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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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Sean Gercsak
Sean and his Team offer personal service, trust and commitment for the unique financial needs of an international client base. Sean’s extensive experience and well-regarded research prowess have enabled him to identify a wide variety of investments, many of them with exceptional return profiles. His clients include successful professionals, corporations, and high net worth families seeking to grow and preserve their wealth through actionable and often exclusive investment opportunities and solutions.
Bureau: Vancouver
Greg Goernert
Greg has over 22 years of experience in management and advisory roles within the investment industry. He has developed a defined process for managing every element of a client’s financial life. This disciplined approach ensures that all opportunities are maximized and all risks are minimized. With a thorough understanding of every client’s unique situation, he recommends sophisticated, coordinated strategies that meet financial and lifestyle objectives, and his demonstrated successes lead to long-term, often lifetime client relationships.
Bureau: Vancouver
Fletcher Hemmons
A graduate of St. Francis Xavier University, Fletcher holds a Bachelors of Business Administration in Finance and Economics. Having joined the LePoidevin Group in February 2012, Fletcher is fully licensed as a Portfolio Manager. Fletcher’s role includes the development of new business, and managing client accounts. Fletcher currently holds the CIM designation from the Canadian Securities Institute.
Bureau: Vancouver
Dennis Hoesgen
With over 12 years of experience in the industry, Dennis’ extensive knowledge about stock trading and analysis has enabled him to adjust portfolios to seek the highest return while staying within the clients’ risk appetite. Dennis believes that his clients should have maximum transparency into how their funds are being invested. With access to Canaccord Genuity Wealth Management's full range of products, Dennis is able to provide complete advice based on his clients’ individual and family needs.
Bureau: Vancouver
Eric Hoesgen
With over 12 years in the industry, Eric has a proven analysis method for identifying high quality financing opportunities in the small to mid-cap sectors including mining, energy and technology. In today’s challenging market, Eric believes that capital preservation and income enhancement are the most important aspects of any portfolio. He also believes that active management of portfolios is vital in a volatile market. Eric effectively manages every account in order to meet each client’s unique investment needs.
Bureau: Vancouver
Becky Howarth
Becky Howarth is an experienced Wealth Advisor in the financial industry, having previously worked with multiple UHNW teams at Macquarie Private Wealth and Richardson Wealth in Calgary before moving to Vancouver in 2015 to join StennerZohny Investment Partners+, a private Multi-Family Office within Richardson Wealth.
Bureau: Vancouver
Gary Huebner
Gary Huebner, Senior Investment Advisor and Senior Portfolio Manager, has been in the investment industry for over 35 years. Following his under-graduate degree, Gary earned his MBA from the University of British Columbia. Gary's strong educational background, and years of financial experience, enables him to provide his diverse cliental with an exemplary knowledge of wealth management.
Bureau: Vancouver
Jordan James
Jordan joined Canaccord Genuity Wealth Management in 2018. Prior to the move, he previously spent 9 years with a Canadian bank. Jordan is a Portfolio Manager on the Mann Team and holds his CIM designation (Chartered Investment Manager) through the Canadian Securities Institute.
Bureau: Vancouver
Christian Jarvis
Christian has over 25 years of experience delivering comprehensive financial advice to successful families with sophisticated wealth planning needs. A Registered Investment Advisor since 1996, Christian maintains a commitment to ongoing professional development. His certifications include Accredited Investment Fiduciary Professional and Advanced Investment Strategies. His specialization is in custom-tailoring comprehensive wealth management plans to clients’ individual needs and goals. With an understanding that his clients’ primary focus is on their wealth preservation, Christian builds individual wealth strategies that leverage the firm’s access to world-class portfolio managers who also manage the pension plans of Fortune 500 companies.
Bureau: Vancouver
Simon Jochlin
Simon Jochlin is a Senior Wealth Advisor at Stenner Wealth Partners+ at CG Wealth Management. He is licensed as a Broker and Investment Advisor in the United States. He is principally involved in quantitative and statistical portfolio modeling, analytics, reporting and asset allocation.
Bureau: Vancouver
Andrew Johns
Andrew Johns is the lead Investment Advisor for the Cash Management Group at Canaccord Genuity and is a member of the firm’s Chairman's Council. With over 20 years of experience in the financial services industry, Andrew leads one of the top teams with 16 associates and manages of over $2.5 billion of assets. The Cash Management Group joined Canaccord Genuity in February 2018 and specialize in managing excess cash and short-term investments for municipalities, universities, public organizations and corporations across Canada. The Cash Management Group also offers private wealth advisory services for high-net worth individuals and a highly competitive foreign exchange program. Andrew and his associates are proud to offer superior service, advice, and performance.
Bureau: Vancouver
Martin Karcz
Martin has over 25 years of financial and business experience and specializes in portfolio creation and planning strategies for affluent individuals, corporations and associations, including solutions for estate planning, tax planning and business succession planning.
Bureau: Vancouver