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When you partner with us, you’re taking a step towards achieving the life and legacy that you envision.
With financial insight and expertise in every area of wealth creation and wealth preservation, our Investment Advisors will build a financial plan specifically customized for you. This bespoke approach, backed by industry-leading global resources, are compelling distinctions of our firm. We are driven by your success.
Find an Investment Advisor from our network of specialists across Canada.
Find an Investment Advisor from our network of experts across Canada
Find an Investment Advisor best suited to your location
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- Kelowna View Kelowna advisors
Arno Richter
Arno brings over 19 years of financial services experience to his team. He began his career working on research desks and transitioned to an Investment Advisor role in 2013. Arno's focus is on providing customized investment solutions for individuals, families and business owners looking to secure their financial legacy. Arno is committed to a deep understanding of his clients' needs.
Office: Kelowna
Mark van Hees
A graduate of the University of Calgary in 1994 with a degree in Economics, Mark entered the industry in 1996 as an Investment Advisor at RBC DS’s Calgary office. As the Co-Founder and President of Solium Capital from 1999 – 2002, he specialized in the management and administration of public and private employee, share ownership and entitlement programs. Mark is focused on discretionary portfolio management and wealth preservation for his clients.
Office: Kelowna
Harris Watson
Harris has a passion for helping his clients reach their most important goals. For over 20 years he has worked hard at developing the skills required to be successful in trading, portfolio management, and retail corporate finance; specializing in raising capital for Canadian resource companies. Harris’ clients appreciate his deep understanding of personal finance and capital markets that his breadth of experience provides. Harris and his team engage their clients in a consultative and distinct approach to overall Wealth Enhancement. His mission is to completely understand his clients working together to control the risks and maximize every available opportunity.
Office: Kelowna
The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Independent Wealth Management advisors are registered with CIRO through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.