Erik Benson, CFA CIM
Investment Advisor & Portfolio Manager
Erik is an Investment Advisor and Portfolio Manager at Canaccord Genuity Wealth management, with 25+ years of experience in the financial services industry. He earned his Bachelor of Arts degree from Simon Fraser University and holds both the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM) designations.
His passion for the capital markets and research is the foundation upon which client portfolios are designed. Paramount to his process is the proactive assessment of each client’s risk management and sophisticated investment needs in developing their investment policy statement (IPS).
Investment Advisor Assistant
Lori Kennedy is our licensed assistant. Extremely talented and dedicated, she is an indispensable member of the group and has responsibility for managing operations. Her desire to excel at customer service adds to the positive energy and efficiency of our team. She brings a wealth of experience in the investment industry both in the back office and as a licensed sales assistant, having held positions with both Canaccord Genuity and a competitor. Lori is adept at meeting our retail and institutional clients’ needs. Lori is a mother with two young children who enjoys camping and cycling with her family, and she is an animal enthusiast who has both canine and feline pets.
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.
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).
Anne Jackson, CMA
Wealth & Estate Planning Specialist
Anne Jackson, a Certified Management Accountant (CMA), specializes in developing advanced financial, tax and estate planning solutions for our clients. Insurance-licensed and currently working towards her CFP designation, Anne brings years of taxation and accounting experience to the group.
Anne holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.