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A message from Jamie Switzer

My Canaccord Genuity team provides a full range of wealth advisory services and financial advice for discerning investors. Our highly respected clients include high net worth executives, entrepreneurs, corporate entities, working professionals and families. We adhere to the highest standard of service with our prompt, personal approach. Our team is one of the top performing teams at Canaccord Genuity, including a committed group of professionals who work closely with our clients to create custom financial solutions that meet their own specific goals and needs.

We are committed to helping our clients preserve and grow their wealth using a prudent, disciplined investment strategy. Clients receive a tailor-made portfolio constructed to take advantage of bargain assets and market seasonality.

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Jamie has been recognized as one of Canada’s Top 150 Wealth Advisors, an inaugural ranking by The Globe & Mail’s Report on Business and SHOOK Research. Jamie received this prestigious award based on a multitude of factors, including client service and best practices, industry expertise and growth – establishing himself as a leader in the wealth management field.

To learn more about the methodology and qualifications for this award click here.


WHO WE SERVE

We've worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect. And while each of our clients may be different, there's one thing you all have in common: The need for a lifelong financial road map designed to help you create the life you want for today, tomorrow and whatever comes next.

 


WHO WE ARE

Working as a team over the years, we have learned that our clients not only want to understand what they should be doing with their accumulated assets, but why. As a result, we are committed to providing an abundance of education, communication and personal, hands-on involvement to each individual and their family.

 


WEEKLY WRAP

The "Weekly Wrap" is our weekly newsletter to our clients. Our team scours the markets for timely information aimed to keep you informed and intrigued. With a strong grasp on market events, we can tailor your investments with the macroeconomic trends we see.

 

Access the Value of a Second Opinion

Schedule a complimentary financial consultation with our team.