 – December 1980 (2 years)

Film and TV Production Company: Jack of all trades. Liased between five or six different inter-connected companies, managed production issues, legal process, offering memorandums for financing feature films, made a 16mm film. It was when they asked to have a go a selling some tax shelters that I realized a career in financial services would satisfy my creative spirit and provide me a very comfortable means of support.

Assistant Properties Manager Second City TV

Entertainment industry

April 1978 – December 1978 (9 months)

Obtained, made or got made all the physical props necessary to shoot 7 - 8 comedy skits per week for the Second City TV show shot at Global starring John Candy, Catherine O'Hara, Eugene Levy, Joe Flaherty and Dave Thomas. There was no such thing as "I don't know how to do that!" Skits you might remember - The Bob Hope Dessert Classic, Lawrence of Arabia, the TV's flying out the window for the opening of the show, Dr. Tongue's Guest List (John asked me if he could have it after we shot the skit).

Community Profile

Websites:

• The Johnston Group

Groups and Associations:

• Verity

Personal Profile

Interests:

Golf, meditation, Verity Women's Club, bridge, gardening, playing the electric bass guitar, travel

Education:

The school of hard knock. Artist by nature, Film and TV, Buddhist Meditation,

1967

Mostly self taught probably because my brain worked much faster than anyone else's. My overwhelming urge to express myself just couldn't be tamed and I rarely went to school past Grade 9 (though I wrote all the exams and got exempted). This thirst for expression has not showed any signs of abating!

Honors and Awards:

2003, 2004, 2005, 2006, 2007, 2008 Raymond James Top Producer Award