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Nos conseillers et conseillères experts en placement vous guideront dans l’atteinte de vos objectifs au moyen d’un plan financier tout à fait personnalisé. Cette approche sur mesure, soutenue par la connaissance approfondie du commerce planétaire et les occasions du marché, est l’une des distinctions convaincantes qui inspire confiance et quiétude lorsque vous collaborez avec un conseiller ou une conseillère en placement de Canaccord Genuity Gestion de patrimoine.
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Alex Kealey
Alex plays a central role in financial planning, portfolio management, business development, and succession strategies at The Sutherland Investment Group. Prior to joining the team in 2023, he worked in investment research and institutional sales at a boutique fund and held corporate finance roles with a senior gold mining company. Alex studied finance at Toronto Metropolitan University and brings a well-rounded perspective to complex client needs. A former hockey player and avid golfer, he also serves on the committee for the Wilbert Keon Memorial Golf Tournament in support of the University of Ottawa Heart Institute Foundation.
Bureau: Ottawa
Jake Lindblad
Jake brings a thoughtful, solutions-oriented approach to SIG’s portfolio management, financial planning, client communication, and business development efforts. He also plays a key role in succession, estate planning, and M&A initiatives, and is licensed to provide insurance solutions. He holds a Bachelor of Commerce with a specialization in finance from Carleton University. Outside the office, he enjoys golf and spending time with family and friends.
Bureau: Ottawa
Brian Lonsdale
Brian brings over 26 years of investment experience and a deep commitment to helping clients achieve their financial goals. He specializes in financial planning and discretionary portfolio management, combining his knowledge in capital markets with a focus on personalized investment and estate planning strategies. Brian holds the CFP, CIM® and FCSI designations. He is also insurance and options licensed.
Bureau: Ottawa
Julia McClintock
Julia plays a key role in driving client relationships, financial planning, and portfolio management at Sutherland Investment Group. She brings nearly a decade of industry experience, beginning her career at Connor, Clark & Lunn Private Capital Ltd. in Vancouver before joining the team in Ottawa. Julia holds a B.A. (Honours) in Applied Economics from Queen’s University and the Chartered Investment Manager (CIM®) designation. Outside of work, Julia is passionate about staying active through running, cycling, and golf. She also volunteers with Dress for Success Ottawa.
Bureau: Ottawa