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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
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
Ernest Wyder
With 18 years of financial experience, Ernest understands the importance of strong client relationships and educating clients on a well-rounded approach to their wealth. With grassroots in insurance planning, his primary focus is to provide a holistic approach to your Financial Plan. Ernest will work closely with you as he builds an understanding of your unique perspective and wealth management goals. Ernest is a Certified Financial Planner, shepherding his focus to develop a plan that’s customized to fit the objectives you want to achieve now and in the future. Drawing on Ernest’s entrepreneurial spirit, his approach is best suited to professionals, entrepreneurs and retirees.
Bureau: Calgary
Peter Zloty
Integral to his services are advanced planning strategies customized to meet the most complex needs. Following a proven and well-defined process, he leads a team of specialists in tax accounting, tax law, estate, succession and philanthropy planning, and financial planning. Together, they establish the right structures to protect, build and transfer client wealth.
Bureau: Calgary