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When you partner with us, you’re taking a step towards achieving the life and legacy that you envision.
With financial insight and expertise in every area of wealth creation and wealth preservation, our Investment Advisors will build a financial plan specifically customized for you. This bespoke approach, backed by industry-leading global resources, are compelling distinctions of our firm. We are driven by your success.
Find an Investment Advisor from our network of specialists across Canada.
Find an Investment Advisor from our network of experts across Canada
Find an Investment Advisor best suited to your location
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James Barrie
James is a Investment Advisor, managing the Private Wealth division of the Cash Management Group. James specializes in helping clients create a long-term holistic investment strategy through the use of financial, tax and estate planning. He specializes in creating portfolios that address the needs of each individual, with a focus on diversifying investments and utilizing alternative strategies that have been proven by long term pension managers. James has experience dealing with more complex financial scenarios, including investments and tax planning for Trusts, Personal Corporations, Charitable Foundations, and Estate accounts.
Office: Vancouver
Jerry S. Basran
Jerry Basran has over 25 years of experience in the financial services industry. Starting with RBC Dominion Securities in 2000, Jerry steadily grew his practice, becoming one of the firm's top wealth advisors and a specialist in serving high-net-worth clients. Jerry joined Canaccord Genuity Wealth Management in 2019 to be part of an independent firm, offering bespoke wealth management to his clients. Jerry holds a BBA degree with a dual specialization in accounting and finance from Simon Fraser University. He is a Fellow of the Canadian Institute, a designation reserved for financial professionals that meet the highest standards for advanced education, ethical conduct, industry experience, and endorsement from peers. Jerry also holds the Chartered Strategic Wealth Professional designation, an elite designation held by a select few Canadian financial professionals. He was also recognized as one of Canada's Top Wealth Advisors, an inaugural annual ranking by the Globe & Mail's Report on Business and SHOOK Research. Jerry and his family live in South Surrey, where they are active members of the community. Jerry lends his support to a number of local charities, and has acted as a campaign executive for the Surrey Memorial Hospital Foundation Emergency Centre, raising over $450,000 through the RBC Invitational Golf Classic.
Office: Vancouver
Mark Caplan
Mark Caplan is a Senior Investment Advisor at Canaccord Genuity Wealth Management. He takes pride in providing comprehensive wealth management solutions to high-net-worth individuals, families and corporations. Mark believes in providing customized and tailored plans to help his clients reach their goals; be it wealth preservation, wealth creation, or intergenerational wealth transfer, to name just a few. Mark attained his CFA designation in 2001 and is licensed as a General Securities Representative in the United States. Through his US license Mark is proud to extend his investment advisory services to American residents across the country. In addition to his Canadian and US licenses, Mark also maintains his options license in Canada.
Office: Vancouver
Michael Cassady
Michael assists high-net-worth individuals and their families in creating, monitoring and implementing financial plans to meet their unique needs. Preservation of capital is key to financial success and, ultimately, peace of mind. His goal is to create a unique, high-quality, non-correlated portfolio that performs in today’s volatile market environments. Michael truly believe that investors need to rethink traditional investment strategies to assure their finances are structured in a way to secure their future given the current landscape.
Office: Vancouver
Julie Catling
Julie began her career in the industry more than 20 years ago when she was recruited by a leading Canadian Investment firm in Winnipeg. She is a trusted Investment Advisor with a global roster of valued high-net-worth clients who depend on her to source opportunities and manage wealth. Client service, integrity, results and relationship building have remained the hallmarks of her business approach. Julie travels extensively to provide face-to-face service both to international and local investors.
Office: Vancouver
Aaron Chan
Aaron Chan, Senior Investment Advisor, joined Canaccord Genuity Wealth Management in 2005. He is consistently a top ranked investment advisor at the firm and manages the lead Chinese-speaking advisory team. With his financial experience and expertise, Aaron has built a business of high-net-worth and family office clients globally.
Office: Vancouver
Julia Cheng
Julia has over 14 years of experience in the financial industry. She provides high standards of customer service to ultra high net worth clients. She works closely with our investment team and is actively involved in helping to implement investment strategies. Julia brings an exceptional level of care and attention to detail on the investment execution platform for clients and leads day to day administrative operations.
Office: Vancouver
Norman K.M. Chung
Norman has been providing comprehensive investment solutions to clients for over two decades. Over the years, he has developed expertise in providing sound advice to his clients for their financial, retirement and estate planning needs. He is committed to the designing and delivery of distinctive investment solutions and service to my high net worth clients. Through an understanding of each client’s individual financial needs he provides customized financial solutions that are as individual as they are. His primary role is to provide portfolio management to his clients, specifically to develop and implement strategies tailored to meet their individual needs.
Office: Vancouver
Bryan Claggett
Bryan has more than 30 years of investment industry experience. A CPA by training, he previously worked for two industrial firms and held a management position within a financial services company. Bryan specializes in the development and implementation of diversified portfolios for growth and income, customized for individuals, families and business owners. While primarily leveraging stocks, ETFs and bonds, Bryan incorporates options strategies when relevant. His customized portfolios consider tax-efficient strategies and are specifically tailored to the investment needs of each client in order to help them achieve their financial goals.
Office: Vancouver
Tom Cox
Tom Cox has helped clients achieve their unique investment and lifestyle goals since 1986. Tom is a highly respected and trusted Senior Investment Advisor known for structuring “out of the box” sophisticated investment solutions for entrepreneurs, corporate executives, professionals, and high net worth families. Tom is also President of Canaccord Genuity Wealth Management (USA) Inc. – and has considerable expertise facilitating investment transactions for U.S. residents from our office in Vancouver. Extremely personable, Tom is single-minded in his drive for performance.
Office: Vancouver
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.
Office: Vancouver
The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Independent Wealth Management advisors are registered with CIRO through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.