- Accueil
- Conseillers en placement
Conseillers en placement
Trouver un conseiller en placement
Quand vous vous associez avec nous, vous empruntez la voie vers la vie et le legs que vous avez envisagés.
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.
Trouver un conseiller ou une conseillère en placement dans notre réseau d'experts dans tout le Canada
Trouver un conseiller ou une conseillère en placement le plus près
Choisir un établissement:
- Vancouver Conseillers à Vancouver
- Kelowna Conseillers à Kelowna
Andrew Prescott
Andrew specializes in growth-oriented wealth management and financial planning solutions. His commitment to his clients’ well-being through sound investment advice and regular communication has helped him build strong, long-term relationships with each of the families he works with. He carefully creates and manages personally tailored investment portfolios to meet his clients’ goals. Andrew has a bachelor’s in business administration and has worked in the financial services industry since 2008. He is an IIROC and FINRA registered advisor licensed to work with Canadian, U.S. and International residents. Born and raised in Vancouver, Andrew enjoys cycling, golfing and participating in a variety of charitable causes.
Bureau: Vancouver
Rob Reynolds
Rob joined the firm in 2008 seeking an opportunity to work with an organization that aligned with his entrepreneurial spirit and independent thinking. One of the first things you will notice about Rob is his friendly demeanor and genuine desire to understand his client’s needs. With a focus on delivering a comprehensive approach to managing wealth. One that begins with listening to his client’s needs and ensuring that every strategy is grounded in the understanding of his client’s goals.
Bureau: Vancouver
Arno Richter
Arno brings over 19 years of financial services experience to his team. He began his career working on research desks and transitioned to an Investment Advisor role in 2013. Arno's focus is on providing customized investment solutions for individuals, families and business owners looking to secure their financial legacy. Arno is committed to a deep understanding of his clients' needs.
Bureau: Kelowna
Marc Rinfret
A graduate of the University of Alberta, Marc’s primary focus is the management of client portfolios within the LePoidevin Group. Marc is a fully licensed Portfolio Manager (with options) and holds both the CIM designation (Chartered Investment Manager) and DMS designation (Derivatives Market Specialist) through the Canadian Securities Institute.
Bureau: Vancouver
Kent Robertson
Kent has been in financial services for over 30 years. He began his career at Canaccord Genuity in 1989. Prior to joining Canaccord Genuity, Kent was a financial planner and worked on the stock exchange floor and trading desk. Kent is dedicated to his clients’ success, he spends the time to listen and build plans and strategies to meet their financial goals.
Bureau: Vancouver
Kathy Sager
Kathy works with high-net-worth individuals, families and institutions, helping them advance their wealth management goals. With over three decades of experience, she prides herself on her many long-term client relationships, many of which span over 30 years. Drawing on her experience and commitment to giving back to the community, Kathy is an advocate for financial education for women, women in wealth and is an active supporter of the Arts in West Vancouver. She enjoys spending time with her family, boating, traveling, and visiting her daughter, an opera singer, in New York City.
Bureau: Vancouver
Graham Stanley
Graham brings more than 20 years of experience – and a refreshingly engaging style – to the task. With a deep knowledge of financial markets and a wide network of contacts, Graham has an exceptional ability to identify and create opportunities for clients.
Bureau: Vancouver
Thane Stenner, CIM®, FCSI®
Thane Stenner is based in Vancouver, British Columbia, Canada, and 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: Vancouver
Erica Stephenson
With over two decades of experience in the financial industry as an Investment Advisor and Associate Portfolio Manager, Erica has the knowledge and skills to help people reach their financial potential. She specializes in strategic wealth planning and portfolio management, and works closely with clients to create opportunities that fit their unique goals. Her passion stems from working with successful families who want to mitigate risk and feel comfortable investing; professionals who entrust an advisor so they can focus on their work; and entrepreneurs who welcome a result-driven team, committed to helping them reach the next level.
Bureau: Vancouver
Vincent Stewart
Vince uses a disciplined value and growth approach, with an emphasis on superior companies with solid, long-term fundamentals and proven track records. His patient investment approach and philosophy is a highly effective strategy in building and preserving wealth.
Bureau: Vancouver
Jamie Switzer
Jamie has been managing investment portfolios for over 20 years and takes great pride in working with a first class group of clients. Jamie joined Canaccord Genuity Wealth Management in 2018 after 13 years with Raymond James. Jamie flourishes in a firm that supports an entrepreneurial spirit and is proud of the team he has built and the exceptional level of service and client care they strive to provide to each family they work with. The team is focused on providing clients with advantages necessary to secure their finances and ensure that they achieve long-term personal economic growth through comprehensive planning and tax strategies. Jamie’s knowledge of the markets and practical approach to investing has helped clients effectively maneuver through some of the most severe economic downturns in history. Since the summer of 2016, Jamie has been a regular guest on the CKNW radio network. In 2011, Jamie was honoured to be appointed to the Raymond James Canada Foundation advisory committee and continues to be gratified by the impact the foundation has had on Canadian communities. Jamie also helps raise millions of dollars with the Lions Gate Hospital Foundation golf committee as part of the board of directors and as the chair of the committee.
Bureau: Vancouver
Brent Todd
Brent started his career in Vancouver where he spent 10 years cutting his teeth on junior mining ventures. Since the early 2000s, Brent has been employing a value/bottom-up strategy to deliver exceptional returns for clients whose objective is wealth creation. He has a unique ability to recognize the start of success as well as the patience to wait for rewards to be realized.
Bureau: Vancouver