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Find an Investment Advisor

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 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 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 Karen Harrison.

Karen Harrison

Karen has worked in the Financial Services industry since 1989 and is a Chartered Investment Manager. Karen believes that a key determinate to successful investing is to first fully understand her clients’ long and short-term needs, then develop a detailed financial plan, and finally construct a portfolio that aims to achieve those stated goals. She uses many sophisticated tools and technologies daily to help build and monitor portfolios, communicate with clients, and ultimately provide value and security for the families that work with her.

Office: Calgary

Photo of Paul Harrison.

Paul Harrison

Paul began his financial services career in 1995 and has been an Investment Advisor since 1996. Paul focuses on truly integrated wealth management – investment management, retirement income planning, estate planning/conservation and with affiliated professionals, insurance needs. Striving for class-leading investment management, to a very clearly defined and inviolate client service commitment, Paul has consistently generated very successful outcomes for his clients depending on their unique goals, and has done so with a level of comfort and added value that accompanies a low risk, low volatility approach to investing.

Office: Calgary

Photo of Penni Johnston-Gill.

Penni Johnston-Gill

Penni has earned strong loyalty from her clients based on a track record of expert investment planning, risk management and wealth and estate planning. Penni has 19 years experience of financial services experience beginning her career as an institutional sales assistant and transitioning to an Investment Advisor role in 2007. Penni works with individuals, businesses and families to protect and growth wealth across multiple generations. She is commited to a deep understanding of her clients'needs.

Office: Calgary

Photo of Gunther Kruger.

Gunther Kruger

Gunther brings over 40 years of financial services experience to his team and their clients. Gunther spent 20 years in the Banking Industry in a variety of positions and transitioned to his Investment Advisor role in 1998. Gunther's focus is on Holistic Wealth Managment solutions, and in that regard is deeply comitted to a thorough understanding of his client's needs.

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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