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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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Markus Muhs
Markus started his career as a Financial Planner with a major bank in 2007, at the eve of the worst financial crisis in a generation. By establishing a practice that focuses on comprehensive financial planning and behavioral investment counselling he was able to guide his clients through the storm with their portfolios and retirement plans intact. In 2013 he joined Canaccord Genuity Wealth Management in order to elevate his service offering to a more professional and transparent level, offering fee based wealth management as well as fee-only financial planning.
Office: Edmonton
Grant Mutch
Grant started his career in the investment business over 25 years ago and takes a consultative approach that explores all aspects of how having wealth influences the choices his clients need to make now and for the future to support the legacy their family has worked so hard to build. Grant earned his Bachelor of Commerce in Finance from the University of Manitoba. Throughout his dynamic career, Grant developed a lifelong love of world travel. He is always passionate about telling his travel stories and he also enjoys hearing about the interesting places others have visited.
Office: Calgary
Maglan Naidoo
Born in South Africa, Maglan graduated from the University of Saskatchewan with a BA in Economics. He began his career in the financial sector in 2000 at TD Waterhouse, later moving to ATB Securities. He joined Canaccord Genuity Wealth Management in March 2011. Maglan runs a wealth management business focused on capital preservation for high net worth individuals and entrepreneurs. He values the lifelong relationships he has built with his clients, believing that trust, continuous communication, a strong work ethic and a superior client service offering have been integral to building his referral-based business.
Office: Edmonton
Michael Pickard
Mike is the co-founder of Summit Wealth Partners and his journey into the advisory field has been anything but conventional. After spending much of his twenties working as a builder and contractor, Mike returned to the University of Alberta to complete his finance studies and began his career as an Associate Advisor at BMO Nesbitt Burns. He later developed a successful advisory practice at IG Wealth Management, where he met Alex Senkiw and chose to formalize their partnership and transitioned their practice to Richardson Wealth.
Office: Calgary
Alex Senkiw
As the co-founder of Summit Wealth Partners, Alex brings almost two decades of experience as a Financial Planner. As a Certified Financial Planner (CFP), he is equipped to create comprehensive financial plans that encompass retirement, tax, investments, and estate planning, all customized to help each client reach their objectives. Additionally, Alex holds the Chartered Investment Manager (CIM®) and Family Enterprise Advisor (FEA) designations.
Office: Calgary
Rahim Somani
Rahim is a graduate from the University of Ottawa with an Honours Bachelor Commerce Degree in Finance & International Business, In addition to his formal education Rahim brings a vast array of business experience including an executive position with a private pharmaceutical company. Rahim has spent time as a Premier Banker with one of the world’s leading financial institutions, leading to a role as an Investment Advisor with a top Canadian firm. He specializes in all wealth management functions including portfolio design, retirement and educational planning, providing clients with a wide spectrum of investment products and services.
Office: Calgary
Chris Spielmann
Chris has been a trusted Investment Advisor for 18 years. Prior to being with Canaccord Genuity Wealth Management, Chris was with RBC for three years. Chris has guided his clients’ capital through many different markets and believes that planning and well diversified portfolios provide the best chance for investment success. Chris is active in his community coaching and volunteering his time to at risk youth.
Office: Edmonton
Scott Starratt
Scott Starratt is a Certified Financial Planner, Chartered Investment Manager, Fellow of the Canadian Securities Institute and Accredited Investment Fiduciary. He graduated with a Bachelor of Commerce from the University of Alberta in 1993 majoring in Finance, Game Theory and Chemistry and draws on more than 20 years of experience in the financial services industry.
Office: Calgary
Mehul Sudra
Mehul works with families and companies to provide customized financial solutions. He has experience internationally in finance (with KPMG’s mergers and acquisitions advisory practice in the United Kingdom, with Deloitte’s management consulting practice in Canada, and prior to joining Canaccord, he worked with the brokerage / private wealth division of a large Canadian bank. Mehul holds a LL.B. with Honours from University College London (University of London) in the United Kingdom, and a B.Comm. with Honours (with Distinction, Summa Cum Laude) from McMaster University in Canada. Mehul is a Partner and Senior Investment Advisor with MLD Wealth. His experience and understanding of markets and investment strategies play a pivotal role in providing strategic advice and investment solutions for clients. Mehul works in lockstep with the executive team at MLD Wealth to oversee and manage the business and processes.
Office: Calgary
David Townshend
David has over 30 years of industry experience helping private clients, businesses and institutions achieve their financial goals and objectives. David’s knowledge on changing economic and investment environments are integral in guiding his clients’ portfolios in the past eight years at Canaccord Genuity Wealth Management, Dave has successfully expanded his service offerings in the areas of retirement planning and wealth management.
Office: Calgary
Quinn Waddington
Quinn has over thirteen years’ experience in the industry and holds the Chartered Financial Analyst® designation, one of the highest designations in our profession. Quinn enjoys working with people to build a financial roadmap that achieves all of their goals and finding ways to help them achieve those goals sooner. Quinn aims to be your personal “go-to” for all of you financial needs and uses a large network of professionals to make sure his clients are always in the best financial position.
Office: Edmonton
Duncan Wade
As an Investment Advisor and Portfolio Manager, Duncan specializes in portfolio analysis & design, and wealth management. His investment system is executed with the ultimate goal of protecting and enhancing retirement assets. Building and sustaining long-lasting client relationships is what he values most about his career. Duncan and his team take pride in being able to give clients peace of mind in knowing that they’re meeting their financial and retirement goals.
Office: Edmonton
The information on this web site is intended for use by persons resident in jurisdictions in which the advisor is licensed. 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.