Our team provides independent, unbiased and proactive financial solutions
and advice to professionals, business owners and families.

Jeff Scruton

Investment Advisor

As an Investment Advisor with Canaccord Genuity Wealth Management in Toronto, Jeff draws on 13 years of wealth management experience to create and monitor financial roadmaps personalized to each client, including sophisticated investment and estate planning strategies.

Jeff is committed to objectivity and ingenuity. He believes strongly in the importance of investor education to cut through the noise and help people make the best financial decisions necessary to lead a richer life.

Jeff holds a Commerce & Finance degree from the University of Western Ontario. He is also insurance* and options licensed, and has completed the Professional Financial Planning course with the Canadian Securities Institute.

Jeff lives in Etobicoke with his partner, Brooke, and two young sons, Quinn & Owen. Outside of the office he enjoys pursuing many hobbies – golf, snowboarding, kitesurfing, hockey, photography and music.  Most of all, he enjoys time spent with his family.

Elizabeth Yip

Investment Advisor Assistant

Strategic Partners

Michael Bellamy, BComm., PFP

Wealth & Estate Planning Specialist

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

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.

Elizabeth Grant

Administrative Assistant - Wealth & Estate Planning Services

Having always had a keen interest in the Financial Service Industry, Elizabeth joined Canaccord Genuity’s Wealth and Estate Planning Team in 2019. Elizabeth is a graduate of Dalhousie University where she obtained a degree in Business Management. She has completed the Canadian Securities Course and is currently working towards the LLQP Designation.

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If you feel that we may be able to add value for you and your family, contact us today.