Erica Stephenson, CIM, FMA
Investment Adviser & Portfolio Manager
With over two decades of experience in the financial industry as an Investment Advisor and Portfolio Manager, Erica has the knowledge and skills to help people reach their financial potential. She specializes in strategic wealth planning and portfolio management, and works closely with her clients to create opportunities that fit their unique goals.
Her passion stems from working with a variety of clients; inter-generational 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 results-driven team committed to helping them reach their goals.
She is a licensed Portfolio Manager (PM), a prestigious title which qualifies her to manage client portfolios on a discretionary basis. She also holds the Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations, and earned a marketing degree from the British Columbia Institute of Technology.
When she's not working, she enjoy spending time with her family in the community - exploring, meeting people, traveling and practicing her culinary skills.
Natalie has been employed with Canaccord Genuity Wealth Management for over five years working previously within the Branch Administrator's office. She brings a wealth of experience on the administration of your account and is happy to answer your questions. Your requests will be processed in a timely and efficient manner.
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.