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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 Bruce Leong.

Bruce Leong

Bruce has been in the financial industry for over 25 years. Prior to joing CGWM, he worked as an Investment Advisor with another IIROC investment firm and as a banker with a major Canadian chartered bank. Bruce's focus is on providing investment solutions for high net worth individuals, familes, and business owners. He also helps entrepreneurs with their funding requirements. Bruce is committed to finding the best alternatives for his clients' needs and takes pride in the long term relationships he has had with his clients.

Office: Vancouver

Photo of David LePoidevin.

David LePoidevin

With over 25 years of experience in the investment industry, David LePoidevin is one of the top-ranked investment advisors at Canaccord Genuity Wealth Management, managing a portfolio of more than $1 billion in assets.

Office: Vancouver

Photo of Stefan Linden.

Stefan Linden

Stefan focuses on developing new relationships and managing existing private wealth clients alongside Andrew and James. His insight into the markets and sharp analytic skills ensure clients receive the most up-to-date recommendations. Stefan brings a fresh perspective to building and rebalancing custom investment portfolios for our clients.

Office: Vancouver

Photo of Dwight Mann.

Dwight Mann

Dwight’s 25 years of experience, remarkable work ethic and passion for his craft have propelled him to the top of his profession. He has been recognized by his peers, management, and clients for delivering exceptional investment returns while effectively managing risk. Dwight personally oversees the implementation of the established investment plan for each client’s account.

Office: Vancouver

Photo of Ray Martin.

Ray Martin

Ray Martin has been involved in the wealth creation industry for 25 years. Through market ups and downs, he has proven the value of extensive due diligence and an emphasis on identifying exceptional, established management teams in the wealth creation sector. He specializes in managing risk while introducing clients to investment ideas with the greatest potential for rapid growth.

Office: Vancouver

Photo of Bruce McClymont.

Bruce McClymont

Bruce brings over 30 years of financial service experience to a diversified cleint base. He graduated from the University of Alberta with a Geolocial Science degree in 1974. After working in the mining business for 13 years he entered the brokerage business as an Investment Advisor specializing in resorce stocks. His business has now evolved into all aspects of the financial markets with a goal of mantaining clients' financial well being.

Office: Vancouver

Photo of Neil McIver.

Neil McIver

Neil began his career in the mailroom at Pemberton Securities in 1985, literally attaining knowledge of the investment industry from the ground up. From that beginning, he has successfully and steadily grown his own practice to the point where he is now entrusted with millions of both institutional and private clients’ assets. Through years of study and experience Neil has established an institutional calibre investment process that employs a disciplined asset allocation model previously only available to large institutional investors.

Office: Vancouver

Photo of Tevis Michaud.

Tevis Michaud

Tevis emphasizes integrity, honesty, diligence and high-quality service as he delivers comprehensive Wealth Management solutions, including building tax-efficient income streams and connecting clients with new and unique investment ideas. His objective is to help clients live healthy, happy, prosperous lives – without having to worry about their financial security. To achieve that, he sets high ethical standards for himself and works hard to build long-term, trusting client relationships.

Office: Vancouver

Photo of Christopher Morgan.

Christopher Morgan

Chris brings over 20 years of financial services experience to his team and their clients. He began his career in 1992 as a Corporate Finance specialist and transitioned to an Investment Advisor in 1998. Chris' focus is on understanding clients' needs, and providing thoughtful, relevant solutions. He has extensive experience in the Canadian venture capital markets with a focus on natural resources and technology.

Office: Vancouver

Photo of Russell Morrison.

Russell Morrison

Russell brings over 20 years of investment industry experience to his team and their clients. He began his career in finance in 1995 and transitioned to an Investment Advisor role in 1997 with a major bank-owned investment firm. Russell provides customized investment and wealth management solutions for individuals, families, business owners and corporations. He is committed to understanding his clients' needs and providing sound investment advice and solutions.

Office: Vancouver

Photo of Hugh Nash.

Hugh Nash

Hugh joined Canaccord Genuity Wealth Management in 1995 and, in his 20 years with the firm, has built a top-tier book of business focusing on precious metals financings. His energy, insight and commitment to his clients have made Hugh a valuable asset to his clients’ future.

Office: Vancouver

Photo of Danny Pero.

Danny Pero

Danny brings over 16 years of financial services experience to his team and their clients. He began his career in 2001 as an Investment Advisor and has worked in various roles including Branch Manager. Danny's focus is on providing a comprehensive wealth strategies to help individuals, families and business owners secure their financial legacy. Danny is committed to a deep realtionship with his clients in order for fully understand their needs.

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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