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Canaccord Genuity Wealth Management
Investment Advisor & Portfolio Manager
May 01, 2019 1 year ago
CFP (Canada) CIM
Founding Member
Bio

I started my career in financial planning with TD Waterhouse in 2007, at the eve of the worst financial crisis in over a generation and quickly learned the importance of ensuring that every invested dollar is tied to stated goals by way of a comprehensive financial plan. 

I felt at the bank that selling proprietary commission-based mutual funds wasn’t the ideal way to implement my clients’ wealth strategies, thus made the move to Canaccord Genuity Wealth Management in 2013. Most of my newer clients are of younger age cohorts and need proper unbiased financial planning more than ever at their stages of life and by offering advice-only financial planning, alongside portfolio management, I'm able to provide service regardless of a client's net worth.

I'm a graduate of the D’Amore-McKim School of Business at Northeastern University and have held the Certified Financial Planner (CFP®) designation since 2009. In 2015 I attained the Chartered Investment Manager (CIM®) designation and since 2016 have been able to provide discretionary investment management as a Portfolio Manager.

Most of my volunteer activities are devoted to heading up a newly formed Rotary Club and promoting literacy and health around the world via Rotary International's activities, including building playgrounds every February in Belize. In my years working at a major bank I observed rampant financial illiteracy among customers of all ages, so I also devotes my time to promoting financial literacy through Junior Achievement, and doing what I can now to promote the initiatives of FPAC.

Personal Information
780-408-1502
Edmonton
Undergraduate
Employer Information
Canaccord Genuity Wealth Management
Canaccord Genuity Corp.
570-10180 101 St NW
Attn: Markus Muhs
Edmonton AB T5J 3S4
Canada
780-408-1502
Practice Information
Investment Advisor & Portfolio Manager
2007
IIROC
1
Fee based (AUM) Fee Only - Flat Fee/Project Based Fee Only - Retainer Based Fee Only - Hourly
Alberta British Columbia Ontario
No
No
Financial Planning Investment Management Portfolio Management Retirement Income Planning