Canaccord Adds Investment Advisory TeamsBy Andrew Rickard | August 29 2014 09:33AM
Canaccord Genuity Group is adding investment advisory teams to its Canadian wealth management division. The teams will operate from Canaccord’s Vancouver branch and manage more than $300 million in client assets.
The team members are:
- Jim Cumming, who has been in the business for more than 30 years, and his partner Taylor Cumming
- Danny Pero, a vice president and investment advisor with more than ten years of financial planning experience.
- Philip Kuzyk, FSCI, CIM, a vice president, investment advisor, and portfolio manager with fifteen years of portfolio management experience.
- Ed Whitehead, Brent Woyat, Robert Brough, Camillo Di Prata and Chuck Vidalin, investment advisors who will provide support
Canaccord says the group will provide clients with portfolio management, wealth, insurance and estate planning services, and will also have access to a suite of proprietary asset management products, Canaccord Genuity Global Portfolio Solutions, which will be launched in the coming months.
"This talented group brings valuable expertise and insight to our existing wealth management business," comments Stuart Raftus, president of Canaccord Genuity Wealth Management in Canada. "With a proven track record of exceptional client service, our newest Investment Advisory teams will work closely with our existing advisory group and leverage the resources of our firm's broader global platform to bring holistic wealth management solutions to their clients."