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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

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Let us find an Investment Advisor best suited to your needs

Photo of Saj Karim.

Saj Karim

After receiving a BBA in Business from Wilfred Laurier University, his my MBA from The Schulich School of Business at York University, Saj established a career in wealth management. From the CFA Institute, he was a CFA Charterholder (2001-2015). For over 23 years Saj has been helping my clients achieve financial independence. He has been with Canaccord Genuity Wealth Management for 14 years.

Office: Waterloo

Photo of John Lysnes.

John Lysnes

John has been helping his clients reach their financial goals since 1997. He takes great pride in establishing long-term, meaningful client relationships. His clients value his work ethic and the time he takes getting to know them beyond their financial needs. John has over 25 years’ experience as an independent business owner and entrepreneur. He studied Business Administration at Thunder Bay’s Lakehead University, and earned a Bachelor of Economics degree from Wilfrid Laurier University in Waterloo.

Office: Waterloo

Photo of Mike Magreehan.

Mike Magreehan

While every client is unique, they often share a common desire – confidence in knowing the decisions they make today will have a positive impact on their lifestyle in the future. Whether their intentions are to grow and protect hard-earned assets, care for their family, community or charitable causes, or pay less tax, clients appreciate Mike’s thorough approach and attention to detail in the solutions he recommends. Mike works closely with business owners, professionals and retirees in crafting a customized financial strategy map to ensuring his clients stay on track to reach their desired outcome. They are busy and successful people who are devoted to their family, their faith, and their future, while Mike’s role is to ensure that their finances are professionally prioritized and meticulously managed.

Office: Waterloo

Photo of Stephen Polonoski.

Stephen Polonoski

Stephen is the senior investment advisor on The Polonoski Team. Stephen initially began his career on Bay Street in Toronto before moving with his family to the Region of Waterloo. Stephen has earned two degrees from Lakehead University and several designations from the Canadian Securities Institute. The Polonoski Team is happy to serve its’ global clientele fluently in English, French, and Spanish. The Polonoski team would like to speak to you regarding customized wealth management solutions to meet your objectives

Office: Waterloo

Photo of Chris Schaefer.

Chris Schaefer

Chris enjoys helping high net worth families and small business owners develop strategies for growing, preserving and transferring their wealth. With over 20 years in the financial industry and an education in business finance, he believes successful wealth management is based on his ability to truly know and understand each of his clients’ needs and their overall financial picture. He is deeply committed to his clients and takes great personal satisfaction from helping them achieve all that is important to them in life.

Office: Waterloo

Photo of Shane Silverberg.

Shane Silverberg

Blending over 17 years of capital markets experience, superior research and relationships, Shane selects the best investment instruments for his clients. Based on clients’ risk tolerance and time horizon, he designs tailored solutions that are customized to their unique set of circumstances. Shane works with clients to create personalized financial plans. He manages client capital on both a discretionary basis as well as an advisory basis. As a discretionary portfolio manager, Shane acts as a true fiduciary for the client. Known for his integrity, expertise, and professionalism, Shane seeks to make a positive contribution in the lives of all those who turn to him for advice. While acting as Manager, Investor Relations for two of Canada’s largest companies, Shane established lasting relationships with some of the top minds on Bay Street and Wall Street. To this day, he continues to foster connections with the industry’s brightest, as he strives to maintain an investment discipline focused on continuous improvement. He holds a PhD from the University of Calgary in Work and Organizations (Sociology), and a Masters from Western University in Demography (Sociology). These programs embedded within Shane a passion for research methodology and statistics.

Office: Waterloo

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.