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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
Jim Hartsook
Jim has risen to the challenge of advising affluent families and business owners and focuses entirely on the financial well-being of his clients. Jim is passionate about helping his clients to achieve their personal financial goals. He holds the Certified Financial Planner and Fellow of the Institute of Canadian Bankers designations.
Bureau: Calgary
Jeffrey Hunter
Jeff joined Canaccord Genuity Wealth Management from Haywood Securities in 2011, where he worked alongside a Senior Portfolio Manager that specialized in growth investments. Jeff holds the Chartered Investment Manager (CIM) and the Personal Financial Planner (PFP) designations and is licensed to trade options. Jeff takes great care to understand each client’s financial needs and goals, focusing on delivering comprehensive wealth management services to his clients. With the knowledge that these needs and goals evolve over time, he ensures that wealth plans are nimble and adapt to changing market conditions and personal circumstances.
Bureau: Calgary
Penni Johnston-Gill
Penni has earned strong loyalty from her clients based on a track record of expert investment planning, risk management and wealth and tax planning advice. Before joining Canaccord Genuity in 2006, she established and led the Institutional Sales Desk and then worked as an Associate Investment Advisor. Her career began at one of Calgary's elite energy investment firms. With a demanding career and two young children, she understands the balancing act many successful professional women - and men - work hard to get right. She also knows how important it is for families to achieve and maintain financial security. Penni has 22 years experience of financial services industry, is licensed to sell investments and options. She holds the Personal Financial Planner (PFP) designation and is working towards the Certified International Wealth Manager (CIWM) designation.
Bureau: Calgary
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
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