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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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Alex Senkiw
As the co-founder of Summit Wealth Partners, Alex brings almost two decades of experience as a Financial Planner. As a Certified Financial Planner (CFP), he is equipped to create comprehensive financial plans that encompass retirement, tax, investments, and estate planning, all customized to help each client reach their objectives. Additionally, Alex holds the Chartered Investment Manager (CIM®) and Family Enterprise Advisor (FEA) designations.
Office: Calgary
Rahim Somani
Rahim is a graduate from the University of Ottawa with an Honours Bachelor Commerce Degree in Finance & International Business, In addition to his formal education Rahim brings a vast array of business experience including an executive position with a private pharmaceutical company. Rahim has spent time as a Premier Banker with one of the world’s leading financial institutions, leading to a role as an Investment Advisor with a top Canadian firm. He specializes in all wealth management functions including portfolio design, retirement and educational planning, providing clients with a wide spectrum of investment products and services.
Office: Calgary
Scott Starratt
Scott Starratt is a Certified Financial Planner, Chartered Investment Manager, Fellow of the Canadian Securities Institute and Accredited Investment Fiduciary. He graduated with a Bachelor of Commerce from the University of Alberta in 1993 majoring in Finance, Game Theory and Chemistry and draws on more than 20 years of experience in the financial services industry.
Office: Calgary
Wain Stushnoff
Wain Stushnoff has over 20 years of investment industry experience, beginning at a bank-owned brokerage before moving to Canaccord Genuity Wealth Management in 1998. Today, he is an Associate Portfolio Manager and Branch Manager of the Calgary office. Wain’s private and institutional clients benefit from his leadership, counsel and expertise, enjoying boutique-style service with access to an extended network of professionals and the global insights of Canaccord Genuity.
Office: Calgary
Mehul Sudra
Mehul works with families and companies to provide customized financial solutions. He has experience internationally in finance (with KPMG’s mergers and acquisitions advisory practice in the United Kingdom, with Deloitte’s management consulting practice in Canada, and prior to joining Canaccord, he worked with the brokerage / private wealth division of a large Canadian bank. Mehul holds a LL.B. with Honours from University College London (University of London) in the United Kingdom, and a B.Comm. with Honours (with Distinction, Summa Cum Laude) from McMaster University in Canada. Mehul is a Partner and Senior Investment Advisor with MLD Wealth. His experience and understanding of markets and investment strategies play a pivotal role in providing strategic advice and investment solutions for clients. Mehul works in lockstep with the executive team at MLD Wealth to oversee and manage the business and processes.
Office: Calgary
David Townshend
David has over 30 years of industry experience helping private clients, businesses and institutions achieve their financial goals and objectives. David’s knowledge on changing economic and investment environments are integral in guiding his clients’ portfolios in the past eight years at Canaccord Genuity Wealth Management, Dave has successfully expanded his service offerings in the areas of retirement planning and wealth management.
Office: Calgary
Stanley Wei
As a founding partner of Gregory Wei Mutch Wealth Counsel, Stanley brings almost 20 years of investment management, financial, tax, and estate planning experience to affluent professionals and their families. Stanley helps our clients achieve their life aspirations by guiding them through a process-driven, total wealth management approach. Working in collaboration with his clients’ other professional advisors and CGWM's in-house Tax & Estate Planning Team, Stanley is well-equipped to provide strategic solutions to our clients’ most sophisticated financial needs.
Office: Calgary
Ernest Wyder
With 18 years of financial experience, Ernest understands the importance of strong client relationships and educating clients on a well-rounded approach to their wealth. With grassroots in insurance planning, his primary focus is to provide a holistic approach to your Financial Plan. Ernest will work closely with you as he builds an understanding of your unique perspective and wealth management goals. Ernest is a Certified Financial Planner, shepherding his focus to develop a plan that’s customized to fit the objectives you want to achieve now and in the future. Drawing on Ernest’s entrepreneurial spirit, his approach is best suited to professionals, entrepreneurs and retirees.
Office: Calgary
Peter Zloty
Integral to his services are advanced planning strategies customized to meet the most complex needs. Following a proven and well-defined process, he leads a team of specialists in tax accounting, tax law, estate, succession and philanthropy planning, and financial planning. Together, they establish the right structures to protect, build and transfer client 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.