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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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- Calgary Conseillers à Calgary
- Edmonton Conseillers à Edmonton
Geoff Badger
Geoff has been advising clients in the investment management industry since 1994. He holds a Chartered Financial Analyst designation plus a B.Comm. and B.Sc. from the University of Alberta. His strength is helping people articulate their goals and identifying gaps in their estate and financial plans. His client mission is to provide the guidance and strategies to fill those gaps.
Bureau: Edmonton
Russell Dratwa
Russ began his career in the financial industry in 1987 and has been with Canaccord Genuity Wealth Management since 2003. Russ’ focus is on serving his clients’ core financial needs, which may range from more conservative or complex investments to tax, financial, insurance and estate* planning solutions He is also dedicated to staying up-to-date on current market trends as the “Voice of Edmonton Business” on TSN 1260. Russ keeps in close contact with his clients through his weekly newsletter, Your Wealth, Our Commitment, which provides industry updates and investment insights.
Bureau: Edmonton
Delwin Graham
Delwin has been with Canaccord Genuity Wealth Management as a Portfolio Manager and an Investment Advisor for 17 years, working collaboratively with families and business owners to help them achieve their goals through every season of their investing lives, from the initial growth phase to income generation at retirement and finally to the efficient dispersion of an estate.
Bureau: Edmonton
Markus Muhs
Markus started his career as a Financial Planner with a major bank in 2007, at the eve of the worst financial crisis in a generation. By establishing a practice that focuses on comprehensive financial planning and behavioral investment counselling he was able to guide his clients through the storm with their portfolios and retirement plans intact. In 2013 he joined Canaccord Genuity Wealth Management in order to elevate his service offering to a more professional and transparent level, offering fee based wealth management as well as fee-only financial planning.
Bureau: Edmonton
Maglan Naidoo
Born in South Africa, Maglan graduated from the University of Saskatchewan with a BA in Economics. He began his career in the financial sector in 2000 at TD Waterhouse, later moving to ATB Securities. He joined Canaccord Genuity Wealth Management in March 2011. Maglan runs a wealth management business focused on capital preservation for high net worth individuals and entrepreneurs. He values the lifelong relationships he has built with his clients, believing that trust, continuous communication, a strong work ethic and a superior client service offering have been integral to building his referral-based business.
Bureau: Edmonton
Chris Spielmann
Chris has been a trusted Investment Advisor for 18 years. Prior to being with Canaccord Genuity Wealth Management, Chris was with RBC for three years. Chris has guided his clients’ capital through many different markets and believes that planning and well diversified portfolios provide the best chance for investment success. Chris is active in his community coaching and volunteering his time to at risk youth.
Bureau: Edmonton
Quinn Waddington
Quinn has over thirteen years’ experience in the industry and holds the Chartered Financial Analyst® designation, one of the highest designations in our profession. Quinn enjoys working with people to build a financial roadmap that achieves all of their goals and finding ways to help them achieve those goals sooner. Quinn aims to be your personal “go-to” for all of you financial needs and uses a large network of professionals to make sure his clients are always in the best financial position.
Bureau: Edmonton
Duncan Wade
As an Investment Advisor and Portfolio Manager, Duncan specializes in portfolio analysis & design, and wealth management. His investment system is executed with the ultimate goal of protecting and enhancing retirement assets. Building and sustaining long-lasting client relationships is what he values most about his career. Duncan and his team take pride in being able to give clients peace of mind in knowing that they’re meeting their financial and retirement goals.
Bureau: Edmonton
Kent Winterfield
Kent has provided comprehensive investment and wealth planning solutions for individuals, families and business owners for over 30 years. He simplifies financial complexity with practical investment strategies and combines it with unmatched service, to create, preserve and grow your wealth.
Bureau: Edmonton