Headquarters:
161 Bay St, Toronto, ON M5J 2S1
Year founded:
1950
Number of employees:
1,200 in Canada; 2,550 worldwide
Phone:
(416) 869 7368
Email:
info@canaccordgenuity.com
Website:
canaccordgenuity.com/
wealth-management-canada
LinkedIn:
linkedin.com/company/canaccord-wealth-management
"We are constantly living by our core values: integrity, impact and teamwork"
Julie Giraldi,
CAAT Pension Plan
Read on
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CANACCORD GENUITY WEALTH MANAGEMENT
Stuart Raftus
Group CAO and President, Wealth Management
Matt Cicci
Senior Managing Director, Canaccord Genuity Corp (Wealth Management) – Canada
Tim Evans
Managing Director, Platform, Products & Services, Canaccord Genuity Corp (Wealth Management) – Canada
Leadership
Stuart Raftus was appointed executive vice president and CAO of Canaccord Genuity Group in October 2015. In this role, where he is responsible for oversight of the firm’s global operations, information technology, facilities, human resources and marketing. He continues to serve as president of Canaccord Genuity Wealth Management in Canada, an appointment he has held since January 2014. Additionally, he is a member of the Board of Directors of Canaccord Genuity Corp, the Canadian operating subsidiary of Canaccord Genuity Group Inc.
Group CAO and President, Wealth Management
Stuart Raftus
With over 30 years of financial market experience, Matt is managing director of Canaccord Genuity Wealth Management Canada, based out of the Vancouver head office. He is also an acting branch manager and senior vice president. Having been with Canaccord Genuity since graduating from UBC, Matt has diverse expertise that allows him to pursue various disciplines within the wealth management business. Holding a CFA designation, he is also a portfolio manager, retail executive, and former special situations equity analyst.
Senior Managing Director, Canaccord Genuity Corp (Wealth Management) – Canada
Matt Cicci
Tim Evans is a managing director focused on building an open architecture, best-in-class product and services platform for investment advisors and their clients. He oversees the firm’s fee-based and managed assets platform, which includes private investment management, separately managed accounts and its industry-leading unified managed account offering. In addition, he leads CGWM’s wealth & estate planning group, which works alongside investment advisors and their clients to provide value-added support and guidance to help manage their financial affairs.
Managing Director, Platform, Products & Services, Canaccord Genuity Corp (Wealth Management) – Canada
Tim Evans
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“We are constantly living by our core values: integrity, impact and teamwork”
Julie Giraldi,
CAAT Pension Plan
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Read on
Award Winner
Leadership
SPECIAL REPORT
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Bio
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
“We are constantly living by our core values: integrity, impact and teamwork”
Julie Giraldi,
CAAT Pension Plan
Read on
Award Winner
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Leadership
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Kevin J Vandermeer
Managing Director, Investment & Advisory Solutions, Canaccord Genuity Corp (Wealth Management) – Canada
Kevin J Vandermeer is lead portfolio manager of the investment team. Prior to joining Canaccord Genuity in the fall of 2017, he launched his own hedge fund and worked for one of Canada’s largest banks where he co-managed C$3.7 billion. Kevin has been recognized as one of Canada’s TopGun Investment Minds as well as a previous recipient of a Lipper Award for outstanding fund performance. He graduated from the University of Toronto with a Bachelor of Commerce with distinction. He is a CFA charterholder and a Fellow of the Canadian Securities Institute.
Managing Director, Investment & Advisory Solutions, Canaccord Genuity Corp (Wealth Management) – Canada
Kevin J Vandermeer
Jordan Mutton
Head of Inside Sales
Through leadership, approachability and expert knowledge of the finance industry and corresponding consumer trends, Jordan Mutton has led award-winning, high-performing teams, continually exceeding benchmarks. Building relationships is core to Jordan’s values, a skillset that has positioned him as a key leader within the industry.
Head of Inside Sales
Jordan Mutton
Canaccord Genuity (CG) Wealth Management has created a unique platform in Canada that has been structured to enable the industry’s elite and ambitious advisors to better deliver for their clients. The results show that CG’s model is working. It is the fastest growing wealth management firm in Canada, and when advisors go to CG, they realize accelerated and unprecedented growth.
CG fundamentally believes that leading advisors know how to best serve their clients. The company’s proposition is simple: it enables these advisors to offer bespoke solutions that generate greater client outcomes. Major banks encourage their advisors to provide off-the-shelf solutions and expect them to adopt asset allocation models determined by the head office. CG spends time understanding how each advisor wants to deliver customized solutions for their clients – and CG’s flexible platform enables them to cater to each client’s unique and evolving needs. The advisor support infrastructure of CG includes best-in-class technologies, products, global research, and marketing, as well as a direct line to senior management. Most importantly, CG has fostered a supportive, high-performance culture that empowers each of its advisors to deliver optimal client outcomes.
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Alex Ventura
Head of Marketing
Dave Longbottom
Chief Technology Officer
Karen Bannister, CM
Vice President, Marketing
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Alex Ventura has a wealth of experience and passion for martech across the financial services sector – including B2B and B2C – with a focus on delivering exemplary omnichannel experiences. Alex is responsible for driving brands in the digital age with strategies that evoke a brand’s personality and corresponding values. Mapping customer journeys encompassing systematic and programmatic technologies has been key to his successful strategies.
Head of Marketing
Alex Ventura
With a superior understanding of web design and architecture, Dave Longbottom has been pivotal in orchestrating the development of new technologies, which are aligned with business objectives, and pioneering industry-leading solutions. Dave’s tenacity to push the status quo has led to the development of innovative solutions encompassing the latest emerging technological trends and cyber security frameworks.
Chief Technology Officer
Dave Longbottom
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Alex Ventura
Head of Marketing
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Alex Ventura has a wealth of experience and passion for martech across the financial services sector – including B2B and B2C – with a focus on delivering exemplary omnichannel experiences. Alex is responsible for driving brands in the digital age with strategies that evoke a brand’s personality and corresponding values. Mapping customer journeys encompassing systematic and programmatic technologies has been key to his successful strategies.
Head of Marketing
Alex Ventura
With a superior understanding of web design and architecture, Dave Longbottom has been pivotal in orchestrating the development of new technologies, which are aligned with business objectives, and pioneering industry-leading solutions. Dave’s tenacity to push the status quo has led to the development of innovative solutions encompassing the latest emerging technological trends and cyber security frameworks.
Chief Technology Officer
Dave Longbottom
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich
School of Business, and most recently completed the Communications and Leadership Program at
The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Alex Ventura
Head of Marketing
Karen Bannister, CM
Vice President, Marketing
Dave Longbottom
Chief Technology Officer
Sarah M Stewart
Associate
Vice President, Leasing and Call Centre Operations
Alex Ventura has a wealth of experience and passion for martech across the financial services sector – including B2B and B2C – with a focus on delivering exemplary omnichannel experiences. Alex is responsible for driving brands in the digital age with strategies that evoke a brand’s personality and corresponding values. Mapping customer journeys encompassing systematic and programmatic technologies has been key to his successful strategies.
Head of Marketing
Alex Ventura
With a superior understanding of web design and architecture, Dave Longbottom has been pivotal in orchestrating the development of new technologies, which are aligned with business objectives, and pioneering industry-leading solutions. Dave’s tenacity to push the status quo has led to the development of innovative solutions encompassing the latest emerging technological trends and cyber security frameworks.
Chief Technology Officer
Dave Longbottom
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the
Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart
