Our Team
We are your partner in life and wealth
Specialist financial planners and investment advisors
We offer a wide and powerful range of financial, investment and long-term wealth planning services for individuals, families and businesses.
Multi-disciplinary, our work is strategic, forward-thinking and – above all – based on realism, caution and accountability. There are no quick fixes or short cuts.
Senior Wealth Advisor
Penni has earned strong loyalty from her clients based on a solid track record of successful investment planning, risk management and tax planning advice. Before joining Canaccord Genuity in 2006, she established and led the Institutional Sales Desk and then worked as an Associate Investment Advisor at Tristone Capital Inc. She started her career at one of Calgary’s elite energy investment firms, FirstEnergy Capital Corp., where she acquired an in-depth understanding of the oil and gas industry. With a demanding career and two young children, she understands the balancing act many successful professional women – and men – work hard to get right. She also knows how important it is for families to achieve and maintain financial security.
Administrative Assistant
Christina is an Administrative Assistant for Johnston Wealth Advisory with CG Wealth Management. She manages day to day tasks and client requests, as well as fostering strong client relations. Christina’s strong inter-personal and customer experience skills come from working within the automotive industry. She is currently working towards her Investment Representative licensing. In her spare time, she enjoys spending time with her dog and volunteering.
Wealth & Estate Planning Specialist
Strategic Partner
Ashley collaborates with clients and wealth partners to create long-term, customized financial plans. She has been a Certified Financial Planner since 1997 and has extensive experience in retirement and financial planning. Prior to joining Canaccord Genuity, Ashley worked for TD Waterhouse Canada Inc. She has held a number of management positions in financial services in sales, service and training. Ashley has a BA from the University of Western Ontario and an MBA from Dalhousie University.
We work with other professionals and corporations to provide exclusive services in the following areas: