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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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- Calgary Conseillers à Calgary
- Edmonton Conseillers à Edmonton
Gunther Kruger
Gunther brings over 40 years of financial services experience to his team and their clients. Gunther spent 20 years in the Banking Industry in a variety of positions and transitioned to his Investment Advisor role in 1998. Gunther's focus is on Holistic Wealth Managment solutions, and in that regard is deeply comitted to a thorough understanding of his client's needs.
Bureau: Calgary
Doris Kutrowski
Doris has been helping he clients realize their financial goals for over 20 years. She has successfully completed a number of Canadian Securities Institute programs including Professional Financial Planning, Certified Senior Advisor and Life Insurance License, levels 1 and 2 along with Accident and Sickness. A cornerstone of Doris’ business is her commitment to personal service. Doris believes in getting to know her clients and understanding their short and long term needs. She develops a financial plan that focuses on her clients and their families financial needs while meeting their life goals.
Bureau: Calgary
Vanessa Laine
Vanessa Laine was born in Calgary and grew up in Sundre, Alberta. She has been in the investment industry since 1997 after graduating from the University of Calgary with a BComm degree (major in Finance). She holds the Chartered Investment Manager (CIM) and Certified International Wealth Manager (CIWM) designations, is a Fellow of the Canadian Securities Institute (FCSI) and a CERTIFIED FINANCIAL PLANNER® / CFP®. She is also qualified to deal with options and discuss insurance solutions with her clients.
Bureau: Calgary
Chad Larson
Chad Larson is Partner and Senior Portfolio Manager with MLD Wealth. With a formal educational background in Economics, Chad's investment philosophy is deeply rooted in a macroscopic view of the global landscape, meticulously analyzing economies and industries to uncover unique growth opportunities. As the driving force behind one of Canada's premier multi-family offices, Chad leverages his extensive network and unrivaled access to some of the world's largest and hard to access investment managers and alternative investment partners. This enables him to craft innovative investment strategies tailored to the needs of high-net-worth clients, drawing upon the skills of top-tier professionals across the globe. He collaborates closely with this diverse network, including traders, analysts, and portfolio managers, to harness their collective insights and identify investment prospects. Chad's unparalleled dedication to wealth preservation, income generation, and sustained growth has solidified his esteemed reputation throughout his illustrious career. His visionary approach to wealth management has consistently delivered, positioning him as a trusted advisor and thought leader in the industry. Under Chad's stewardship, MLD Wealth has achieved remarkable success, garnering acclaim as one of the leading multi-family offices in Canada.
Bureau: Calgary
Magnus Larsson
As a Senior Investment Advisor, Magnus Larsson is passionately committed to helping clients achieve their financial goals and objectives. His 30 years of experience and deep understanding of the intricacies of the stock market allow him to advise clients on the most effective financial solutions for them. Magnus is often recognized for his honest, accurate and focused approach to client communication.
Bureau: Calgary
Justin Lee
Justin spent over twelve years working in the energy industry as a professional engineer in a variety of technical and financial roles. This experience has deeply influenced how he advises his clients, encouraging mindful diversification away from any single industry or geography. He has intimate understanding of the modern challenges and opportunities facing young professionals and the significant life events that occur along the way. He is dedicated to balancing his clients’ current needs with their aspirations for the future.
Bureau: Calgary
Colin Marks
Colin provides clients with financial planning advice informed by his experience as a practicing lawyer in South Africa and a successful business entrepreneur in Canada. He holds B.Comm and B.Law degrees from University of Natal, in Durban, South Africa. Before joining Canaccord in 2006, Colin was an Investment Advisor with RBC Dominion Securities. Prior to that, he owned, operated, managed and then sold a number of different businesses, including a sign company that was the major contractor for the Calgary 1988 Olympic Games.
Bureau: Calgary
Curtis Mayert
Curtis has been in the financial industry since 1987. After building a thriving institutional sales team, Curtis has leveraged his success and experience to help identify opportunities and undervalued investments for high net worth clients. His connections and understanding of the industry and Global Markets have contributed to clients’ success. Curtis is well known and respected in the investment community. Curtis’ focus is on individual stocks, special situations, income & dividend strategies, and other tax-advantaged investments. He also has experience trading futures and options on futures.
Bureau: Calgary
Grant Mutch
Grant started his career in the investment business over 25 years ago and takes a consultative approach that explores all aspects of how having wealth influences the choices his clients need to make now and for the future to support the legacy their family has worked so hard to build. Grant earned his Bachelor of Commerce in Finance from the University of Manitoba. Throughout his dynamic career, Grant developed a lifelong love of world travel. He is always passionate about telling his travel stories and he also enjoys hearing about the interesting places others have visited.
Bureau: Calgary
Rahim Somani
Rahim is a graduate from the University of Ottawa with an Honours Bachelor Commerce Degree in Finance & International Business, In addition to his formal education Rahim brings a vast array of business experience including an executive position with a private pharmaceutical company. Rahim has spent time as a Premier Banker with one of the world’s leading financial institutions, leading to a role as an Investment Advisor with a top Canadian firm. He specializes in all wealth management functions including portfolio design, retirement and educational planning, providing clients with a wide spectrum of investment products and services.
Bureau: Calgary
Bradley Stangeland
Brad brings over 18 years of financial services experience to his team and their clients. He began his career in 1998 as an insurance and estate planning expert and transitioned to an Investment Advisor role in 2006. Brad's focus is on providing customized investment solutions for individuals, families, and business owners looking to secure their financial legacy. Brad is committed to a deep understanding of his clients’ needs.
Bureau: Calgary
Scott Starratt
Scott Starratt is a Certified Financial Planner, Chartered Investment Manager, Fellow of the Canadian Securities Institute and Accredited Investment Fiduciary. He graduated with a Bachelor of Commerce from the University of Alberta in 1993 majoring in Finance, Game Theory and Chemistry and draws on more than 20 years of experience in the financial services industry.
Bureau: Calgary