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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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- Kelowna View Kelowna advisors
Tom Porteous
Tom has worked as a financial advisor since 1988. He is passionate about providing exceptional client service and is very active in the philanthropic community. Tom is a long-time partner of Social Venture Partners Vancouver and he is currently the Chairman of the Boston Pizza Foundation Invitational Golf Tournament. Tom lives in Tsawwassen with his wife and three children, and on the weekends he can be found watching or coaching his kids at various soccer fields, lacrosse boxes, ball diamonds, and hockey rinks throughout the Lower Mainland.
Office: Vancouver
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.
Office: 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.
Office: 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.
Office: 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.
Office: 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.
Office: Vancouver
Eric Southam
Eric has worked in the financial services industry since 1995. He focuses on the financial and investment needs of successful individuals, trusts and foundations. Eric stresses a long-term approach to investment planning utilizing a proven asset allocation strategy and stock picking process. He holds the Certified Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). Eric is a graduate of Concordia University.
Office: 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.
Office: Vancouver
Thane Stenner, CIM®, FCSI®
Thane Stenner 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.
Office: 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.
Office: 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.
Office: 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.
Office: Vancouver
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.