- Accueil
- Conseillers en placement
Conseillers en placement
Trouver un conseiller en placement
Quand vous vous associez avec nous, vous empruntez la voie vers la vie et le legs que vous avez envisagés.
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.
Trouver un conseiller ou une conseillère en placement dans notre réseau d'experts dans tout le Canada
Trouver un conseiller ou une conseillère en placement le plus près
Choisir un établissement:
- Vancouver Conseillers à Vancouver
- Kelowna Conseillers à Kelowna
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
Saleem Tyab
Saleem has been providing Wealth Management solutions to his clients for over 25 years. Saleem works with families and corporations in developing plans that are designed to protect wealth. His approach to creating a financial plan or wealth strategy for families is by identifying financial needs by better understanding his clients core value system and beliefs when it comes to investing.
Bureau: Vancouver
Perry Zuccolo
Perry's foundation was built on strong academic successes and complemented with a career spanning over 20 years in the financial field. Graduating in Economics and Finance from Simon Fraser University, he studied with the Deputy Minister of Finance, Governor of the Bank of Canada and consultants to the International Monetary Fund and World Bank. He also holds the Professional Financial Planning designation from the Canadian Securities Institute.
Bureau: Vancouver