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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 Erica Szczech.

Erica Szczech

With over two decades of experience in the financial industry as an Investment Advisor and Portfolio Manager, Erica has the knowledge and skills to help people reach their financial potential. She specializes in strategic wealth planning and portfolio management, and works closely with clients to create opportunities that fit their unique goals. Her passion stems from working with successful families who want to mitigate risk and feel comfortable investing; professionals who entrust an advisor so they can focus on their work; and entrepreneurs who welcome a result-driven team, committed to helping them reach the next level.

Office: Vancouver

Photo of Sonia Taylor.

Sonia Taylor

Sonia is actively involved in the wealth management process with experience in delivering comprehensive investment and wealth management solutions to clients. She discusses and reviews portfolios & investments, drives team procedure, and functions as a liaison between clients and other specialists.

Office: Vancouver

Photo of Brent Todd.

Brent Todd

Brent started his career in Vancouver where he spent 10 years cutting his teeth on junior mining ventures. Since the early 2000s, Brent has been employing a value/bottom-up strategy to deliver exceptional returns for clients whose objective is wealth creation. He has a unique ability to recognize the start of success as well as the patience to wait for rewards to be realized.

Office: Vancouver

Photo of Saleem Tyab.

Saleem Tyab

Saleem has been providing Wealth Management solutions to his clients for over 25 years. Saleem works with families and corporations in developing plans that are designed to protect wealth. His approach to creating a financial plan or wealth strategy for families is by identifying financial needs by better understanding his clients core value system and beliefs when it comes to investing.

Office: Vancouver

Photo of Mark van Hees.

Mark van Hees

A graduate of the University of Calgary in 1994 with a degree in Economics, Mark entered the industry in 1996 as an Investment Advisor at RBC DS’s Calgary office. As the Co-Founder and President of Solium Capital from 1999 – 2002, he specialized in the management and administration of public and private employee, share ownership and entitlement programs. Mark is focused on discretionary portfolio management and wealth preservation for his clients.

Office: Kelowna

Photo of Quinn Waddington.

Quinn Waddington

Quinn has over nine years’ experience in the industry and holds the Chartered Financial Analyst® designation, one of the highest designations in our profession. Quinn enjoys working with people to build a financial roadmap that achieves all of their goals and finding ways to help them achieve those goals sooner. Quinn aims to be your personal “go-to” for all of you financial needs and uses a large network of professionals to make sure his clients are always in the best financial position.

Office: Vancouver

Photo of Ed Whitehead.

Ed Whitehead

Ed has extensive financial industry experience. He worked for a Major Canadian Chartered bank for 31 years, managing retail branches, and working as an Investment Advisor. As a manager, Ed was responsible for a multi-billion-dollar mortgage portfolio. Ed joined Canaccord Genuity Wealth Management as an Investment Advisor in 2014.

Office: Vancouver

Photo of Steve Whitford.

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 5-person team that has a combined 80 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 Canaccord Genuity in 2012.

Office: Vancouver

Photo of Edward Wong.

Edward Wong

N/A

Office: Vancouver

Photo of Brent Woyat.

Brent Woyat

Brent is an Investment Advisor and Portfolio Manager in Vancouver providing personalized wealth management services to retirees and pre-retirees who want to protect their capital and ensure that their money lasts them a lifetime. "My mission", Brent says, "is to help clients take the worry out of managing money. I emphasize personalized wealth management because all my clients have different financial goals and are best served by strategies customized for each client's unique needs.

Office: Vancouver

Photo of Perry Zuccolo.

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 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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