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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
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
Chris Bowering
Chris grew up in Newfoundland and started his career with Gluskin Sheff in Toronto in September 2001. He moved to Calgary in 2007, working with CIBC before coming to Canaccord Genuity Wealth Management in 2010. As an Investment Advisor with 15 years of experience, his passion for investing has helped him build a strong foundation for his clients.
Bureau: Calgary
Alan Brimacombe
Focusing on Junior Mining, Alan offers his clients wealth creation opportunities.
Bureau: Calgary
Kara Cubbon
Kara brings over 17 years of financial services experience to her clients. She began her career in 2000 as an Investment Advisor. Kara's focus is on providing individuals, families and business owners customized investment solutions to secure their financial legacy. Kara is committed to a deep understanding of her clients' needs.
Bureau: Calgary
Tim Daly
Tim’s focus is financial and true wealth planning and he does that by making the best investment choices. Anyone over the age of 45 should be working off a financial plan but the most important part is the best financial solution. Cost is one of the most important constraints to a good return. Tim’s philosophy is a buy and hold of dividend payers based on research and he takes his fiduciary responsibility very seriously. He would also take advantage of bought deals, IPOs and would also use ETFs and mutual funds.
Bureau: Calgary
Bernie de Groot
Bernie joined Canaccord Genuity Wealth Management in 2010, focusing in the junior mining industry. Bernie uses his network and experience in the industry to produce opportunities for clients. The chemistry of which includes strong management, high quality projects, good capital structure and attractive valuation with catalysts for future value enhancement. His high integrity, long-term approach to relationships has allowed him to support many elite mining entrepreneurs at early stages of their new ventures
Bureau: Calgary
Sue Derlago
Sue Derlago has over 25 years of experience in the investment and financial planning industry, having started her career with one of Canada’s largest banks on the financial markets and product origination side of the business. This evolved into a passion for Financial Planning. Sue leads our team in strategic Financial planning and investment management through a dynamic process developed to take a panoramic view in examining all aspects of a client’s individual, family and corporate situation. Sue specializes in complex financial situations, working with clients that have Corporations, Holding companies and/or Trusts, along with equity compensation advice. Sue develops Wealth plans and a financial road-map to put all pieces of the puzzle together and implement strategies to achieve our client’s lifetime financial goals. Sue has expertise in Investment Management, Risk Management, Tax, Estate Planning, Cash Management, Charitable Gifting and Inter-generational planning. Sue is a CERTIFIED FINANCIAL PLANNER ® / CFP ®, Certified Investment Manager (CIM), is fully licensed as a Registered Representative and Life insurance agent in AB, and an Accredited Financial Divorce Specialist (AFDS). Sue is an avid outdoor enthusiast, who enjoys being active and spends most weekends and holidays in Fernie, BC skiing, mountain biking and enjoying the outdoors with her husband and two sons.
Bureau: Calgary
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
Neil Gregory
Neil is the co-founding partner of Gregory Wei Mutch Wealth Counsel, a full service wealth management team focused on providing pro-active and timely solutions to high net worth families and professionals. Over the past 20 years, Neil has focused his attention on the importance of creating a solid foundation of shared values, integrity, and fostering strong personal relationships with our clients. He takes great pride in helping clients define what is important to them and to help them achieve their goals through a conservative valued-oriented investment style that is both consistent and measurable.
Bureau: Calgary
Karen Harrison
Karen has worked in the Financial Services industry since 1989 and is a Chartered Investment Manager. Karen believes that a key determinate to successful investing is to first fully understand her clients’ long and short-term needs, then develop a detailed financial plan, and finally construct a portfolio that aims to achieve those stated goals. She uses many sophisticated tools and technologies daily to help build and monitor portfolios, communicate with clients, and ultimately provide value and security for the families that work with her.
Bureau: Calgary
Paul Harrison
Paul began his financial services career in 1995 and is a Chartered Investment Manager. Paul focuses on truly integrated wealth management – investment management, retirement income planning, estate planning/conservation and with affiliated professionals, insurance needs. Striving for class-leading investment management, to a very clearly defined and inviolate client service commitment, Paul has consistently generated very successful outcomes for his clients depending on their unique goals, and has done so with a level of comfort and added value that accompanies a low risk, low volatility approach to investing.
Bureau: Calgary