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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:
- Vancouver Conseillers à Vancouver
- Kelowna Conseillers à Kelowna
Harris Watson
Harris has a passion for helping his clients reach their most important goals. For over 20 years he has worked hard at developing the skills required to be successful in trading, portfolio management, and retail corporate finance; specializing in raising capital for Canadian resource companies. Harris’ clients appreciate his deep understanding of personal finance and capital markets that his breadth of experience provides. Harris and his team engage their clients in a consultative and distinct approach to overall Wealth Enhancement. His mission is to completely understand his clients working together to control the risks and maximize every available opportunity.
Bureau: Kelowna
Steve Whitford
Steve provides his clients with tailored service and personalized advice for a wide range of their investing and financial planning needs. Steve works with a 9-person team that has years of experience in personal retirement planning, stock trading, mutual fund and exchange traded fund analysis & investment, bonds & GICs, and insurance. Steve works with each financial planning client individually, to learn about their life and their goals, creating an ongoing financial plan to guide them through their financial future. Steve has 26 years of experience as an Investment Advisor and joined CG in 2012.
Bureau: Vancouver
Perry Zuccolo
Perry's foundation was built on strong academic successes and complemented with a career spanning over 20 years in the financial field. Graduating in Economics and Finance from Simon Fraser University, he studied with the Deputy Minister of Finance, Governor of the Bank of Canada and consultants to the International Monetary Fund and World Bank. He also holds the Professional Financial Planning designation from the Canadian Securities Institute.
Bureau: Vancouver