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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
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Alex Kealey
Alex plays a central role in financial planning, portfolio management, business development, and succession strategies at The Sutherland Investment Group. Prior to joining the team in 2023, he worked in investment research and institutional sales at a boutique fund and held corporate finance roles with a senior gold mining company. Alex studied finance at Toronto Metropolitan University and brings a well-rounded perspective to complex client needs. A former hockey player and avid golfer, he also serves on the committee for the Wilbert Keon Memorial Golf Tournament in support of the University of Ottawa Heart Institute Foundation.
Office: Ottawa
Jake Lindblad
Jake brings a thoughtful, solutions-oriented approach to SIG’s portfolio management, financial planning, client communication, and business development efforts. He also plays a key role in succession, estate planning, and M&A initiatives, and is licensed to provide insurance solutions. He holds a Bachelor of Commerce with a specialization in finance from Carleton University. Outside the office, he enjoys golf and spending time with family and friends.
Office: Ottawa
Brian Lonsdale
Brian brings over 26 years of investment experience and a deep commitment to helping clients achieve their financial goals. He specializes in financial planning and discretionary portfolio management, combining his knowledge in capital markets with a focus on personalized investment and estate planning strategies. Brian holds the CFP, CIM® and FCSI designations. He is also insurance and options licensed.
Office: Ottawa
Julia McClintock
Julia plays a key role in driving client relationships, financial planning, and portfolio management at Sutherland Investment Group. She brings nearly a decade of industry experience, beginning her career at Connor, Clark & Lunn Private Capital Ltd. in Vancouver before joining the team in Ottawa. Julia holds a B.A. (Honours) in Applied Economics from Queen’s University and the Chartered Investment Manager (CIM®) designation. Outside of work, Julia is passionate about staying active through running, cycling, and golf. She also volunteers with Dress for Success Ottawa.
Office: Ottawa
The information on this web site is intended for use by persons resident in jurisdictions in which the advisor is licensed. 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.