Canaccord Genuity
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- Investment and Portfolio Management
Investment and Portfolio Management
About
The Investment and Portfolio Management team at Canaccord Genuity is responsible for developing, implementing, and overseeing investment strategies and portfolio solutions for clients. This includes securities lending, managing accounts, financial planning, portfolio operations, mutual funds and GICs, and corporate actions. They ensure optimal asset allocation, engagement in corporate actions, and continual portfolio performance analysis to meet client investment goals.
Team members
Alex Gardiner
Specialist, Portfolio Operatio...
Amanda Y Chen
Intermediate Entitlement Admin...
Cale Dunham
Financial Planner
Cfp® Jason Pun
Associate Financial Planner
Corbin Lam
Senior Associate, Mutual Funds...
Jason Leyden
Incoming Investment Banking Su...
Kimberly Liao
Associate, Portfolio Solutions...
Mark Yen
Senior Reconciliations Adminis...
Matthew Parrenas
Specialist, Portfolio Operatio...
Nyasha Mafenya Cpa, ...
Fp&a And Financial Control
Ryan Rose
Specialist - Securities Lendin...
Samanth Ganduri
Reorg Analyst, Corporate Actio...
Solomon Shapiro
Investments & Advisory Solutio...
Sunyoung Kil (Joanne...
Portfolio Operation Specialist
Tom Collinson
Director, Managed Accounts
Vesna Ilic
Manager, Registered Plans Oper...
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