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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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Clarke Steele
Trust, Confidentiality and Integrity. These distinctions, together with more than 40 years of experience in the financial services industry, form the cornerstone of Clarke Steele’s success and long term relationships with clients. Clients who have complex needs, such as high-profile athletes and members of the entertainment industry, feel confident because Clarke takes a disciplined and conservative approach to investing.
Bureau: Toronto
Morgan Steele
Morgan enjoys creating modern portfolios that deviate from the traditional 60/40 mix. Morgan holds a Bachelor of Commerce (Finance) from Dalhousie University, and is a CFA Charterholder. He boasts a very well-rounded financial background, with previous roles as both a High Yield Bond Analyst and Equity Research Analyst. To hone his understanding of distressed debt, Morgan spent a stint in New York City with a hedge fund. Morgan is fully options licensed, in order to assist our clients in managing risk and exposure within their portfolios through derivatives trading. As a former competitive golfer, Morgan can often be found on the green. He is an avid reader who enjoys staying active (working out, running or playing beach volleyball.) He is a proud supporter of the Canadian Cancer Society and the work that they do.
Bureau: Toronto
Darrell Thompson
Darrell is a Senior Investment Advisor with 29 years of experience for his Canadian and non-US resident clients with Canaccord Genuity Corp, as well as being a FINRA-licensed Registered Representative via Canaccord Genuity Wealth Management (USA) Inc, so as to deal with US resident clients as well. These dual registrations allow him to be able to manage money for clients who retain significant assets in each jurisdiction as well as stewarding complex cross border transactions, whereby registration (and experience) on both sides of the border is required.
Bureau: Toronto
Trevor Townsend
Doing what's best means being able to tell you what you need to know. Trevor believes that trust, candor, responsiveness and good judgment are the hallmarks of long-term relationships. Relationships are about more than your money- they are about Knowing You. With 25 years of experience, he has developed a comprehensive knowledge of investing and provide a holistic approach to wealth management. Working with a team of multi-disciplinary professionals, Trevor delivers advice, recommendations and strategies to address specific financial, tax & estate, insurance, philanthropic and business succession needs.
Bureau: Toronto
Al Verma
With over 25 years of experience advising professionals, business owners and high-net-worth families, Al Verma founded Verma Private Wealth with the unwavering goal of delivering an unparalleled client experience and making excellent investment decisions on behalf of his clients. Before joining the investment industry, Al earned his Bachelor of Engineering from the University of Waterloo as well as his CFA designation post-graduation. Al’s education helped form his firm belief that, much like engineering, investing requires a well thought out blueprint and a solid foundation to achieve strong results on a consistent basis.
Bureau: Toronto