Brent Woyat, CIM, CMT
Brent is an Investment Advisor and Portfolio Manager in Vancouver providing personalized wealth management services to retirees and pre-retirees who want to protect their capital and ensure that their money lasts them a lifetime.
"My mission", Brent says, "is to help clients take the worry out of managing money. I emphasize personalized wealth management because all of my clients have different financial goals and are best served by strategies customized for each client's unique needs.
An investment professional since 1987, Brent has the kind of in-depth knowledge that comes from navigating through both good and bad markets for over 28 years. His credentials include a Bachelors Degree in Economics from the University of British Columbia and two professional designations: the Chartered Investment Manager (CIM) and Chartered Market Technician (CMT). Earning those designations provided him with the necessary skills to serve as a discretionary investment manager.
Due to his experience and training, Brent has become a versatile financial professional qualified to help clients with services ranging from retirement and estate planning to investment management and tax strategies. His services have led to a loyal, growing clientele.
Associate Investment Advisor
Julia started her career in the financial industry in May 2017, after graduating from the University of British Columbia Okanagan with a Bachelors of Management and specialization in finance. Her attention to detail complimented with her previous customer service experience make her committed to solving all client service problems, in a fast, friendly and effective manner. Julia is the first point of contact for all of our clients and would be happy to assist with any account related questions. She has obtained her license as a Registered Representative through the Canadian Securities Institute.
Paul Marion, CLU, CHS
Managing Director, Wealth Management - Canada
Senior Vice President, Wealth & Estate Planning
Paul Marion is responsible for wealth and 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. He 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. He is also a Certified Health Specialist (CHS).
Wealth & Estate Planning Specialist
Anne Jackson, a Certified Management Accountant (CMA), specializes in developing advanced financial, tax and estate planning solutions for our clients. Insurance-licensed and currently working towards her CFP designation, Anne brings years of taxation and accounting experience to the group.
Anne holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.