For over two decades, John has provided wealth management solutions to clients across Western Canada beginning with Edward Jones in 1998. His background also includes 15 years in the technology sector as well as exposure to the oil and gas industry.
With a Diploma of French Language Studies from Centre universitaire d'études françaises - Université Stendhal – Grenoble III, and the study of French Language, Literature and Civilization at Institut d'Etudes Francaises pour Etudiants, Université D'Aix-Marseille, John’s experiences in France align with Canaccord Genuity’s presence as a global wealth management firm.
Married to Patricia, John has two sons, Eric and Ian, and a daughter-in-law, Megan. Outside of the office, his interests include spending time with his grandchildren, perennial gardening and wine tasting. He is also Past President of the Rt. Hon. Sir Winston Spencer Churchill Society.
Sharon Wrusch is the Branch Administrator at Canaccord Genuity Wealth Management’s Edmonton branch. Sharon brings to her role over 26 years of experience in the investment industry, starting as a wireroom operator in 1989. She spent nine years as an Investment Advisor Assistant before joining Canaccord Genuity 16 years ago as a Branch Administrator, where her problem-solving skills, administrative expertise, and long-standing client relationships make her a “go-to” person in the office.
Outside of the office, she’s enjoys watching hockey and soccer. Sharon is married, with three grown children and one adorable grandson.
Managing Director, Wealth Management – Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.
Paul Marion is one of Canada’s leading wealth and estate planning professionals. He heads up the team of insurance, tax and estate planning specialists at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to joining Canaccord, Paul founded a financial planning service, Strategic Insurance, which specialized in sophisticated wealth management and tax planning services for high net worth clients and business owners. Before that, he spent over 10 years in management at large multinational manufacturing companies.
Paul holds the Chartered Life Underwriter (CLU) certification, which enables him to provide individuals, families and business owners with customized solutions for their income replacement, risk management, estate planning and wealth transfer needs.
Jeff Haggerty, CFP®, CLU, FMA®
Wealth & Estate Planning Specialist
Jeff partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy, and estate planning for individuals, professionals, and business owners. Jeff is dedicated to providing effective and customized solutions for each clients' unique goals.
Jeff has over 15 years of experience in the wealth management industry and holds the Certified Financial Planning (CFP), Chartered Life Underwriter (CLU), and the FInancial Management Advisor (FMA) designations.
Associate, Wealth & Estate Planning Services
Lucy partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, and legacy and estate planning for indiviuals, professionals and business owners. Lucy is dedicated to providing effective and customized solutions for each clients' unique goals.
Working closely with Jeff Haggerty and Ashley Searle, Lucy has experience in the wealth management industry and holds her Insurance License.
Ashley Searle, MBA, CFP
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.