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- Duncan Wade
Duncan Wade
As an Investment Advisor and Portfolio Manager, Duncan specializes in portfolio analysis & design, and wealth management. His investment system is executed with the ultimate goal of protecting and enhancing retirement assets. Building and sustaining long-lasting client relationships is what he values most about his career. Duncan and his team take pride in being able to give clients peace of mind in knowing that they’re meeting their financial and retirement goals.
ContactI support these types of investment needs:
- Wealth Creation
- Comprehensive Financial Planning
- Discretionary Investment Management
- Managed Portfolio Solutions
https://duncanwade.com
dwade@cgf.com
780.408.5002
877.313.3035 (Toll Free Canada)
Fax: 780.408.1511
https://www.linkedin.com/in/duncan-wade-cim-pfp-173b024/
CIM®, PFP®
- Edmonton
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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.