Meet Our Team

For the past 30 years Chris has been providing personalized wealth management services to high-net-worth individuals, families, and business owners. His confident and caring approach is reflected in the client experience and in his ability to understand the unique needs and total financial picture. Chris enjoys developing strategies for his clients to help grow, preserve and transfer their wealth.

Jack started his career at Canaccord Genuity where his entrepreneurial spirit could flourish. He thrives on learning, solving problems, and passing that knowledge and experience on to others. Jack values understanding our clients’ entire financial picture and creating a plan that aligns their goals and risk tolerance. Jack looks forward to helping new and existing clients on their financial journey and supporting them in achieving their lifelong goals.

Joanne’s passion for helping people has led to a fulfilling career in client service in the financial industry for over 40 years. She works closely with our clients, assisting and supporting our team with the organizational details of financial management. Additionally, Joanne looks after our marketing initiatives for the team and branch which helps keeps her creative mind fresh.

Cathy is an experienced Executive Assistant with 35 years in the financial services industry. She provides support for client service, order execution, retirement planning, and general administration. For 20 years Cathy has been a licensed investment representative and an integral team member serving our clients.

Cynthia enjoys managing the day-to-day operations of the Waterloo Branch and particularly with our team. With nearly 30 years in the financial securities industry, she has learned to adapt to a fast-paced environment where her experience and organizational skills are essential. Cynthia enjoys interacting with our clients and assisting them with their administrative needs.

Lara is a wealth and estate planning specialist with over 10 years of experience in insurance and financial planning.  She works with us to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning. Lara is dedicated to providing effective and customized solutions for every client.

Lara holds the financial planner designation F. Pl and is a financial security advisor. She graduated with a Bachelor of Commerce from Concordia University. Lara joined Canaccord Genuity in 2018. Prior to that, she worked at CIBC Wood Gundy and Beneva.