Senior Investment Advisor
Brian began his career with HSBC, joining Canaccord Genuity in 2005. Brian has a joint major in Economics and Finance from Simon Fraser University. During his education, Brian played varsity soccer for three years.
Having a hybrid business, Brian provides his clients with unique ideas for preserving and growing wealth. His 15 years of experience have included conservative, long-term growth strategies as well as exclusive special situation investments. These successful investment strategies are part of the reason Brian is recognized as one of Canaccord Genuity Wealth Management's top Investment Advisors, and a member of both the Chairman’s Club and the President's Club.
In his spare time, Brian enjoys playing soccer and spending time with his wife and three children.
Associate Investment Advisor
David has spent over 10 years identifying value propositions for investors, both corporate and individual. After graduating from Simon Fraser University in 2006 with a degree in finance, David has worked in corporate communications and as an investor relations professional with various corporations, identifying industry trends, and analyzing investment and valuation opportunities.
David works with clients to build a tailor investment approach, that suits each individual clients’ needs. Utilizing a wide variety of investment tools and products, combined with an intimate understanding of each client’s financial goals and risk tolerance, David builds an investment portfolio appropriate to a client’s timeframe, financial situation and general life goals.
When not working, David enjoys staying active, spending time on the water and outside in nature.
Investment Advisor Assistant
As an Options Licensed Investment Advisor Assistant, Andrea has 20 years of Securities Industry experience, 15 of which have been with Canaccord Genuity. Andrea deals directly with all clients, handling incoming calls, email correspondence, trade execution, and account administration. Andrea has a strong work ethic, is professional, loyal, consistent, efficient, and accurate.
She is exceptionally organized and dependable. In addition to the Securities Industry, Andrea is a Certified Personal Trainer with the BCRPA (British Columbia Parks and Recreation Board). She also volunteers at the YWCA Health and Fitness Centre in Vancouver as a Fitness Coach offering new members one-on-one guidance and direction to help them achieve their exercise and fitness goals.
Business Development Associate
Carter joined Canaccord Genuity Wealth Management in 2018 after graduating with a Marketing Management diploma at BCIT. Raised on Vancouver Island, Carter moved to the Lower Mainland three years ago and has enjoyed the change of pace. Currently completing his Bachelor of Business Administration, Carter communicates our strategies to potential clients of high net worth.
By understanding the financial goals and risk-tolerance of each individual, Carter can identify the appropriate type of investment suitable for them. This ensures that upon meeting with David or Brian, your investment advisor will have an understanding of which types of investment ideas will be of most value to you.
Outside of the office, Carter spends his time exercising and enjoying the outdoors.
Access the Value of a Second Opinion
Schedule a complimentary financial consultation with our team.