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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 Kent Winterfield.

Kent Winterfield

Kent has provided comprehensive investment and wealth planning solutions for individuals, families and business owners for over 30 years. He simplifies financial complexity with practical investment strategies and combines it with unmatched service, to create, preserve and grow your wealth.

Office: Edmonton

Photo of Ernest Wyder.

Ernest Wyder

With 18 years of financial experience, Ernest understands the importance of strong client relationships and educating clients on a well-rounded approach to their wealth. With grassroots in insurance planning, his primary focus is to provide a holistic approach to your Financial Plan. Ernest will work closely with you as he builds an understanding of your unique perspective and wealth management goals. Ernest is a Certified Financial Planner, shepherding his focus to develop a plan that’s customized to fit the objectives you want to achieve now and in the future. Drawing on Ernest’s entrepreneurial spirit, his approach is best suited to professionals, entrepreneurs and retirees.

Office: Calgary

Photo of Peter Zloty.

Peter Zloty

Integral to his services are advanced planning strategies customized to meet the most complex needs. Following a proven and well-defined process, he leads a team of specialists in tax accounting, tax law, estate, succession and philanthropy planning, and financial planning. Together, they establish the right structures to protect, build and transfer client wealth.

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