Wealth & Estate Planning Committee

 

A sound financial plan is the key to financial freedom and success, as it acts as the blueprint and dynamic playbook for each phase of one's life.

We collaborate daily with our national Wealth & Estate Planning team to help our clients realize and execute on their financial goals and priorities as efficiently as possible.

Paul Marion, CLU, CHS

Senior Vice President, Wealth & Estate Planning
Managing Director, Wealth Management - Canada

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).

Michael Bellamy, BComm, PFP

Wealth & Estate Planning Specialist
Canaccord Genuity Wealth & Estate Planning Services Ltd.

Michael joined Canaccord Genuity Wealth & Estate Planning Services Ltd. in 2011. He has been collaborating with our team to help us realize our clients’ tax mitigation, wealth protection, insurance, legacy planning and estate planning objectives. Michael holds the Personal Financial Planner (PFP) designation, as well as a Bachelor of Commerce from McMaster University.

Anne Jackson, BBA, CMA

Wealth & Estate Planning Specialist
Canaccord Genuity Wealth & Estate Planning Services Ltd.

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.

* Offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.