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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

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Find an Investment Advisor best suited to your location

Let us find an Investment Advisor best suited to your needs

Photo of Geoff Badger.

Geoff Badger

Geoff has been advising clients in the investment management industry since 1994. He holds a Chartered Financial Analyst designation plus a B.Comm. and B.Sc. from the University of Alberta. His strength is helping people articulate their goals and identifying gaps in their estate and financial plans. His client mission is to provide the guidance and strategies to fill those gaps.

Office: Edmonton

Photo of Stephen Booker.

Stephen Booker

Steve and his team at Milestone Asset Management specialize in managing the wealth of independent business owners. Prior to Steve starting in the investment management business in 1998 he founded several of his own companies and taught entrepreneurship. Using their S-Curve Formula, Milestone identifies where business owners are on their business path and what lays ahead to achieve success and significance. Milestone then puts the financial and risk management architecture in place for the entrepreneur to minimize tax, maximize wealth and ultimately, achieve their goals.

Office: Calgary - Milestone Asset Management

Photo of Shawn Boos.

Shawn Boos

Shawn and his team at Milestone Asset Management specialize in managing the wealth of independent business owners. As a designated Portfolio Manager (PM) Shawn was cited as one of Wealth Professional’s Leading PM Portfolio Powerhouses in 2017. Using their S-Curve Formula, Milestone identifies where entrepreneurs are on their business path and what lays ahead to achieve success. Milestone then puts the financial architecture in place for the entrepreneur to minimize tax, maximize wealth and ultimately, achieve their goals.

Office: Calgary - Milestone Asset Management

Photo of Chris Bowering.

Chris Bowering

Chris grew up in Newfoundland and started his career with Gluskin Sheff in Toronto in September 2001. He moved to Calgary in 2007, working with CIBC before coming to Canaccord Genuity Wealth Management in 2010. As an Investment Advisor with 15 years of experience, his passion for investing has helped him build a strong foundation for his clients.

Office: Calgary

Photo of Alan Brimacombe.

Alan Brimacombe

Focusing on Junior Mining and Oil and Gas Companies, Alan offers his clients wealth creation opportunities.

Office: Calgary

Photo of Kara Cubbon.

Kara Cubbon

Kara brings over 17 years of financial services experience to her clients. She began her career in 2000 as an Investment Advisor. Kara's focus is on providing individuals, families and business owners customized investment solutions to secure their financial legacy. Kara is committed to a deep understanding of her clients' needs.

Office: Calgary

Photo of Tim Daly.

Tim Daly

Tim’s focus is financial and true wealth planning and he does that by making the best investment choices. Anyone over the age of 45 should be working off a financial plan but the most important part is the best financial solution. Cost is one of the most important constraints to a good return. Tim’s philosophy is a buy and hold of dividend payers based on research and he takes his fiduciary responsibility very seriously. He would also take advantage of bought deals, IPOs and would also use ETFs and mutual funds.

Office: Calgary

Photo of Bernie de Groot.

Bernie de Groot

Bernie joined Canaccord Genuity Wealth Management in 2010, focusing in the junior mining industry. Bernie uses his network and experience in the industry to produce opportunities for clients. The chemistry of which includes strong management, high quality projects, good capital structure and attractive valuation with catalysts for future value enhancement. His high integrity, long-term approach to relationships has allowed him to support many elite mining entrepreneurs at early stages of their new ventures

Office: Calgary

Photo of Russell Dratwa.

Russell Dratwa

Russ began his career in the financial industry in 1987 and has been with Canaccord Genuity Wealth Management since 2003. Russ’ focus is on serving his clients’ core financial needs, which may range from more conservative or complex investments to tax, financial, insurance and estate* planning solutions He is also dedicated to staying up-to-date on current market trends as the “Voice of Edmonton Business” on TSN 1260. Russ keeps in close contact with his clients through his weekly newsletter, Your Wealth, Our Commitment, which provides industry updates and investment insights.

Office: Edmonton

Photo of Korina Fandrick.

Korina Fandrick

Korina and her team at Milestone Asset Management specialize in managing the wealth of independent business owners. With her Certified Financial Planner designation (CFP), Korina leads up the wealth management & risk management departments within Milestone. Korina joined Milestone in 2006 and has been in the investment industry for almost 20 years. Using their S-Curve Formula, Milestone identifies where entrepreneurs are on their business path and what lays ahead to achieve success. Milestone then puts the financial architecture in place for the entrepreneur to minimize tax, maximize wealth and ultimately, achieve their goals.

Office: Calgary - Milestone Asset Management

Photo of Delwin Graham.

Delwin Graham

Delwin has been with Canaccord Genuity Wealth Management as a Portfolio Manager and an Investment Advisor for 17 years, working collaboratively with families and business owners to help them achieve their goals through every season of their investing lives, from the initial growth phase to income generation at retirement and finally to the efficient dispersion of an estate.

Office: Edmonton

Photo of William Hall.

William Hall

William works with high net worth Individuals to provide a bespoke client experience tailored to specific needs and objectives. Offering a full suite of advisory services including; discretionary portfolio management solutions, estate planning and wealth transfer advisory, executive stock option exercise, trade execution, and both public as well as private capital market opportunities. Canaccord Genuity Wealth Management's open architecture platform enables William to customize unique solutions in the areas of both wealth creations and wealth management. All clients enjoy prompt, attentive, personal service, with regular face-to-face meetings scheduled to keep them well informed on progress toward their unique objectives.

Office: Calgary

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 Investment Industry Regulatory Organization of Canada. Independent Wealth Management advisors are registered with IIROC through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.

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