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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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- Kelowna View Kelowna advisors
Tanya Suelzle
Tanya joined the Mann Team in 2021. Success in her career is rooted in having strong analytical and organizational skills, being detail-oriented, and working with tenacity to meet challenging – and often complex – deadlines. With a people-first approach, Tanya develops complete strategies, which are personalized to her clients’ long term financial goals and risk tolerance. Tanya is passionate about the finance industry and holds a Bachelor of Commerce (Finance) degree from the University of Manitoba. She is currently pursuing the QAFP® certification, driven by her love for financial planning and her commitment to helping clients make informed financial decisions.
Office: Vancouver
Jamie Switzer
Jamie has been managing investment portfolios for over 20 years and takes great pride in working with a first class group of clients. Jamie joined Canaccord Genuity Wealth Management in 2018 after 13 years with Raymond James. Jamie flourishes in a firm that supports an entrepreneurial spirit and is proud of the team he has built and the exceptional level of service and client care they strive to provide to each family they work with. The team is focused on providing clients with advantages necessary to secure their finances and ensure that they achieve long-term personal economic growth through comprehensive planning and tax strategies. Jamie’s knowledge of the markets and practical approach to investing has helped clients effectively maneuver through some of the most severe economic downturns in history. Since the summer of 2016, Jamie has been a regular guest on the CKNW radio network. In 2011, Jamie was honoured to be appointed to the Raymond James Canada Foundation advisory committee and continues to be gratified by the impact the foundation has had on Canadian communities. Jamie also helps raise millions of dollars with the Lions Gate Hospital Foundation golf committee as part of the board of directors and as the chair of the committee.
Office: Vancouver
Brent Todd
Brent started his career in Vancouver where he spent 10 years cutting his teeth on junior mining ventures. Since the early 2000s, Brent has been employing a value/bottom-up strategy to deliver exceptional returns for clients whose objective is wealth creation. He has a unique ability to recognize the start of success as well as the patience to wait for rewards to be realized.
Office: Vancouver
Saleem Tyab
Saleem has been providing Wealth Management solutions to his clients for over 25 years. Saleem works with families and corporations in developing plans that are designed to protect wealth. His approach to creating a financial plan or wealth strategy for families is by identifying financial needs by better understanding his clients core value system and beliefs when it comes to investing.
Office: Vancouver
Mark van Hees
A graduate of the University of Calgary in 1994 with a degree in Economics, Mark entered the industry in 1996 as an Investment Advisor at RBC DS’s Calgary office. As the Co-Founder and President of Solium Capital from 1999 – 2002, he specialized in the management and administration of public and private employee, share ownership and entitlement programs. Mark is focused on discretionary portfolio management and wealth preservation for his clients.
Office: Kelowna
Harris Watson
Harris has a passion for helping his clients reach their most important goals. For over 20 years he has worked hard at developing the skills required to be successful in trading, portfolio management, and retail corporate finance; specializing in raising capital for Canadian resource companies. Harris’ clients appreciate his deep understanding of personal finance and capital markets that his breadth of experience provides. Harris and his team engage their clients in a consultative and distinct approach to overall Wealth Enhancement. His mission is to completely understand his clients working together to control the risks and maximize every available opportunity.
Office: Kelowna
Perry Zuccolo
Perry's foundation was built on strong academic successes and complemented with a career spanning over 20 years in the financial field. Graduating in Economics and Finance from Simon Fraser University, he studied with the Deputy Minister of Finance, Governor of the Bank of Canada and consultants to the International Monetary Fund and World Bank. He also holds the Professional Financial Planning designation from the Canadian Securities Institute.
Office: Vancouver
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.