Canaccord Genuity Group Inc. (TSX:CF) Wednesday announced the addition of new investment advisory teams to its Canadian wealth management division.
Operating from the Vancouver branch, the group is responsible for the management and administration of more than $300 million in client assets.
Jim Cumming, vice president, investment advisor, brings more than 30 years of advisory experience and with support from his partner, Taylor Cumming, has developed a strong track record of delivering value for clients. Cumming was recognized as a Chairman’s Club member for the duration of his 16-year tenure at his previous firm, Raymond James Ltd.
Danny Pero, vice president, investment advisor brings more than 10 years of proven experience advising clients on a broad range of financial planning strategies. He was previously a branch manager with Raymond James in Vancouver.
Philip Kuzyk, vice president, investment advisor, portfolio manager brings 15 years of portfolio management experience. Previously, he was also a branch manager with Raymond James in Vancouver
With support from advisors Ed Whitehead, Brent Woyat, Robert Brough, Camillo Di Prata and Chuck Vidalin, the group will deliver a comprehensive suite of portfolio management, wealth, insurance and estate planning services for clients and their families.
“These key appointments reflect our continued efforts towards strengthening our Canadian Wealth Management business and growing discretionary assets under management,” said Paul Reynolds, president and CEO of Canaccord Genuity Group Inc., in a release.
In addition to the broader resources of Canaccord Genuity Group, clients of Canaccord Genuity Wealth Management investment advisors will have access to a suite of proprietary asset management products, Canaccord Genuity Global Portfolio Solutions (GPS), to be launched in the coming months.