We are driven by your success.

Leveraging the resources of Canaccord Genuity Wealth Management, our team provides personalized wealth management to help you simplify your life and pursue what’s important to you.We focus on building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and the future. We love what we do and do it well. Working with a team of specialists, we draw on the resources and insights of our global firm to create strategies that reflect your current and future aspirations. Whether you’re a high net worth family, business owner, professional or retired couple — our relationship will stem from a foundation of trust, transparency and communication.

With over 25 years’ experience, our team has a track record of maximizing investment opportunities while mitigating risk and tax. Always guided by your plan, we work with you to discuss the 'whys' and 'hows' behind our specific planning and investment recommendations.

 

 

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If you have any questions about our services, or would like to speak with an Investment Advisor from our team, please fill out the form below.