As a Family Enterprise Advisor (FEA), Geoff has been working with families around the world since 1994 to help them discover what is most important to them, identify their potential and develop and implement a well thought out legacy strategy that
is aligned with their core values. He holds several industry designations including:

• The Family Enterprise Advisor (FEA) Designation from the UBC’s Sauder Business School. This program uses a multi-disciplinary approach where FEAs learn to integrate their own discipline, with those of other professionals, to provide collaborative and complimentary advice to wealthy families.
• The Chartered Financial Analyst (CFA) designation from the CFA Institute. The CFA gives a strong understanding of advanced investment analysis and real-world portfolio management skills. Using the vast array of tools and resources at his disposal, Geoff is committed to leading a revolution in legacy planning – setting a new standard for the kind of advice and guidance all families should demand from their advisors.

Geoff and his wife Cheryll Watson have four children and are actively involved in a number of charitable organizations in the city including the Zebra Child Protection Center and Homeless Connect Edmonton.

Rose has 40 years’ experience in the Financial Services Industry. After graduating from Ontario Business College in Belleville, Ontario in 1978 as a Legal Assistant, Rose went on to work with a large Trust Company in their Estates and Trusts Dept. Rose’s extensive work history has enabled her to assist and handle all aspects of clients’ accounts including tax, statements, Estates and Trusts inquiries. Rose is committed to working with you to provide the highest level of customer service.

Tony joined Canaccord Genuity in March 2012 following the acquisition of Collins Stewart, where he served as senior managing director and chief equity strategist. Prior to that, he was chief equity market strategist and co-director of research for FTN Financial’s equity arm from 2003-2010. In addition to his analyst role at FTN, Tony also held the title of co-director of research, chairman of the investment committee and sat on the firm’s Operating Committee. He is a graduate of LeMoyne College with a bachelor’s degree in political science, and currently sits on LeMoyne’s Board of Trustees. He lives in New Jersey with his wife and two sons, and enjoys flying, scuba diving, sky diving and all outdoor sports.

Kevin is Lead Portfolio Manager of the investment team. Prior to joining Canaccord Genuity in the fall of 2017, Kevin launched his own hedge fund and worked for one of Canada’s largest banks where he co-managed C$3.7 billion. Kevin has been recognized as one of Canada’s TopGun Investment Minds as well as a previous recipient of a Lipper Award for outstanding fund performance.  Kevin graduated from the University of Toronto with a Bachelor of Commerce with distinction, is a CFA charterholder and is a Fellow of Canadian Securities Institute (FCSI).

Javed Mirza joined Canaccord Genuity’s Canadian research team as a technical analyst in 2017 with over 10 years of technical analysis experience. Previously, he worked in finance at a Canadian bank and on the derivatives pricing desk at State Street Canada. Javed has a Bachelor of Commerce from the University of Toronto and received his MBA from the Queen's School of Business. He holds the CMT and CFA designations and is a member of both the Canadian Society of Technical Analysts and the Toronto CFA society.

Derek has been with Canaccord Genuity for 10 years, and currently serves as Vice President, Portfolio Solutions for Canaccord Genuity Wealth Management. The group oversees the Investment Counselling (ICP), Private Investment Management (PIM), non-discretionary fee-based and product platforms at CGWM. Derek works as the first point of contact with external asset management partners and oversees the day to day operations of the ICP and PIM programs Derek also maintains CGWM’s Mutual Fund & ETF Recommended Lists and sits on CGWM’s Product Review and Investment Management Committees.

Jeff 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. Jeff is dedicated to providing effective and customized solutions for each clients’ unique goals. Jeff has over 20 years of experience in the wealth management industry and holds the Certified Financial Planning (CFP), Chartered Life Underwriter (CLU), and the Financial Management Advisor (FMA) designations