Find an Advisor
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.
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.
Steve brings over 28 years of experience in the investment industry to his clients, successfully advising individuals, entrepreneurs and families on all aspects of their financial, estate and tax needs. He graduated from York University in 1986 with an Honours degree in Economics and has been with Canaccord Genuity Wealth Management since 1996.
Morgan has a very well-rounded financial background in equities, fixed income and alternatives. His previous positions as a High Yield Bond Analyst at IA Clarington and as a Research Analyst for a global hedge fund help him to create modern portfolios that deviate from the traditional 60/40 mix. He believes in the value of asset allocation and diversification to provide returns, and always looks to be protected on the downside. Morgan holds a Bachelor of Commerce from Dalhousie University where he was on the Dean’s list and is a CFA Charterholder. He is also fully options licensed.
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.
Doing what's best means being able to tell you what you need to know. Trevor believes that trust, candor, responsiveness and good judgment are the hallmarks of long-term relationships. Relationships are about more than your money- they are about Knowing You. With 25 years of experience, he has developed a comprehensive knowledge of investing and provide a holistic approach to wealth management. Working with a team of multi-disciplinary professionals, Trevor delivers advice, recommendations and strategies to address specific financial, tax & estate, insurance, philanthropic and business succession needs.
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.