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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
Find an Investment Advisor best suited to your location
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- Waterloo View Waterloo advisors
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
William MacInnes
Originally from Cape Breton, Nova Scotia, Will began working with Canaccord Genuity Wealth Management in Toronto in 2012. Will creates bespoke solutions for high net worth individuals and families focusing on wealth management and wealth preservation strategies.
Office: Toronto
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
Fred McCutcheon
Fred has 20 years of experience in the full-service investment industry, providing investment advice and wealth management services to a wide range of corporate, charitable and individual clients. Prior to joining the investment industry, Fred spent almost 5 years practicing corporate/commercial and securities law at a major Canadian firm.
Office: Toronto
Glen Milne
Glen is a graduate of the University of Western Ontario and has been in the financial business for over 45 years, 25 of those at Canaccord Genuity Wealth management. Glen’s career includes stints as a retail salesman, portfolio manager, CEO of several mining companies, institutional salesman and financier to the mining and oil and gas industry. Glen combines his vast experience and financial knowledge into guiding his clients along their path to financial success.
Office: Toronto
Tyler Milne
An Investment Advisor at Canaccord Genuity Wealth Management since 2008, Tyler is skilled at qualifying each clients’ risk tolerance and directing them towards an appropriately diversified mix of third-party portfolio managers. With Canadian and U.S. securities licenses, demonstrated success in complex options trading, and access to Canaccord Genuity Wealth Management’s insurance and estate planning experts, he can help clients address every aspect of wealth management. Tyler’s previous experience in the sports industry, including working in the front office for the Toronto Argonauts, prepared him to build and maintain successful working relationships. He has an Honours BA from Wilfrid Laurier University.
Office: Toronto
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
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
Jeff Scruton
Jeff draws on over 13 years of Wealth Management experience, helping business owners, professionals and families to fully coordinate their financial lives. Jeff puts a unique process in place that brings all of the pieces together to simplify your life and truly maximize the potential of your wealth.
Office: Toronto
Matt Shadbolt
Matt has been working in the financial services industry for close to a decade. Prior to joining Kirby Private Wealth, Matt served as a management consultant in the investment industry, specializing in revenue optimization and analytics. His responsibilities include portfolio strategy, investment research, due diligence and trading. Matt holds an Honours degree in Commerce and the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.
Office: Toronto
Gary Singh
Gary Singh began his career 40 years ago as a Security’s Analyst at Merit Investment Corporation. A year later, he became a broker, eventually rising to become Senior Partner and Senior Director of the firm. In addition to his professional and fiduciary responsibilities as a Director, Gary specialized in corporate finance and investment banking with a special focus on micro-cap and small-cap companies. Gary has been with Canaccord Genuity Wealth Management since 1996 when Merit was acquired by Canaccord. He is a Senior Vice President and Senior Investment Advisor.
Office: Toronto
Frank Soave
Frank Soave has been running a wealth management practice since 1986. Frank and his team take the time to understand all your financial needs. By building a trusted relationship you can count on, he provides wealth advice and solutions to help you achieve objectives that are specific to you and your family, lifestyle, career and future goals. With a solid understanding of your financial priorities, Frank will recommend a wide range of investment strategies through objective advice.
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.