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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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Richard Kortje
For more than 30 years, I have been sharing my investment knowledge and financial planning expertise with individuals, families and small business owners. I have guided clients through many market cycles, always emphasizing wealth protection, capital preservation and long term growth. Richard sees client relationships as partnerships that start with an understanding of your values, goals and attitudes towards risk and return. He specializes in establishing a clear process and plan that lead you towards your wealth accumulation objectives, with regular checkpoints to review progress and answer questions. His proactive, forward-looking perspective helps to identify opportunities, anticipate challenges and avoid surprises
Bureau: Vancouver
Philip Kuzyk
Philip Kuzyk is a Senior Portfolio Manager at CG Wealth Management Canada, with his office based in Vancouver, British Columbia, Canada. Philip has spent over 23 years helping both domestic and international clients become successful stewards of their wealth. Philip joined CG Wealth Management in 2014 and developed his current client base which includes individuals, family offices, corporations and institutions. Previous to his time at CG , Philip was a partner and regional leader at one of North America’s largest independent brokerage firms. From there he opened and grew one of Canada’s largest independent branches for Raymond James Financial. Philip’s credentials include a Fellow of the Canadian Securities Institute (FCSI®), the highest Canadian Securities Institute designation, and he is a Chartered Investment Manager (CIM®), which is the recognized standard for portfolio management.
Bureau: Vancouver
Rick Langer
Bolivian born, Rick has been in the investment industry for over 31 years. He entered the business in October 1985 at Brink, Hudson and Lefever, where he rose to the position of vice president and director. In 1998, he joined Canaccord Genuity Wealth Management through the Brink, Hudson acquisition. A mining finance specialist, Rick has a large and loyal clientele that he has developed and served very well over the course of his career. He is trilingual, speaking fluent Spanish, German and English.
Bureau: Vancouver
Michael LeBlanc
Michael is managing director of Wealth Management Canada with over 20 years’ experience in financial services. He oversees Managed Solutions, recruitment, and growth initiatives at Canaccord Genuity Wealth Management Canada. Michael’s wealth management process allows him to actively engage with clients to identify advanced planning gaps and opportunities for enhancement. Before joining the financial industry, he was an entrepreneur, launching two successful businesses. Michael experienced the need for comprehensive financial advice that delegates the details and clearly explains choices while shining a spotlight on the bottom line.
Bureau: Vancouver
Patrick Lecky
Pat began his career in the financial industry close to 30 years ago and has been with Canaccord Genuity for 17 years in management and advisory roles. He has been dedicated to the growth of the firm as Vancouver’s Branch Manager from 2002 – 2014 and now as one of our top 20 Investment Advisors. Pat is focused on providing his clients with the best in class service to grow and protect their wealth for generations to come.
Bureau: Vancouver
Darren Lee
Darren has over 30 years of experience in comprehensive wealth management that spans several economic cycles. His expertise in asset allocation is traced back almost three decades to his days as a floor trader in the Vancouver Stock Exchange, where he developed the skills to make timely and advantageous decisions in identifying investment opportunities best suited for each of his clients. Along with a diploma in business administration from Capilano University, Darren holds the Chartered Investment Manager designation. He is also a licensed Registered Representative and can serve clients in the U.S.
Bureau: Vancouver
Harold Leishman
A graduate of Mount Allison University in Sackville, New Brunswick, Harold joined Canaccord Genuity Wealth Management in 1995, following in the footsteps of his father, David, a former senior investment advisor with the firm. As a venture capitalist active in the resource markets, he runs a hybrid book of business with the ability to underwrite smaller issues.
Bureau: Vancouver
Bruce Leong
Bruce has been in the financial industry for over 25 years. Prior to joing CGWM, he worked as an Investment Advisor with another IIROC investment firm and as a banker with a major Canadian chartered bank. Bruce's focus is on providing investment solutions for high net worth individuals, familes, and business owners. He also helps entrepreneurs with their funding requirements. Bruce is committed to finding the best alternatives for his clients' needs and takes pride in the long term relationships he has had with his clients.
Bureau: Vancouver
David LePoidevin
With over 35 years of experience in the industry, David LePoidevin is a top-ranked investment advisor, managing a portfolio of more than $2 billion in assets.
Bureau: Vancouver
Kamal Lidder
Kamal is committed to building a solid, lasting relationship with his clients. Keeping clients informed is a priority, which means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring portfolios on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. He regularly reviews goals, strategy and portfolio performance with his clients. Prior to coming to Canada, Kamal graduated from Law School in the United Kingdom with an LL.B. (Honours).
Bureau: Vancouver
Stefan Linden
Stefan focuses on developing new relationships and managing existing private wealth clients alongside Andrew and James. His insight into the markets and sharp analytic skills ensure clients receive the most up-to-date recommendations. Stefan brings a fresh perspective to building and rebalancing custom investment portfolios for our clients.
Bureau: Vancouver
Dwight Mann
Dwight’s 25 years of experience, remarkable work ethic and passion for his craft have propelled him to the top of his profession. He has been recognized by his peers, management, and clients for delivering exceptional investment returns while effectively managing risk. Dwight personally oversees the implementation of the established investment plan for each client’s account.
Bureau: Vancouver