Senior Investment Advisor
Penni has earned strong loyalty from her clients based on a solid track record of expert 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.
Penni has 22 years of experience in the financial services industry, is licensed to sell investments and options. She holds the Personal Financial Planner (PFP) designation and is working towards the Chartered Strategic Wealth Professional (CSWP) designation.
Investment Advisor Assistant
Alyssa joined Canaccord Genuity in March 2020. She graduated from the University of Calgary with a Bachelor of Commerce degree specializing in Risk Management, Insurance and Finance. Since graduating she has held a variety of roles in the risk and finance industry, and has discovered that she is most passionate about providing an exceptional client experience and ensuring individuals can achieve their financial goals. Alyssa’s attention to detail, desire to get things right, and eagerness to learn make her a valuable asset to the team. Alyssa is a licensed Investment Representative and is able to handle any inquiries you may have with regards to account administration, transactions and trading. She has also passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience. In her spare time she enjoys going to the gym and spending time with family.
Managing Director, Canaccord Genuity Wealth & Estate Planning Services
Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord Genuity, 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. Paul has over 16 years of experience in the wealth management industry and holds certification as a Certified Health Specialist and 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.
Wealth & Estate Planning Specialist
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.