I have over 30 years of experience in comprehensive wealth management that spans several economic cycles. My expertise in asset allocation is traced back almost three decades to my days as a floor trader in the Vancouver Stock Exchange, where I developed the skills to make timely and advantageous decisions in identifying investment opportunities best suited for each of my clients. I have designed a five-step process for creating an investment portfolio that complements my core offering, the Complete Canaccord Investment Counselling Program (ICP), and ultimately ensures my clients achieve their investment goals and peace of mind.
Along with a diploma in Business Administration from Capilano University, I hold the Certified Investment Management (CIM) designation. I am also a licensed Registered Representative and can serve clients in the US.
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Paul Marion, 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 Certified Health Specialist and 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.
Anne Jackson, BBA, CMA
Wealth & Estate Planning Specialist
Anne specializes in providing tax planning solutions for our clients, and holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance. She also holds a Certified Management Accountant (CMA) designation and brings years of taxation and accounting experience to the group. Anne is insurance licensed and is currently working towards her CFP designation.
Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients. She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.