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.

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.