- Accueil
- Conseillers en placement
Conseillers en placement
Trouver un conseiller en placement
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
Trouver un conseiller ou une conseillère en placement le plus près
Choisir un établissement:
- Calgary Conseillers à Calgary
- Edmonton Conseillers à Edmonton
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
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
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
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
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
Wain Stushnoff
Wain Stushnoff has over 20 years of investment industry experience, beginning at a bank-owned brokerage before moving to Canaccord Genuity Wealth Management in 1998. Today, he is an Associate Portfolio Manager and Branch Manager of the Calgary office. Wain’s private and institutional clients benefit from his leadership, counsel and expertise, enjoying boutique-style service with access to an extended network of professionals and the global insights of Canaccord Genuity.
Bureau: Calgary
Mehul Sudra
Mehul works with families and companies to provide customized financial solutions. He has experience internationally in finance (with KPMG’s mergers and acquisitions advisory practice in the United Kingdom, with Deloitte’s management consulting practice in Canada, and prior to joining Canaccord, he worked with the brokerage / private wealth division of a large Canadian bank. Mehul holds a LL.B. with Honours from University College London (University of London) in the United Kingdom, and a B.Comm. with Honours (with Distinction, Summa Cum Laude) from McMaster University in Canada. Mehul is a Partner and Senior Investment Advisor with MLD Wealth. His experience and understanding of markets and investment strategies play a pivotal role in providing strategic advice and investment solutions for clients. Mehul works in lockstep with the executive team at MLD Wealth to oversee and manage the business and processes.
Bureau: Calgary
David Townshend
David has over 30 years of industry experience helping private clients, businesses and institutions achieve their financial goals and objectives. David’s knowledge on changing economic and investment environments are integral in guiding his clients’ portfolios in the past eight years at Canaccord Genuity Wealth Management, Dave has successfully expanded his service offerings in the areas of retirement planning and wealth management.
Bureau: Calgary
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
Stanley Wei
As a founding partner of Gregory Wei Mutch Wealth Counsel, Stanley brings almost 20 years of investment management, financial, tax, and estate planning experience to affluent professionals and their families. Stanley helps our clients achieve their life aspirations by guiding them through a process-driven, total wealth management approach. Working in collaboration with his clients’ other professional advisors and CGWM's in-house Tax & Estate Planning Team, Stanley is well-equipped to provide strategic solutions to our clients’ most sophisticated financial needs.
Bureau: Calgary