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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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Jim Cumming
Jim Cumming joined Canaccord Genuity Wealth Management in June 2014, bringing along with him 35 years of experience at various full-service firms. Jim’s business focuses on tactical and fundamental investment ideas, venture capital opportunities, activity in the options market, and tax efficient income strategies. Jim serves diverse client base of successful Canadian professionals primarily based in Vancouver, Toronto, and the Okanagan.
Bureau: Vancouver
Taylor Cumming
Taylor brings over 10 years of tactical investment advisory experience to his team and their clients. He began his career in 2007 joining a team with over 35 years of collective experience as a junior addition and has transitioned into a leader of the group over time. Taylor's focus is on working directly with individual clients to find them opportunities that are tailored specifically to their needs. With a deep commitment to understanding his client-base he is very proficient at outlining ideas that fit with targeted goals.
Bureau: Vancouver
Cam Currie
Cam Currie is a dedicated Senior Investment Advisor with over 30 years of experience. He specializes in the precious metals sector and has played a significant role in project exploration and development funding with direct involvement in large in equity raises. Many of these companies have been taken over, which for Cam is the “ultimate win” for both his investing and corporate clients.
Bureau: Vancouver
Evan Davies
My goal is to simplify, organize and coordinate all aspects of your financial life. The service model we offer is based on long-term relationships and trust. The financial plan acts as a guide to prepare you for current and future lifestyle goals. Building a plan is key to your success because it provides the details and direction to create or maintain wealth, improve savings and reduce debt. We aim to provide knowledge, expertise and education – backed up by exceptional service and dedication to consistency.
Bureau: Vancouver
Andrew Dempsey
Andrew brings over 24 years of financial experience and expertise to his team and his clients. He began his career as an Investment Advisor in 1993, after working as a mechanical engineer in Toronto before successfully starting, building and then selling a sports medicine and orthotics business in Vancouver. Andrew focuses on creating custom investment solutions for individuals, families and business owners across Canada. Andrew has a holistic approach to investing and will ensure that his clients and their families have all aspects of wealth management and financial planning covered.
Bureau: Vancouver
Camillo Di Prata
Camillo has been guiding individuals and their families get through life's financial journey since 2003. He allows his clients to see the complete picture of what their goals are and also of where they are today in comparison to where they want to be. Camillo's objective is to work alongside his clients, to facilitate all aspects of their financial life, from family to business to legacy and beyond.
Bureau: Vancouver
Sean Duncan
It is Sean's goal to provide his clients with impartial long-term investment advice. He enjoys working with his clients to help them establish their investment needs and objectives. Sean is committed to servicing his clients in a unique and professional manner. The majority of Sean's clients are high net worth individuals and business owners looking for investment advice and direction. Sean's wealth management approach ensures his clients long term goals are met by Canaccord Genuity Wealth Management's wide variety of investment solutions.
Bureau: Vancouver
Gerry Fabbro
Gerry has been with Canaccord Genuity Wealth Management for over 25 years. He graduated from Michigan Tech, earning a BSc in Business Administration and worked briefly for Boeing in Seattle. Gerry also served on the board of the Vancouver Stock Exchange for twelve years. He has been actively involved in various financings in both the mining and oil and gas sectors.
Bureau: Vancouver
Marko Ferenc
Marko is a Senior Investment Advisor and Associate Portfolio Manager with Pinkowski Wealth Management. Marko brings a wealth of experience and knowledge to the team with over 24 years in the industry managing money and has previously worked with Lori for almost 10 years. He focuses on monitoring our portfolio holdings and does extensive research into new investment ideas. He has successfully completed the Chartered Financial Analyst level 1 & 2 exams and is options & U.S. licensed.
Bureau: Vancouver
Adrienne Fung
Adrienne has had both extensive experience and education in the investment and wealth management services field. She holds a Bachelor of Commerce Degree majoring in Finance from the University of British Columbia and has also achieved her Chartered Financial Analyst (CFA) designation. Upon completing her degree, she worked as a personal banker at CIBC and Coast Capital Savings. She later entered the brokerage industry, earning multiple accreditations and joined Canaccord Genuity Wealth Management 14 years ago, and now assumes the title, Vice President and Portfolio Manager.
Bureau: Vancouver
Sean Gercsak
Sean and his Team offer personal service, trust and commitment for the unique financial needs of an international client base. Sean’s extensive experience and well-regarded research prowess have enabled him to identify a wide variety of investments, many of them with exceptional return profiles. His clients include successful professionals, corporations, and high net worth families seeking to grow and preserve their wealth through actionable and often exclusive investment opportunities and solutions.
Bureau: Vancouver