Senior Investment Advisor
Passionate about the financial industry and diligent about performing research and analysis that keeps him ahead of the curve, Peter Zloty designs sophisticated financial solutions for successful business owners, C-suite professionals and individuals on the cusp of retirement.
With more than a decade of experience at Canaccord, Peter is known for a disciplined, process-oriented approach that ensures clients’ current and future financial needs are met. Clients seek him out because his advice goes well beyond investments, encompassing everything from wealth protection and retirement planning to succession and estate planning.* They remain with him over the long term because of his expertise, insight and dedication to fostering client relationships.
Associate Investment Advisor
With more than a decade of experience in the financial services industry, Anup Chokshi is adept at creating and implementing innovative investment and retirement planning strategies tailored to each client’s specific needs. His expertise includes constructing portfolios that deliver long-term results and transforming stocks into income-producing assets. His focus is on managing risk and incorporating practical exit strategies to facilitate growth while accounting for market ebbs and flows.
Clients appreciate Anup’s strategic focus, creative solutions and ability to tailor a foundation of proven investment strategies to align with an investor’s priorities and preferences. They have confidence in his recommendations because of his steady approach and diligent commitment to risk management.
Paul Marion, CLU, CHS
Managing Director, Wealth Management – Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.
Paul Marion is responsible for wealth and 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).
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.