Canaccord Genuity Group has added new investment advisory teams in a bid to expand its Canadian wealth management division.
The clients of Canaccord Genuity Wealth Management Investment Advisors will be able to access the broader resources of Canaccord Genuity Group, including the firm’s global equity research platform.
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In addition, the clients will also have access to a range of proprietary asset management products including Canaccord Genuity Global Portfolio Solutions (GPS), which is slated to launch in the coming months.
Based in Vancouver branch, the new teams will manage and administer more than $300 million in client assets.
Also, the investment advisory teams will work together with the firm’s existing advisory group and leverage resources of its broader global platform to offer holistic wealth management solutions to their clients.
The team comprises of Jim Cumming, investment advisor, vice president at Canaccord Genuity, Danny Pero, vice president, investment advisor as well as Philip Kuzyk, vice president, investment advisor, portfolio manager of Canaccord Genuity.
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By GlobalDataFurthermore, the team will also be supported by advisors including Ed Whitehead, Brent Woyat, Robert Brough, Camillo Di Prata and Chuck Vidalin.
