Our Value

Our team works with a variety of high net worth clients whose wealth management needs are as diverse and unique as they are. Some wish to be actively involved in investment decisions while others prefer to delegate day-to-day management and decision making to their Investment Advisor. Regardless of their needs, every client has access to our understanding of retirement planning, tax strategy, estate planning, philanthropic development or business succession.

 

Integrity and transparency guide every decision we make, every interaction with clients. And we take pride in that. We work closely with clients to develop a clear understanding of what’s most important to them, focusing on individual goals, tolerance for risk and investment horizons so they can focus on living life on their terms.

Allan Bramson

Senior Vice-President, Investment Advisor & Branch Manager

With over 25 years of investment and financial planning experience, Allan Bramson serves a loyal clientele of affluent families and business owners.

Allan began his investment career at BMO Nesbitt Burns, rising to the role of Vice President, member of the President’s Council and Assistant Branch Manager before moving to Macquarie Private Wealth in 2005, which was acquired by Richardson GMP in 2013. Here, he created The Bramson Wealth Group to offer a one-to-one approach to wealth management. He Joined Canaccord Genuity Wealth Management in 2018 and manages the Toronto office.

Allan is a Certified Financial Planner (CFP®), has a Bachelor of Arts in Economics from York University and holds a Level II life insurance license. In his personal time, Allan contributes to the University of Toronto Student Co-op Program as a mentor for young people interested in the financial industry.

Robert Crocker, CIM

Investment Advisor

Rob has worked in the financial services industry in Toronto for nearly a decade. Prior to joining CGWM, Rob served as an investment advisor at BMO Nesbitt Burns. A graduate of Dalhousie University, he is a Chartered Investment Manager (CIM) and is licensed to trade options and futures. Rob understands that each client is unique and works to tailor solutions that fit each investors’ individual needs. With a keen interest in the alternative investment space, Rob is able to identify investment opportunities that other advisors tend to ignore. An avid golfer, tennis player, and snowboarder, Rob spends most of his time outside of the office in the outdoors.

Traci Pound

Associate Investment Advisor & Branch Administrator

With a positive attitude, commitment to exceptional client service and strong operational knowledge, Traci’s contribution to our team is immeasurable. She works closely with Allan to assist with portfolio composition and asset allocation and assists him in locating prudent opportunities to maximize returns and minimize risk. Her attention to detail helps ensure that your account stays on track.

With over 25 years of experience in the investment industry as well as successful completion of the Canadian Securities Course (CSC), the Conducts and Practices Handbook Course (CPH) and the Options and Derivatives Course, Traci is dedicated to servicing your investment needs in a professional, prompt and courteous manner.

Wealth & Estate Planning Specialists

Paul Marion, CHS, CLU

Managing Director - Wealth & Estate Planning Services

Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord Genuity, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies. Paul has over 16 years of experience in the wealth management industry and holds certification as a Certified Health Specialist and Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer.

Michael Bellamy, BComm., PFP

Wealth & Estate Planning Specialist

Michael joined Canaccord Genuity Wealth & Estate Planning Services Ltd. in 2011. He has been collaborating with our team to help us realize our clients’ tax mitigation, wealth protection, insurance, legacy planning and estate planning objectives. Michael holds the Personal Financial Planner (PFP) designation, as well as a Bachelor of Commerce from McMaster University.