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When you partner with us, you’re taking a step towards achieving the life and legacy that you envision.
With financial insight and expertise in every area of wealth creation and wealth preservation, our Investment Advisors will build a financial plan specifically customized for you. This bespoke approach, backed by industry-leading global resources, are compelling distinctions of our firm. We are driven by your success.
Find an Investment Advisor from our network of specialists across Canada.
Find an Investment Advisor from our network of experts across Canada
Find an Investment Advisor best suited to your location
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Jeffrey Hunter
Jeff joined Canaccord Genuity Wealth Management from Haywood Securities in 2011, where he worked alongside a Senior Portfolio Manager that specialized in growth investments. Jeff holds the Chartered Investment Manager (CIM) and the Personal Financial Planner (PFP) designations and is licensed to trade options. Jeff takes great care to understand each client’s financial needs and goals, focusing on delivering comprehensive wealth management services to his clients. With the knowledge that these needs and goals evolve over time, he ensures that wealth plans are nimble and adapt to changing market conditions and personal circumstances.
Office: Calgary
Penni Johnston-Gill
Penni has earned strong loyalty from her clients based on a track record of expert investment planning, risk management and wealth and tax planning advice. Before joining Canaccord Genuity in 2006, she established and led the Institutional Sales Desk and then worked as an Associate Investment Advisor. Her career began at one of Calgary's elite energy investment firms. With a demanding career and two young children, she understands the balancing act many successful professional women - and men - work hard to get right. She also knows how important it is for families to achieve and maintain financial security. Penni has 22 years experience of financial services industry, is licensed to sell investments and options. She holds the Personal Financial Planner (PFP) designation and is working towards the Certified International Wealth Manager (CIWM) designation.
Office: Calgary
Gunther Kruger
Gunther brings over 40 years of financial services experience to his team and their clients. Gunther spent 20 years in the Banking Industry in a variety of positions and transitioned to his Investment Advisor role in 1998. Gunther's focus is on Holistic Wealth Managment solutions, and in that regard is deeply comitted to a thorough understanding of his client's needs.
Office: Calgary
Doris Kutrowski
Doris has been helping he clients realize their financial goals for over 20 years. She has successfully completed a number of Canadian Securities Institute programs including Professional Financial Planning, Certified Senior Advisor and Life Insurance License, levels 1 and 2 along with Accident and Sickness. A cornerstone of Doris’ business is her commitment to personal service. Doris believes in getting to know her clients and understanding their short and long term needs. She develops a financial plan that focuses on her clients and their families financial needs while meeting their life goals.
Office: Calgary
Vanessa Laine
Vanessa Laine was born in Calgary and grew up in Sundre, Alberta. She has been in the investment industry since 1997 after graduating from the University of Calgary with a BComm degree (major in Finance). She holds the Chartered Investment Manager (CIM) and Certified International Wealth Manager (CIWM) designations, is a Fellow of the Canadian Securities Institute (FCSI) and a CERTIFIED FINANCIAL PLANNER® / CFP®. She is also qualified to deal with options and discuss insurance solutions with her clients.
Office: Calgary
Chad Larson
Chad Larson is Partner and Senior Portfolio Manager with MLD Wealth. With a formal educational background in Economics, Chad's investment philosophy is deeply rooted in a macroscopic view of the global landscape, meticulously analyzing economies and industries to uncover unique growth opportunities. As the driving force behind one of Canada's premier multi-family offices, Chad leverages his extensive network and unrivaled access to some of the world's largest and hard to access investment managers and alternative investment partners. This enables him to craft innovative investment strategies tailored to the needs of high-net-worth clients, drawing upon the skills of top-tier professionals across the globe. He collaborates closely with this diverse network, including traders, analysts, and portfolio managers, to harness their collective insights and identify investment prospects. Chad's unparalleled dedication to wealth preservation, income generation, and sustained growth has solidified his esteemed reputation throughout his illustrious career. His visionary approach to wealth management has consistently delivered, positioning him as a trusted advisor and thought leader in the industry. Under Chad's stewardship, MLD Wealth has achieved remarkable success, garnering acclaim as one of the leading multi-family offices in Canada.
Office: Calgary
Magnus Larsson
As a Senior Investment Advisor, Magnus Larsson is passionately committed to helping clients achieve their financial goals and objectives. His 30 years of experience and deep understanding of the intricacies of the stock market allow him to advise clients on the most effective financial solutions for them. Magnus is often recognized for his honest, accurate and focused approach to client communication.
Office: Calgary
Justin Lee
Justin spent over twelve years working in the energy industry as a professional engineer in a variety of technical and financial roles. This experience has deeply influenced how he advises his clients, encouraging mindful diversification away from any single industry or geography. He has intimate understanding of the modern challenges and opportunities facing young professionals and the significant life events that occur along the way. He is dedicated to balancing his clients’ current needs with their aspirations for the future.
Office: Calgary
Colin Marks
Colin provides clients with financial planning advice informed by his experience as a practicing lawyer in South Africa and a successful business entrepreneur in Canada. He holds B.Comm and B.Law degrees from University of Natal, in Durban, South Africa. Before joining Canaccord in 2006, Colin was an Investment Advisor with RBC Dominion Securities. Prior to that, he owned, operated, managed and then sold a number of different businesses, including a sign company that was the major contractor for the Calgary 1988 Olympic Games.
Office: Calgary
Curtis Mayert
Curtis has been in the financial industry since 1987. After building a thriving institutional sales team, Curtis has leveraged his success and experience to help identify opportunities and undervalued investments for high net worth clients. His connections and understanding of the industry and Global Markets have contributed to clients’ success. Curtis is well known and respected in the investment community. Curtis’ focus is on individual stocks, special situations, income & dividend strategies, and other tax-advantaged investments. He also has experience trading futures and options on futures.
Office: Calgary
Grant Mutch
Grant started his career in the investment business over 25 years ago and takes a consultative approach that explores all aspects of how having wealth influences the choices his clients need to make now and for the future to support the legacy their family has worked so hard to build. Grant earned his Bachelor of Commerce in Finance from the University of Manitoba. Throughout his dynamic career, Grant developed a lifelong love of world travel. He is always passionate about telling his travel stories and he also enjoys hearing about the interesting places others have visited.
Office: Calgary
Michael Pickard
Mike is the co-founder of Summit Wealth Partners and his journey into the advisory field has been anything but conventional. After spending much of his twenties working as a builder and contractor, Mike returned to the University of Alberta to complete his finance studies and began his career as an Associate Advisor at BMO Nesbitt Burns. He later developed a successful advisory practice at IG Wealth Management, where he met Alex Senkiw and chose to formalize their partnership and transitioned their practice to Richardson Wealth.
Office: Calgary
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 Canadian Investment Regulatory Organization. Independent Wealth Management advisors are registered with CIRO through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.