An Investment Advisor at Canaccord Genuity Wealth Management since 2010, I have gained progressive experience in the financial industry since working on Bay Street in Toronto in 2001.
My expertise and down-to-earth approach consistently ensures a high level of satisfaction for clients from Newfoundland to Alberta, and as far afield as Australia and New Zealand. As a transplanted Newfoundlander with a strong background in the oil and gas industry, I have a unique understanding of the financial needs of my clients who have relocated to Fort McMurray, Alberta.
I hold the Certified Financial Planner (CFP) designation, as well as a degree in Computer Science from Memorial University in St. John’s, Newfoundland. Born and raised in Bay Roberts, Newfoundland, I currently live with my wife in Calgary. Together we are committed to charity work for Project Tanzania, and also hike, snowboard and travel back to Newfoundland regularly to visit family and friends.
Investment Advisor Assistant
Adrienn Nagy brings 15 years of financial services experience to the team, all of which has been on the client service side of the business. Her previous experience includes the administration of pooled and segregated funds for the high-net worth clients as a Portfolio Administrator.
As an Investment Advisor Assistant, Adrienn is in charge of the administration of all client accounts and trades. Her work ethic, efficiency and dedication make her an invaluable part of the team, and a major contributor to our ability to provide exceptional client service. Adrienn goes above and beyond for our clients to meet their needs and exceed their expectations.
Adrienn holds a B.A. with a major in Economics and a minor in Management from the University of Calgary. In her free time, Adrienn enjoys visiting family in her native Hungary and spending time in Calgary’s beautiful outdoors.
Paul Marion, CHS, CLU
Managing Director, Wealth Management – Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.
Paul is one of Canada’s leading wealth and estate planning professionals. He heads up the team of insurance, tax and estate planning specialists at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to joining Canaccord, Paul founded a financial planning service, Strategic Insurance, which specialized in sophisticated wealth management and tax planning services for high net worth clients and business owners. Before that, he spent over 10 years in management at large multinational manufacturing companies.
Paul holds the Chartered Life Underwriter (CLU) certification, which enables him to provide individuals, families and business owners with customized solutions for their income replacement, risk management, estate planning and wealth transfer needs.
Ashley Searle, MBA, CFP
Wealth & Estate Planning Secialist
Ashley collaborates with clients and wealth partners to create long-term, customized financial plans. She has been a Certified Financial Planner since 1997 and has extensive experience in retirement and financial planning. Prior to joining Canaccord Genuity, Ashley worked for TD Waterhouse Canada Inc. She has held a number of management positions in financial services in sales, service and training. Ashley has a BA from the University of Western Ontario and an MBA from Dalhousie University.