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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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- Oakville View Oakville advisors
Morgan Steele
Morgan enjoys creating modern portfolios that deviate from the traditional 60/40 mix. Morgan holds a Bachelor of Commerce (Finance) from Dalhousie University, and is a CFA Charterholder. He boasts a very well-rounded financial background, with previous roles as both a High Yield Bond Analyst and Equity Research Analyst. To hone his understanding of distressed debt, Morgan spent a stint in New York City with a hedge fund. Morgan is fully options licensed, in order to assist our clients in managing risk and exposure within their portfolios through derivatives trading. As a former competitive golfer, Morgan can often be found on the green. He is an avid reader who enjoys staying active (working out, running or playing beach volleyball.) He is a proud supporter of the Canadian Cancer Society and the work that they do.
Office: Toronto
Thane Stenner, CIM®, FCSI®
Thane Stenner is based in Vancouver, British Columbia, Canada, and is a Senior Portfolio Manager and Senior Wealth Advisor of Stenner Wealth Partners+ at CG Wealth Management Canada and CG Wealth Management USA. He has spent more than 25 years understanding and managing the unique financial complexities facing wealthy investors, family offices, and institutional fiduciaries in North America. He is cross border licensed with FINRA in the USA and with CIRO in Canada.
Office: Toronto
Darrell Thompson
Darrell is a Senior Investment Advisor with 29 years of experience for his Canadian and non-US resident clients with Canaccord Genuity Corp, as well as being a FINRA-licensed Registered Representative via Canaccord Genuity Wealth Management (USA) Inc, so as to deal with US resident clients as well. These dual registrations allow him to be able to manage money for clients who retain significant assets in each jurisdiction as well as stewarding complex cross border transactions, whereby registration (and experience) on both sides of the border is required.
Office: Toronto
Trevor Townsend
Doing what's best means being able to tell you what you need to know. Trevor believes that trust, candor, responsiveness and good judgment are the hallmarks of long-term relationships. Relationships are about more than your money- they are about Knowing You. With 25 years of experience, he has developed a comprehensive knowledge of investing and provide a holistic approach to wealth management. Working with a team of multi-disciplinary professionals, Trevor delivers advice, recommendations and strategies to address specific financial, tax & estate, insurance, philanthropic and business succession needs.
Office: Toronto
Al Verma
With over 25 years of experience advising professionals, business owners and high-net-worth families, Al Verma founded Verma Private Wealth with the unwavering goal of delivering an unparalleled client experience and making excellent investment decisions on behalf of his clients. Before joining the investment industry, Al earned his Bachelor of Engineering from the University of Waterloo as well as his CFA designation post-graduation. Al’s education helped form his firm belief that, much like engineering, investing requires a well thought out blueprint and a solid foundation to achieve strong results on a consistent basis.
Office: Toronto
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.