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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 Margaret Barron.

Margaret Barron

Margaret brings a common-sense approach to investing, believing that if you don’t understand where you are putting your money, maybe that is not where it should be. She has been in the financial services industry for 40 years and worked her way up from an entry level position to an Investment Advisor in 1999. Now a Vice President and Senior Investment Advisor, Margaret prides herself in not only educating her clients but ensures they understand the nature of their investments. Her focus is on providing customized investment solutions for individuals, families and business owners looking to secure their financial legacy. Her tailored approach allows her to provide customized solutions for high net worth clients ranging from wealth creation, financial planning, cash management, and capital markets opportunities.

Office: Toronto

Photo of Peter Beck.

Peter Beck

Peter has a long history on Bay Street and Wall Street, with over 25 years of experience as an institutional sales and liability trader for CIBC, Scotia Bank, Merrill Lynch and Goldman Sachs in New York. Peter’s clients benefit from his personal experience, knowledge, investment contacts and disciplined approach which allows him to deliver an unmatched comprehensive pension-style, institutional approach to managing all aspects of their financial net worth. Peter is focused on capital preservation and downside protection. He holds a BA in Economics from the University of Western Ontario is fully US-licensed as well as Futures and Options licensed.

Office: Toronto

Photo of James Bitaxis.

James Bitaxis

James offers comprehensive wealth management solutions carefully tailored to meet each client’s retirement and estate planning needs. His 20 years of experience is reflected in his conservative investment approach, matching clients desire to grow their portfolios while also protecting and preserving their wealth. Born and raised in Toronto, he joined Canaccord Genuity Wealth Management in 1996. Committed to meeting each client’s unique financial situation, James works with his strategic partners to create customized wealth management strategies.

Office: Toronto

Photo of Steve Bluestein.

Steve Bluestein

Steve has been managing his clients’ finances with diligence and care for 25 years. He has spent 12 of those years as an Investment Advisor at Canaccord Genuity Wealth Management, offering his clients innovative investment strategies and solutions supported by the firm’s flexible investment platform and award-winning Research team. Steve holds a BA in Psychology from York University and a BComm from the University of Windsor. Acting as a personal CFO to his clients, Steve coordinates all elements of your finances to bring your desired investment outcomes within reach.

Office: Toronto

Photo of Allan Bramson.

Allan Bramson

With over 25 years of investment and financial planning experience, Allan Bramson serves a loyal clientele of affluent families and business owners. Allan began his investment career at BMO Nesbitt Burns, rising to the role of Vice President, member of the President’s Council and Assistant Branch Manager before moving to Macquarie Private Wealth in 2005, which was acquired by Richardson GMP in 2013. He moved to Canaccord Genuity Wealth Management in 2018.

Office: Toronto

Photo of Jaime Carrasco.

Jaime Carrasco

As a Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses and institutions both in Canada and Latin America, Jaime has garnered a reputation for questioning and challenging the status quo, and exploring the most innovative investment strategies. As a frequent contributor to the mainstream media, Jaime offers a fresh perspective on the global, financial and geo-political landscape helping investors adapt to hidden opportunities and risks, and best position client portfolios to thrive EARLY from volatility in the global system.

Office: Toronto

Photo of Sebastien Chevrier.

Sebastien Chevrier

Having physicians in the family has helped Sebastien develop a strong understanding of the financial challenges doctors face as well as the lack of truly superior resources and services that exist for them to optimize their wealth. This, together with his Portfolio Manager designation and 14 years of experience as a Financial Advisor, makes him very well suited to help physicians plan for financial success.Sebastien's approach is proactive, with a focus on personalized service and collaborative client relationships.

Office: Toronto

Photo of Shawn Cohn.

Shawn Cohn

Shawn works with clients to achieve their investment and financial goals and objectives. Shawn specializes in constructing and managing investment portfolios, and offering comprehensive financial advice to his clients. Shawn is a Chartered Investment Manager and has achieved the Certificate in Advanced Investment Advice through the Canadian Securities Institute, as well as a Bachelor of Business Administration degree from the Schulich School of Business.

Office: Toronto

Photo of Rob Crocker.

Rob Crocker

Rob has worked in the financial services industry in Toronto for nearly a decade. Prior to joining CGWM, Rob served as an investment advisor at BMO Nesbitt Burns. A graduate of Dalhousie University, he is a Chartered Investment Manager (CIM) and is licensed to trade options and futures. Rob understands that each client is unique and works to tailor solutions that fit each investors’ individual needs. With a keen interest in the alternative investment space, Rob is able to identify investment opportunities that other advisors tend to ignore. An avid golfer, tennis player, and snowboarder, Rob spends most of his time outside of the office in the outdoors.

Office: Toronto

Photo of Darcie Crowe.

Darcie Crowe

Darcie joined Canaccord Genuity Wealth Management in 2010. She previously spent five years with Genuity as a member of the investment banking and equity capital markets teams. Darcie shifted her focus to work with high net worth families, trusts and corporations in reaching their investment management and financial planning objectives. She is also dedicated to increasing financial engagement with women, providing planning and advice surrounding their unique financial needs throughout life’s significant transitions.

Office: Toronto

Photo of Shane Dubin.

Shane Dubin

Shane has over 18 years of experience in the financial services industry. A true believer in total wealth planning, he prides himself on his love of the business and practiced approach in looking after clients and families with complex financial situations.

Office: Toronto

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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