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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.
Steve and his team at Milestone Asset Management specialize in managing the wealth of independent business owners. As a designated Portfolio Manager (PM) Steve was cited as one of Wealth Professional’s Leading PM Portfolio Powerhouses in 2017. Since entering the field in 2000,. 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
Bob is a veteran advisor with over 30 years of market experience. He has built a solid reputation in the industry for his tireless work ethic and dedication to his clients. Bob’s integrity and spirit have helped him to become a leader and consistent top producer over the years. His wealth of experience has been an invaluable tool for guiding his clients through all varieties of market conditions.
Lane brings over 30 years of financial services experience having managed risk strategies for a multi-national insurance firm earlier in his career and transitioning to his current financial advisory practice in 2001. Lane’s practice focuses on three core tenets, wealth preservation, wealth creation and legacy estate planning. Recognizing that the financial goals and needs of clients can vary greatly, the focus of his team is to deliver clear and customized investment solutions with the highest level of service and communication.
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.
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.
Brad brings over 18 years of financial services experience to his team and their clients. He began his career in 1998 as an insurance and estate planning expert and transitioned to an Investment Advisor role in 2006. Brad's focus is on providing customized investment solutions for individuals, families, and business owners looking to secure their financial legacy. Brad is committed to a deep understanding of his clients’ needs.
Wain Stushnoff has over 20 years of investment industry experience, beginning at a bank-owned brokerage before moving to Canaccord Genuity Wealth Management in 1998. Today, he is a Senior Vice President, Portfolio Manager and Branch Manager of the Calgary office. Wain’s private and institutional clients benefit from his leadership, counsel and expertise, enjoying boutique-style service with access to an extended network of professionals and the global insights of Canaccord Genuity.
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.
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.
Don has been in the Investment Industry for over 35 years and has built a successful business working with clients and helping them to achieve their goals. Professionals, Don advises professionals, entrepreneurs and high net worth families on a vast spectrum of Investment products and services with the simple philosophy of growth and preservation of capital. Don also works with other Professional Money Managers in managing large Investment Portfolios through our Wealth Management platform. Don is well known from his days as a professional curler. His accomplishments include three Canadian Championships, a World Title, and an Olympic Silver Medal.
John takes a conservative approach to investment management, using a building-block approach to construct an appropriate plan for clients looking to preserve and grow their wealth. John gains a deep understanding of your needs, layering in appropriate solutions based on your unique requirements. In addition to his years of caring for clients’ assets, John’s background includes 15 years in the technology industry as well as years of exposure to the oil and gas industry. With his diverse experience and global perspective, John brings an entrepreneurial spirit to his practice and an honest, straightforward approach to helping you meet your goals.
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.
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.