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corporate Magazine | vol. 6 August 2014 |
To us there are no foreign markets.
TM
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Global Wealth Management
Canaccord Genuity Wealth Management provides clients with the focused,
personalized service they expect from a local investment manager, along
with the benefits and backing of a global financial institution.
During the second half of the 2014 fiscal year, we appointed new regional leadership in both our UK and Canadian wealth
management operations to advance the operational efficiency of the businesses and improve cross-selling and co-operation
between our global offices. Our smaller Australian wealth management operation is also gaining traction, thanks in part to
improved brand recognition in the region.
In Canada,
Stuart Raftus
joined as
President of Canaccord Genuity Wealth
Management
. Stuart brings more than
28 years of securities industry experience
to his appointment, having served most
recently as President and Chief Operating
Officer at Beacon Securities Limited.
Based out of our Toronto office, Stuart
will work with advisors and employees
across the country to grow our Canadian
wealth management business, and deepen
collaborations across our global platform.
We also welcomed
Cameron Hurst
as
Senior Vice President and Portfolio
Manager
. Based in Toronto, Cameron’s
responsibilities include the oversight and
leadership of our soon-to-be-launched
Global Portfolio Solutions (GPS)
product
in Canada, and he will work closely with
Canaccord Genuity portfolio strategists
in the UK, the US and Canada to craft
investment strategies for GPS. Cameron
brings more than 14 years of research
and portfolio management experience to
his role, predominantly in US and global
equity markets.
Jim Cumming
has joined
our Vancouver branch as a
Vice President
and Investment Advisor
. He joins
Canaccord Genuity from Raymond James,
where he was recognized as a Chairman’s
Club member for the duration of his 16-
year career at the firm. With more than
30 years of advisory experience, Jim has a
successful track record of creating wealth
and delivering value for his clients.
In the UK,
David Esfandi
has joined as
Chief Executive Officer of Canaccord
Genuity Wealth Management
. David
joined the firm from Ashcourt Rowan,
where he was a senior leader in the asset
management business. Previously, he
was with Deutsche Bank for nine years
in a variety of roles. He began his career
with Goldman Sachs in Equities and is
a graduate of Oxford and the Wharton
School of Business. Concurrently,
Stephen Massey
was appointed
Chairman, Canaccord Genuity Wealth
Management
in the UK. Stephen will work
closely with David Esfandi to guide the
development and timely implementation
of Project Dragonfly, a fully integrated
front-to-back office wealth management
system, and help propel the growth of
Canaccord Genuity Wealth Management
in the coming years.
Adam Ross
joins
as
Investment Director
with a focus on
managing portfolios and advising private
clients on investment opportunities. Most
Toronto, Ontario
London, England
UK
CA
