GLEESON INVESTMENT - Key Persons
Job Titles:
- Associate
- Investment Advisor
Johanne joined the team in the spring of 2012. Johanne began her investment career in 1981 and gained expertise in the areas of operations, private wealth management and most recently in institutional portfolio management. She is fully licensed and holds credentials with the Canadian Securities Institute. Johanne's extensive experience and broad knowledge base will help her in her capacity as Associate Investment Advisor. Johanne works closely with Kelly and clients to develop financial and investment plans and is fully committed to delivering an outstanding level of service and advice.
Kelly Gleeson has over 24 years of business/ investment experience. She entered the investment industry in 1993 working in a team environment as a Client Development Manager with one of CIBC Wood Gundy's predecessor firms and joined The Gleeson Investment Group in 2002. Kelly is most interested in clients' financial well-being and clients benefit from her personal, holistic approach and attention to detail. She holds credentials from the Canadian Securities Institute and has completed the Professional Financial Planning Course, and Hedge Fund License. She can also offer a wide array of insurance and income products and estate planning strategies to her clients. As an Investment Advisor, Kelly adheres to a pension-style approach to investing through the careful selection of optimal asset allocations that correspond to the objectives and risk tolerance of each client. "I believe in an open and transparent relationship with clients who view me as their trusted advisor. Our team approach enables us to identify and control risk and to guide clients through good times and provide support and context during difficult times. I'm not interested in chasing the latest fad or flavour of the day and prefer a more cautious, conservative approach based on in-depth analysis and research".
Lisa joined the Gleeson Investment Group in 2022, bringing with her 8 years of experience in the financial industry. She is responsible for the business administration as it relates to the daily operations of our team. Clients can expect a high level of service and prompt responses to inquiries and requests. She is registered with IIROC. Lisa's attention to detail and expertise combined with her caring nature lead to strong relationships of trust with clients.