- 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:
- Toronto Conseillers à Toronto
- Waterloo Conseillers à Waterloo
- Oakville Conseillers à Oakville
Saj Karim
After receiving a BBA in Business from Wilfred Laurier University, his my MBA from The Schulich School of Business at York University, Saj established a career in wealth management. From the CFA Institute, he was a CFA Charterholder (2001-2015). For over 23 years Saj has been helping my clients achieve financial independence. He has been with Canaccord Genuity Wealth Management for 14 years.
Bureau: Waterloo
John Lysnes
John has been helping his clients reach their financial goals since 1997. He takes great pride in establishing long-term, meaningful client relationships. His clients value his work ethic and the time he takes getting to know them beyond their financial needs. John has over 25 years’ experience as an independent business owner and entrepreneur. He studied Business Administration at Thunder Bay’s Lakehead University, and earned a Bachelor of Economics degree from Wilfrid Laurier University in Waterloo.
Bureau: Waterloo
Mike Magreehan
While every client is unique, they often share a common desire – confidence in knowing the decisions they make today will have a positive impact on their lifestyle in the future. Whether their intentions are to grow and protect hard-earned assets, care for their family, community or charitable causes, or pay less tax, clients appreciate Mike’s thorough approach and attention to detail in the solutions he recommends. Mike works closely with business owners, professionals and retirees in crafting a customized financial strategy map to ensuring his clients stay on track to reach their desired outcome. They are busy and successful people who are devoted to their family, their faith, and their future, while Mike’s role is to ensure that their finances are professionally prioritized and meticulously managed.
Bureau: Waterloo
Stephen Polonoski
Stephen is the senior investment advisor on The Polonoski Team. Stephen initially began his career on Bay Street in Toronto before moving with his family to the Region of Waterloo. Stephen has earned two degrees from Lakehead University and several designations from the Canadian Securities Institute. The Polonoski Team is happy to serve its’ global clientele fluently in English, French, and Spanish. The Polonoski team would like to speak to you regarding customized wealth management solutions to meet your objectives
Bureau: Waterloo
Chris Schaefer
Chris enjoys helping high net worth families and small business owners develop strategies for growing, preserving and transferring their wealth. With over 20 years in the financial industry and an education in business finance, he believes successful wealth management is based on his ability to truly know and understand each of his clients’ needs and their overall financial picture. He is deeply committed to his clients and takes great personal satisfaction from helping them achieve all that is important to them in life.
Bureau: Waterloo
Shane Silverberg
Blending over 17 years of capital markets experience, superior research and relationships, Shane selects the best investment instruments for his clients. Based on clients’ risk tolerance and time horizon, he designs tailored solutions that are customized to their unique set of circumstances. Shane works with clients to create personalized financial plans. He manages client capital on both a discretionary basis as well as an advisory basis. As a discretionary portfolio manager, Shane acts as a true fiduciary for the client. Known for his integrity, expertise, and professionalism, Shane seeks to make a positive contribution in the lives of all those who turn to him for advice. While acting as Manager, Investor Relations for two of Canada’s largest companies, Shane established lasting relationships with some of the top minds on Bay Street and Wall Street. To this day, he continues to foster connections with the industry’s brightest, as he strives to maintain an investment discipline focused on continuous improvement. He holds a PhD from the University of Calgary in Work and Organizations (Sociology), and a Masters from Western University in Demography (Sociology). These programs embedded within Shane a passion for research methodology and statistics.
Bureau: Waterloo