“ fully understanding my clients’ needs in developing a long–term investment plan” 

Andrew Dempsey, P.Eng, FMA, CIM

Investment Advisor & Portfolio Manager

With over 25 years as an Investment Advisor, Andrew provides you with sound, professional and personalized investment advice, which will assist you in achieving financial success. Through understanding your long term expectations and goals he will build a comprehensive investment plan that is specifically tailored to meet your needs.

Andrew and his client support team believe in building a partnership you can trust and rely on. With his commitment to quality service and his  industry knowledge, you can rest assured knowing your investments are working for you!

As an Investment Advisor with Canaccord Genuity , Andrew can provide you with a full range of investment and insurance services 

Mei Wong

Investment Advisor Assistant

Mei is the customer service and administrative individual for our team. She brings with her years of experience in client service, banking and investments. She is licensed to execute trades, provide current market information and quotes. Mei is your first point-of-contact for any administrative issues and account inquiries. Her primary responsibility is to ensure all queries are addressed in a timely manner. 

Strategic Partners

 

Paul Marion, CLU

Managing Director, Wealth Management - Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.

Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd.  Prior to working at Canaccord, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services, which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies.


He holds certification as a Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer. He is also a Certified Health Specialist (CHS).

Anne Jackson, BBA, CPA, CMA

Wealth & Estate Planning Specialist

Anne Jackson is a Wealth & Estate Planning Specialist with Canaccord Genuity Wealth Management (CGWM), a leading independent wealth management firm in Canada.
Anne partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals and business owners. Anne is dedicated to providing effective and customized solutions for each clients’ unique goals.
Anne has over 10 years of experience in the wealth management industry and holds the the Certified Management Accountant (CMA) and the Chartered Professional Accountant (CPA) designations.

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