Senior Wealth 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 Certified International Wealth Manager (CIWM) designation.
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.