Erica Szczech

Erica Szczech, CIM, FMA

Investment Adviser & Portfolio Manager

Background

When I was growing up, money was a taboo subject. Having little knowledge about the realities of saving, spending and investing; I look back and see I was set up for failure. During University, I had a time of out-of-control spending and ended up hitting rock bottom. I learned a valuable lesson about what we can do with money and how to use it. It was then when I discovered the value of having goals to create a Plan for positive spending, saving and eventually investing habits.

My focus then changed from a marketing graduate to a finance enthusiast. I knew I wanted to work with other individuals and families to get them on the path to financial success and I would show them how on many different levels – whether through financial planning, tax advice, estate solutions or simply general savings strategies. My love for wealth management soon transpired!

Experience

With two decades of experience in the financial industry as an Investment Advisor and Portfolio Manager, I believe I have the knowledge and skills to help people reach their financial potential. I specialize in strategic wealth planning and portfolio management, and work closely with my clients to create opportunities that fit their unique goals. My passion stems from working with a variety of clients; successful families who want to mitigate risk and feel comfortable investing; professionals who entrust an advisor so they can focus on their work; and entrepreneurs who welcome a result-driven team, committed to helping them reach the next level.

I am a licensed Portfolio Manager (PM), a prestigious title which qualifies me to manage client portfolios on a discretionary basis. I also hold the Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations, and earned a Marketing degree from the British Columbia Institute of Technology.

When I'm not working, I enjoy spending time with my family in our community - biking, meeting friends, traveling and practicing my cooking skills.

Jena Karmali

Business Development Associate

Jena Karmali is a Business Development Associate and a 3rd-year Finance and International Business student at Simon-Fraser University's Beedie School of Business. She has previously worked as a Marketing & Events Coordinator at BlueShore Financial, Summer Intern at Robert Half Finance & Accounting, and a Volunteer in the Branding & Communications sector at RBC. Jena enjoys volunteering as a team leader at the Aga Khan Foundation and is a part of several other community-related initiatives.

Paul Marion, CLU, CHS

Managing Director, Wealth Management Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.

Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd.  Prior to working at Canaccord, 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.


He holds certification as a 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. He is also a Certified Health Specialist (CHS).

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.

 

 

*Insurance and estate planning services are offered by Canaccord Genuity Wealth & Estate Planning Services Ltd.