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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
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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.
Bureau: 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.
Bureau: Toronto