TORONTO, May 22, 2018 /CNW/ - Canaccord Genuity Group Inc. (Canaccord Genuity, the Company, TSX:CF) is pleased to announce the opening of a new wealth management office in Winnipeg, Manitoba. This development supports the Company's objective of selectively recruiting top industry talent in pursuit of growing its assets under management and administration and operating the premiere independent wealth management business in Canada.
Effective immediately wealth management clients in Winnipeg and surrounding areas will have the opportunity to be served by dedicated local professionals with access to the sophisticated investment solutions, extensive resources and diverse expertise provided by Canaccord Genuity Group Inc.'s integrated global platform.
"We are very pleased to embark on this initiative with a group of Winnipeg's most talented wealth management professionals and we are deeply committed to providing the tools and support to help them achieve long-term success," said Stuart Raftus, President of Canaccord Genuity Wealth Management in Canada. "Winnipeg is a key strategic market for Canaccord Genuity Wealth Management and we look forward to building lasting relationships in the community as we grow our business in the region."
The new office is located in the heart of downtown Winnipeg and is home to three highly experienced investment advisory teams led by professionals with 50 years of combined investment industry experience. The teams will benefit from the extensive resources available across the organization and a strong culture of entrepreneurialism and independence which allows advisors to deliver service and advice that suits their value proposition and puts the needs of their clients first.
The Tétrault Wealth Advisory Group is led by award-winning Portfolio Manager Rob Tétrault. Having started his career as a lawyer, Rob later went on to obtain an MBA Finance from the Asper School of Business at the University of Manitoba and he also holds the Chartered Investment Manager (CIM) designation. Rob and his father, Claude Tétrault are joined by a team of six talented professionals. Together they offer a comprehensive suite of wealth management services which includes investment planning, retirement, tax and insurance planning. Rob has been chosen three times for Wealth Professional's list of Top 50 Financial Advisors in Canada and was ranked 2nd in 2018 and 9th in 2017.
The Clinton Orr Wealth Management Group is led by Clinton Orr, Vice President, Investment Advisor and Portfolio Manager. Clinton has been in the wealth management industry since 2003. He has a Bachelor of Commerce, is a Certified Financial Planner, Financial Management Advisor and he holds professional designations in Investment Management and Derivatives Markets. Clinton is joined by a team of five professionals. Together they have developed a unique process called "Financial Architecture" which incorporates dedicated tax, legal and estate planning expertise and forms the basis of customized financial plans that aim to address the unique needs of their clients.
Kevin Becker operates an independent wealth management practice and draws upon 25 years of investment industry experience to provide customized wealth management solutions for private clients that includes retirement, estate, and investment planning services tailored to specific risk profiles and investment objectives. Kevin has a BA in Applied Economics and Statistics from the University of Manitoba and holds the Chartered Investment Manager (CIM) designation.
For more information, visit www.canaccordgenuitywinnipeg.com
ABOUT CANACCORD GENUITY WEALTH MANAGEMENT
Canaccord Genuity Wealth Management operations provide comprehensive wealth management solutions and brokerage services to individual investors, private clients, charities and intermediaries through a full suite of services tailored to the needs of clients in each of its markets. The Company's wealth management division has Investment Advisors (IAs) and professionals in Canada, the UK, Jersey, Guernsey, the Isle of Man and Australia. In Canada, Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp.
ABOUT CANACCORD GENUITY GROUP INC.
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the Company) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has wealth management offices located in Canada, the UK, Guernsey, Jersey, and the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, the UK & Europe, Asia, Australia and the Middle East. To us there are no foreign markets.TM
Canaccord Genuity Group Inc. is publicly traded under the symbol CF on the TSX.
SOURCE Canaccord Genuity Group Inc.
For investor and media relations inquiries: Christina Marinoff, Vice President, Investor Relations & Communications, Canaccord Genuity, 416-687-5507, [email protected], www.canaccordgenuitygroup.com
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the Company) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Since its...
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