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Nos conseillers et conseillères experts en placement vous guideront dans l’atteinte de vos objectifs au moyen d’un plan financier tout à fait personnalisé. Cette approche sur mesure, soutenue par la connaissance approfondie du commerce planétaire et les occasions du marché, est l’une des distinctions convaincantes qui inspire confiance et quiétude lorsque vous collaborez avec un conseiller ou une conseillère en placement de Canaccord Genuity Gestion de patrimoine.
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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.
Bureau: Toronto
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.
Bureau: Toronto
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.
Bureau: 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.
Bureau: 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 Investment Advisor.
Bureau: Toronto
Robert J. Smith
As Senior Portfolio Manager, Wealth Advisor and founder of The Smith Group, Robert Smith takes a leadership role in developing innovative wealth management strategies tailored to each client’s unique needs.
Bureau: 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.
Bureau: Toronto
Steve Stavridis
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.
Bureau: Toronto
Clarke Steele
Trust, Confidentiality and Integrity. These distinctions, together with more than 40 years of experience in the financial services industry, form the cornerstone of Clarke Steele’s success and long term relationships with clients. Clients who have complex needs, such as high-profile athletes and members of the entertainment industry, feel confident because Clarke takes a disciplined and conservative approach to investing.
Bureau: Toronto
Morgan Steele
Morgan enjoys creating modern portfolios that deviate from the traditional 60/40 mix. Morgan holds a Bachelor of Commerce (Finance) from Dalhousie University, and is a CFA Charterholder. He boasts a very well-rounded financial background, with previous roles as both a High Yield Bond Analyst and Equity Research Analyst. To hone his understanding of distressed debt, Morgan spent a stint in New York City with a hedge fund. Morgan is fully options licensed, in order to assist our clients in managing risk and exposure within their portfolios through derivatives trading. As a former competitive golfer, Morgan can often be found on the green. He is an avid reader who enjoys staying active (working out, running or playing beach volleyball.) He is a proud supporter of the Canadian Cancer Society and the work that they do.
Bureau: Toronto
Thane Stenner, CIM®, FCSI®
Thane Stenner is a Senior Portfolio Manager and Senior Wealth Advisor of Stenner Wealth Partners+ at CG Wealth Management Canada and CG Wealth Management USA. He has spent more than 25 years understanding and managing the unique financial complexities facing wealthy investors, family offices, and institutional fiduciaries in North America. He is cross border licensed with FINRA in the USA and with CIRO in Canada.
Bureau: Toronto
Darrell Thompson
Darrell is a Senior Investment Advisor with 29 years of experience for his Canadian and non-US resident clients with Canaccord Genuity Corp, as well as being a FINRA-licensed Registered Representative via Canaccord Genuity Wealth Management (USA) Inc, so as to deal with US resident clients as well. These dual registrations allow him to be able to manage money for clients who retain significant assets in each jurisdiction as well as stewarding complex cross border transactions, whereby registration (and experience) on both sides of the border is required.
Bureau: Toronto