As a 5th generation Albertan from a dairy farm just outside of Calgary I understand what it takes look after your family, build a business, and reach goals in life. Starting in this industry in 1999 has provided me the experience to help navigate my clients through the challenges of reaching their goals through turbulent times and markets. As such, trust is the key to a positive working relationship and that is my first priority with my clients.
Shareholder Yield is an investment strategy based on three principal factors: dividend yield, share buybacks, and debt repayment. This is the test of all management teams and how they allocate capital efficiently. The strategy has been proven to outperform over time in all kinds of markets and economic conditions.
Where will your investments take you?
Canaccord Genuity Wealth Management meets investors' individual needs by searching the globe for investment opportunities. Drawing from our global network, we look at both the bigger picture and the finer details. This enables us to deliver long-term investment strategies, as well as informed, near-term solutions that make a difference locally to wealth management clients in Canada, Australia, the UK, and Europe.
In Canada, Canaccord Genuity Wealth Management is a leading, independent wealth management firm. Our advisors are entrusted with $10 billion of assets under administration by clients across the country. With access to financial, estate and insurance planning specialists, Canaccord Advisors are committed to providing investors with a broad array of wealth management solutions to simplify their busy lives and achieve their financial goals.
To learn more about the Canaccord Genuity group of companies, please visit Canaccord Genuity.
Paul Marion, CHS, 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.
Paul 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.
Ashley Searle, MBA, CFP
Wealth & Estate Planning Specialist
Ashley collaborates with clients and wealth partners to create long-term, customized financial plans. She has been a Certified Financial Planner since 1997 and has extensive experience in retirement and financial planning. Prior to joining Canaccord Genuity, Ashley worked for TD Waterhouse Canada Inc. She has held a number of management positions in financial services in sales, service and training. Ashley has a BA from the University of Western Ontario and an MBA from Dalhousie University.