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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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Let us find an Investment Advisor best suited to your needs

Photo of Rod Blake.

Rod Blake

Rod has a background in mining and small business. He has been with Canaccord Genuity Wealth Management for over 30 years and offers an overall view of portfiolio building and wealth management. Rod is also licensed in the United States, providing American clients access to the Canadian markets.

Office: Vancouver

Photo of Paul Borisoff.

Paul Borisoff

Paul has helped clients with investment solutions since 1992 – and has been a Portfolio Manager since 2007. As an Accredited Investment Fiduciary ProfessionalTM Paul is professionally committed to acting in his clients’ best interests at all times. Clients benefit from Paul’s experience, knowledge and honesty – and disciplined approach to investing. Paul has considerable expertise designing “income” strategies and has managed the Diversified Income Portfolio since 2008. Additionally, Paul is a “Certified Responsible Investment Expert” and manages the SRI Core Income and Growth Portfolio. Paul believes that Socially Responsible Investing can reduce risk and lead to superior long-term returns.

Office: Vancouver

Photo of Robert Brough.

Robert Brough

Bob brings over 20 years of financial investment experience to his team and their clients. Bob leverages his extensive business knowledge to provide clients with practical, pragmatic and timely advice that meets their needs and objectives. Bob's focus is on business owners, professionals and families looking to build a secure financial future.

Office: Vancouver

Photo of Mark Caplan.

Mark Caplan

Mark Caplan is a Vice President and Senior Investment Advisor at Canaccord Genuity Wealth Management. He takes pride in providing comprehensive wealth management solutions to high-net-worth individuals, families and corporations. Mark believes in providing customized and tailored plans to help his clients reach their goals; be it wealth preservation, wealth creation, or intergenerational wealth transfer, to name just a few. Mark attained his CFA designation in 2001 and is licensed as a General Securities Representative in the United States. Through his US license Mark is proud to extend his investment advisory services to American residents across the country. In addition to his Canadian and US licenses, Mark also maintains his options license in Canada.

Office: Vancouver

Photo of Scott Carlson.

Scott Carlson

Scott has over 12 years of experience at Canaccord Genuity Wealth Management. Prior to joining CGWM, Scott spent two years advising clients at Canada’s largest bank. Scott strives to achieve the highest level of trust with his clients. Whether building or preserving wealth or somewhere in-between, he will always be there to ensure your unique financial plan remains on track. Scott is a life-long student of global financial markets, economics and personal finance. Focused and driven, Scott’s years of passion and dedication to the investment business, financial planning and strong client relationships highlight his success.

Office: Vancouver

Photo of Michael Cassady.

Michael Cassady

Michael assists high-net-worth individuals and their families in creating, monitoring and implementing financial plans to meet their unique needs. Preservation of capital is key to financial success and, ultimately, peace of mind. His goal is to create a unique, high-quality, non-correlated portfolio that performs in today’s volatile market environments. Michael truly believe that investors need to rethink traditional investment strategies to assure their finances are structured in a way to secure their future given the current landscape.

Office: Vancouver

Photo of Julie Catling.

Julie Catling

Julie began her career in the industry more than 20 years ago when she was recruited by a leading Canadian Investment firm in Winnipeg. She is a trusted Investment Advisor with a global roster of valued high-net-worth clients who depend on her to source opportunities and manage wealth. Client service, integrity, results and relationship building have remained the hallmarks of her business approach. Julie travels extensively to provide face-to-face service both to international and local investors.

Office: Vancouver

Photo of Aaron Chan.

Aaron Chan

Aaron Chan, Senior Vice President & Senior Investment Advisor, joined Canaccord Genuity Wealth Management in 2005. He is a consecutive member of the firm's Chairman's Council since 2011 as a top ranked Investment Advisor. Aaron manages the leading Chinese-speaking advisory team at Canaccord Genuity Wealth Management and has built a business of high net worth and family office clients globally.

Office: Vancouver

Photo of Julia Cheng.

Julia Cheng

Julia has over 14 years of experience in the financial industry. She provides high standards of customer service to ultra high net worth clients. She works closely with our investment team and is actively involved in helping to implement investment strategies. Julia brings an exceptional level of care and attention to detail on the investment execution platform for clients and leads day to day administrative operations.

Office: Vancouver

Photo of Norman K.M. Chung.

Norman K.M. Chung

Norman has been providing comprehensive investment solutions to clients for over two decades. Over the years, he has developed expertise in providing sound advice to his clients for their financial, retirement and estate planning needs. He is committed to the designing and delivery of distinctive investment solutions and service to my high net worth clients. Through an understanding of each client’s individual financial needs he provides customized financial solutions that are as individual as they are. His primary role is to provide portfolio management to his clients, specifically to develop and implement strategies tailored to meet their individual needs.

Office: Vancouver

Photo of Matt Cicci.

Matt Cicci

N/A

Office: Vancouver

Photo of Bryan Claggett.

Bryan Claggett

Bryan has more than 30 years of investment industry experience. A CPA by training, he previously worked for two industrial firms and held a management position within a financial services company. Bryan specializes in the development and implementation of diversified portfolios for growth and income, customized for individuals, families and business owners. While primarily leveraging stocks, ETFs and bonds, Bryan incorporates options strategies when relevant. His customized portfolios consider tax-efficient strategies and are specifically tailored to the investment needs of each client in order to help them achieve their financial goals.

Office: Vancouver

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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