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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 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 Steve Polonoski.

Steve Polonoski

Although Stephen has called Kitchener-Waterloo home since 2002, he was born and raised in Toronto where he started his career on Bay Street. Stephen has worked as an Investment Advisor for nearly two decades, with a commitment to providing unbiased investment advice through working for independent firms.

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 Wendy Strub.

Wendy Strub

A respected presence in Kitchener- Waterloo’s investment community for over 30 years, Wendy has helped many families and businesses benefit from her broad knowledge of the investment industry. She holds a full range of professional securities licenses and is an avid follower of long term trends, demographics, and the effects of the Baby Boomer bulge. Her areas of specialization include Early Retirement & Severance situations, Commuted Pensions, Strategic Tax & Estate Planning, Inheritances, North American Equities, Fixed Income, and Mutual Funds. She is ardent about managing relationships and regularly gives the gift of time (our most valuable asset) to those important to her.

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 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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