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Paul Marion, CHS, CLU

Photo of Paul Marion, CHS, CLU

Managing Director, Canaccord Genuity Wealth Management - Canada, Canaccord Genuity Wealth & Estate Planning Services Ltd.

Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord Genuity, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies. Paul has over 16 years of experience in the wealth management industry and holds certification as a Certified Health Specialist and Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer.

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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