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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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Margaret Barron
Margaret brings a common-sense approach to investing, believing that if you don’t understand where you are putting your money, maybe that is not where it should be. She has been in the financial services industry for 40 years and worked her way up from an entry level position to an Investment Advisor in 1999. Now a Senior Investment Advisor, Margaret prides herself in not only educating her clients but ensures they understand the nature of their investments. Her focus is on providing customized investment solutions for individuals, families and business owners looking to secure their financial legacy. Her tailored approach allows her to provide customized solutions for high net worth clients ranging from wealth creation, financial planning, cash management, and capital markets opportunities.
Bureau: Toronto
Peter Beck
Peter has a long history on Bay Street and Wall Street, with over 25 years of experience as an institutional sales and liability trader for CIBC, Scotia Bank, Merrill Lynch and Goldman Sachs in New York. Peter’s clients benefit from his personal experience, knowledge, investment contacts and disciplined approach which allows him to deliver an unmatched comprehensive pension-style, institutional approach to managing all aspects of their financial net worth. Peter is focused on capital preservation and downside protection. He holds a BA in Economics from the University of Western Ontario is fully US-licensed as well as Futures and Options licensed.
Bureau: Toronto
Steve Blustein
Steve has been managing his clients’ finances with diligence and care for 25 years. He has spent 12 of those years as an Investment Advisor at Canaccord Genuity Wealth Management, offering his clients innovative investment strategies and solutions supported by the firm’s flexible investment platform and award-winning Research team. Steve holds a BA in Psychology from York University and a BComm from the University of Windsor. Acting as a personal CFO to his clients, Steve coordinates all elements of your finances to bring your desired investment outcomes within reach.
Bureau: Toronto
Allan Bramson
With over 28 years of leadership, executive management roles and investment experience in the Wealth Management business, Allan employs the broad resources of CG to serve a loyal clientele of highly accomplished business owners, senior executives and affluent families. A personable and knowledgeable financial planner, Allan enjoys learning from clients about what matters most to them, what their expectations are for their future and diagnosing how he can best help them increase and protect their wealth. Allan is a CERTIFIED FINANCIAL PLANNER / CFP®, has a Bachelor of Arts in Economics from York University and holds a Level II life insurance license. In his personal time, Allan contributes to the University of Toronto Student Co-op Program as a mentor for young people interested in the financial industry
Bureau: Toronto
Jaime Carrasco
As a Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses and institutions both in Canada and Latin America, Jaime has garnered a reputation for questioning and challenging the status quo, and exploring the most innovative investment strategies. As a frequent contributor to the mainstream media, Jaime offers a fresh perspective on the global, financial and geo-political landscape helping investors adapt to hidden opportunities and risks, and best position client portfolios to thrive EARLY from volatility in the global system.
Bureau: Toronto
Sebastien Chevrier
Having physicians in the family has helped Sebastien develop a strong understanding of the financial challenges doctors face as well as the lack of truly superior resources and services that exist for them to optimize their wealth. This, together with his Portfolio Manager designation and 14 years of experience as a Financial Advisor, makes him very well suited to help physicians plan for financial success. Sebastien's approach is proactive, with a focus on personalized service and collaborative client relationships.
Bureau: Toronto
Darcie Crowe
Darcie joined Canaccord Genuity Wealth Management in 2010. She previously spent five years with Genuity as a member of the investment banking and equity capital markets teams. Darcie shifted her focus to work with high net worth families, trusts and corporations in reaching their investment management and financial planning objectives. She is also dedicated to increasing financial engagement with women, providing planning and advice surrounding their unique financial needs throughout life’s significant transitions.
Bureau: Toronto
David Durno
With 20 years of experience as an Investment Advisor, David has a proven track record of providing his clients with exceptional service and attention to their unique financial needs. David puts a strong emphasis on the trust his clients can put in him.
Bureau: Toronto
Kenneth Eisen
With over 28 years of experience in the financial services industry, Kenneth brings professionalism and discipline to investment strategies and wealth management. Joining Canaccord Genuity Wealth Management in 2002, Kenneth provides exceptional guidance to individuals, families, and business owners looking to enhance their financial legacy.
Bureau: Toronto
Fred Farncomb
Fred understands the importance of building relationships with clients and being a proactive and informed investor, having worked in the investment industry for over 30 years. He has developed a niche client base and expertise within the business community, and has provided services for corporate financing, succession planning, and corporate restructuring. Fred has been successful in advising individuals, entrepreneurs, and families on all aspects of their financial, estate, and tax needs.
Bureau: Toronto
Sam Finkleman
Sam has 15 years of experience in the financial services industry. His focus is on discretionary portfolio management and estate planning solutions. Sam is a CFA Charterholder and a graduate of McGill University.
Bureau: Toronto
Laszlo Fur
Les has been in the financial services industry for over ten years helping clients grow and preserve their wealth. Passionate about developing long-standing relationships based on trust and transparency. His passion for people extends beyond his work as he is an avid support of CNIB, SickKids Hospital, Sunnybrook Hospital as well as the Foundation for Fighting Blindness. A graduate of the Western University and St. Andrew's College, Les continues to give back as an active member of St. Andrew's College Alumni Association.
Bureau: Toronto