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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
Find an Investment Advisor best suited to your location
Choose a location:
- Vancouver View Vancouver advisors
- Kelowna View Kelowna advisors
Harris Watson
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.
Office: Kelowna
Steve Whitford
Steve provides his clients with tailored service and personalized advice for a wide range of their investing and financial planning needs. Steve works with a 9-person team that has years of experience in personal retirement planning, stock trading, mutual fund and exchange traded fund analysis & investment, bonds & GICs, and insurance. Steve works with each financial planning client individually, to learn about their life and their goals, creating an ongoing financial plan to guide them through their financial future. Steve has 26 years of experience as an Investment Advisor and joined CG in 2012.
Office: Vancouver
Perry Zuccolo
Perry's foundation was built on strong academic successes and complemented with a career spanning over 20 years in the financial field. Graduating in Economics and Finance from Simon Fraser University, he studied with the Deputy Minister of Finance, Governor of the Bank of Canada and consultants to the International Monetary Fund and World Bank. He also holds the Professional Financial Planning designation from the Canadian Securities Institute.
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 Canadian Investment Regulatory Organization. Independent Wealth Management advisors are registered with CIRO through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.