About

After completing my degree in Economics at Queen's University, I've been a proud member of the Ottawa community since 1986. As a CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter, I uphold a strong code of ethics and professional responsibility in my daily efforts when serving others. This aligns with our existing mandate to build meaningful Client relationships through trusted advice and professional service.

As an advisor with over 35 years of financial industry experience, I work closely with Clients and businesses to fully understand their objectives and challenges. With their financial priorities in mind, I help build comprehensive plans and strategies to help them achieve their goals. This commitment to excellence drives me to build a team that will provide the highest level of advice and service to all Clients, now and into the future.

When it comes to planning for lifetime financial security, you want the best for your loved ones. It can be challenging to provide for your family while also looking to the future. I share your concerns because I know there’s a delicate balance between managing day-to-day finances and accumulating wealth.

With over two decades of experience in the financial services industry, I take great pride in my commitment to Clients. This dedication is based on how I would want my own family’s financial futures to be treated - with understanding and care. I enjoy providing peace of mind to Clients by helping them prepare for a successful financial future and protect their savings in the event of the unexpected.

Growing up in a family and sports household in Ottawa, I quickly learned that greater outcomes can be achieved through teamwork and collaboration. You can go quicker on your own, but much farther together.

This mentally has continued throughout my life. After completing my Bachelor of Commerce degree from Queen’s University while playing on the Varsity hockey team, I worked as an investment banker on Bay Street in Toronto for a boutique M&A advisory firm.

I currently hold my CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter, and Certified Health Specialist designations, as a commitment to Clients that we are educated and up to date on tax planning and retirement strategies.

My process when working with Clients is:

• Understand your current financial picture and goals. This is not a simple "when do you want to retire?" question. This is truly a discussion around what you would like your life to look like and what is important to you.

• Build out a long term dynamic financial plan with projections. We will take a look at cashflow projections, asset projections, and tax and estate projections.

• Stress test your plan for various scenarios and risks. Let us walk through different variables and see the impact of uncontrollable events. Are you and your family going to be okay?

• Implement solutions to achieve and protect long term outcomes. If there is a fit, I would love to partner with you for life.

• Continuously monitor and update your plan with life’s evolving events. Plans change - but we will be prepared. Once the legwork has been completed in building out your financial plan, I will confidently be able to answer questions regarding your long term future when curveballs come your way.

Equipped with a team at the office and another at home with my wife Carly and dogs Rooney and Milllie, I am confident that we help you achieve your financial goals and objectives, together.

Ian Johnston brings a rare combination of global financial experience and a genuine passion for helping Clients achieve their long-term goals. Prior to joining Lifeease, Ian spent his career in financial services supporting Canadian companies through international expansion — developing a deep understanding of complex financial structures and the opportunities that shape today’s global economy.

His technical and real world business experience, allows him to offer Clients thoughtful, informed advice across wealth management and financial planning.

A former NCAA Division I hockey player, Ian brings the same work ethic, resilience, and team-first mentality to every Client relationship, always competing for the best outcomes and never losing sight of the bigger picture.

As an Advisor Assistant, I help the team and the Clients we work with on many administrative tasks. My goal is to alleviate the workload from our Advisors and reduce stress for the Clients. Then everyone can spend more time working towards their goals.

I’m proud to work on such a great team. I want Clients to feel comfortable and confident working with our team. To play my part, I try to help Clients in the best way that I can. As a people person, I enjoy the customer service element of my job.

When I’m not working, you can find me in front of an easel working on a painting or drawing. I love working with oil paints and graphite drawings and anything crafty! In the summer, I enjoy spending time at my trailer with family and friends. 

With over 10 years of customer service experience, I work closely with our advisor team on the wealth side of the business. I am the first point of contact for most Clients to our office and pride myself on delivering a first-class wealth management experience during every touchpoint. My goal is for Clients to feel as though they have someone they can contact within our office, with confidence they will be received with immediate responsiveness and with high quality information.

Beyond my professional endeavors, I cherish spending quality time with my husband and son, often indulging in camping adventures around Ottawa.