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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 William MacInnes.

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

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 Julia McClintock.

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

Photo of Fred McCutcheon.

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

Photo of Mark O'Reilly.

Mark O'Reilly

Mark is a seasoned wealth advisor with the wisdom and clarity that comes from decades of demonstrated success at helping families navigate the complexities of growing serious wealth. His busy clients appreciate that he is doing everything possible to ensure their wealth is being managed in the most effective way possible. They also like to enjoy a little fun and dry humour along the way. Several are still practicing their professions and most have been with him for many years.

Office: Toronto

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 Michael  Schachter.

Michael Schachter

Michael leverages over two decades of experience in the legal and financial services industries to plan wealth management strategies that help minimize risk and tax impacts. Michael also assists affluent investors in developing their philanthropic legacy. He holds a bachelor of Law degree from the University of Alberta; a Master’s of Business Administration (MBA) degree from Wilfred Laurier University and the Canadian Investment Manager (CIM) designation.

Office: Toronto

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 Jeff Scruton.

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

Photo of Matt Shadbolt.

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

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

Photo of Gary Singh.

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 Investment Advisor.

Office: Toronto

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.