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Marc Rinfret
A graduate of the University of Alberta, Marc’s primary focus is the management of client portfolios within the LePoidevin Group. Marc is a fully licensed Portfolio Manager (with options) and holds both the CIM designation (Chartered Investment Manager) and DMS designation (Derivatives Market Specialist) through the Canadian Securities Institute.
Bureau: Vancouver
Kent Robertson
Kent has been in financial services for over 30 years. He began his career at Canaccord Genuity in 1989. Prior to joining Canaccord Genuity, Kent was a financial planner and worked on the stock exchange floor and trading desk. Kent is dedicated to his clients’ success, he spends the time to listen and build plans and strategies to meet their financial goals.
Bureau: Vancouver
Kathy Sager
Kathy works with high-net-worth individuals, families and institutions, helping them advance their wealth management goals. With over three decades of experience, she prides herself on her many long-term client relationships, many of which span over 30 years. Drawing on her experience and commitment to giving back to the community, Kathy is an advocate for financial education for women, women in wealth and is an active supporter of the Arts in West Vancouver. She enjoys spending time with her family, boating, traveling, and visiting her daughter, an opera singer, in New York City.
Bureau: Vancouver
Eric Southam
Eric has worked in the financial services industry since 1995. He focuses on the financial and investment needs of successful individuals, trusts and foundations. Eric stresses a long-term approach to investment planning utilizing a proven asset allocation strategy and stock picking process. He holds the Certified Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). Eric is a graduate of Concordia University.
Bureau: Vancouver
Graham Stanley
Graham brings more than 20 years of experience – and a refreshingly engaging style – to the task. With a deep knowledge of financial markets and a wide network of contacts, Graham has an exceptional ability to identify and create opportunities for clients.
Bureau: Vancouver
Thane Stenner, CIM®, FCSI®
Thane Stenner 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.
Bureau: Vancouver
Erica Stephenson
With over two decades of experience in the financial industry as an Investment Advisor and Associate Portfolio Manager, Erica has the knowledge and skills to help people reach their financial potential. She specializes in strategic wealth planning and portfolio management, and works closely with clients to create opportunities that fit their unique goals. Her passion stems from working with successful families who want to mitigate risk and feel comfortable investing; professionals who entrust an advisor so they can focus on their work; and entrepreneurs who welcome a result-driven team, committed to helping them reach the next level.
Bureau: Vancouver
Vincent Stewart
Vince uses a disciplined value and growth approach, with an emphasis on superior companies with solid, long-term fundamentals and proven track records. His patient investment approach and philosophy is a highly effective strategy in building and preserving wealth.
Bureau: Vancouver
Wain Stushnoff
Wain Stushnoff has over 20 years of investment industry experience, beginning at a bank-owned brokerage before moving to Canaccord Genuity Wealth Management in 1998. Today, he is an Associate Portfolio Manager and Branch Manager of the Calgary office. Wain’s private and institutional clients benefit from his leadership, counsel and expertise, enjoying boutique-style service with access to an extended network of professionals and the global insights of Canaccord Genuity.
Bureau: Vancouver
Tanya Suelzle
Tanya joined the Mann Team in 2021. Success in her career is rooted in having strong analytical and organizational skills, being detail-oriented, and working with tenacity to meet challenging – and often complex – deadlines. With a people-first approach, Tanya develops complete strategies, which are personalized to her clients’ long term financial goals and risk tolerance. Tanya is passionate about the finance industry and holds a Bachelor of Commerce (Finance) degree from the University of Manitoba. She is currently pursuing the QAFP® certification, driven by her love for financial planning and her commitment to helping clients make informed financial decisions.
Bureau: Vancouver
Jamie Switzer
Jamie has been managing investment portfolios for over 20 years and takes great pride in working with a first class group of clients. Jamie joined Canaccord Genuity Wealth Management in 2018 after 13 years with Raymond James. Jamie flourishes in a firm that supports an entrepreneurial spirit and is proud of the team he has built and the exceptional level of service and client care they strive to provide to each family they work with. The team is focused on providing clients with advantages necessary to secure their finances and ensure that they achieve long-term personal economic growth through comprehensive planning and tax strategies. Jamie’s knowledge of the markets and practical approach to investing has helped clients effectively maneuver through some of the most severe economic downturns in history. Since the summer of 2016, Jamie has been a regular guest on the CKNW radio network. In 2011, Jamie was honoured to be appointed to the Raymond James Canada Foundation advisory committee and continues to be gratified by the impact the foundation has had on Canadian communities. Jamie also helps raise millions of dollars with the Lions Gate Hospital Foundation golf committee as part of the board of directors and as the chair of the committee.
Bureau: Vancouver
Brent Todd
Brent started his career in Vancouver where he spent 10 years cutting his teeth on junior mining ventures. Since the early 2000s, Brent has been employing a value/bottom-up strategy to deliver exceptional returns for clients whose objective is wealth creation. He has a unique ability to recognize the start of success as well as the patience to wait for rewards to be realized.
Bureau: Vancouver