Cim Eric Brown

Senior Investment Associate & Portfolio Manager at Canaccord Genuity

Eric Brown, CIM has over 13 years of experience in the investment and wealth management industry. Eric began their career in 2007 at Scotia McLeod in Edmonton, AB as an Investment Associate, where they designed custom portfolio solutions for high net worth individuals and families. During this time, Eric also provided guidance and made introductions to wealth management specialists for clients going through life transitions. In 2012, Eric joined Canaccord Genuity Wealth Management as a Senior Investment Associate & Portfolio Manager. In this role, they worked with individuals and businesses to achieve and maintain their financial success, focusing on their specific circumstances, goals, and aspirations. Eric and their team provided tailored solutions and aimed to give clients back their time so they could focus on their priorities. Eric's expertise lies in understanding client needs, uncovering opportunities, and helping clients make effective decisions for their financial future.

Eric Brown, CIM attended the University of Alberta from 2000 to 2005, where they obtained a Bachelor's degree in Anthropology and Classics. In 2009, they acquired the Chartered Investment Manager designation from the Canadian Securities Institute, which they completed in 2010. It is important to note that no specific month or year of completion was provided for this certification.

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Timeline

  • Senior Investment Associate & Portfolio Manager

    January, 2012 - present

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