I began my career in the financial industry ten years ago after graduating from University of Victoria where I earned a BA in History and a minor in Commerce. The intellectual curiosity that led me to study History continues to propel me to remain vigilant in gaining knowledge about the constantly changing financial landscape. I employ this innate desire to learn more, coupled with insights from fellow advisors and Canaccord Genuity Wealth Management’s industry-leading global research to recommend investment portfolios that reflect my diverse clients’ needs, wants and values. I believe in a detailed discovery process and a straightforward, honest, and responsive approach to client service.
Reliability, attentiveness and great empathy are symbols of service that I take great pride in. I am effectively supported by a team of administration, and investment products specialists whose teamwork and professionalism have helped me build long-term relationships with my growing client base and provide excellent customer service.
In my free time I enjoy cooking, sports, reading - spy novels are my favourite, and being active outdoors. Whether it’s skiing in the winter, or hiking in the fall, I grew up in BC and love to take advantage of all this beautiful place has to offer!
Investment Advisor Assistant
David has a background in international relations and finance which allows him to carry out his job providing overall assistance to clients on Evan’s team. He opens new accounts, performs account transfers, does daily trading, and manages day-to-day administrative operations like fund transfers and account updates.
David graduated from Vancouver College Secondary and went on to McGill University in Montreal where graduated with a Bachelor of Commerce in International Management. David is dual licensed in the US and Canada as a Registered Representative and also hold his options license. He is currently working on getting his insurance license in Canada. He is committed to giving back to the community and volunteers his time on political campaigns at all levels of government, with the Red Cross, and with local NGOs for at-risk youth. In his spare time, he enjoys skiing at Whistler Blackcomb and hiking the many local trails around Metro Vancouver.
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.
Paul holds certification as a Certified Health Specialist and 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.
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.