Awards and Recognitions


  •  - Barron's 2020 Top 50 Institutional Consultants List (#8)
    • Top Ranked California-based team in 2020 (#1)


  •  - Barron's 2019 Top 50 Institutional Consultants List (#27)
    • Top 3 California-based teams in 2019 (#3)


  •  - Wealth Professional 2017 Top 50 Advisors in Canada (#2)


  •  - Wealth Professional 2017 Top 50 Hot List


  •  - Wealth Professional 2016 Blackrock Award for Portfolio/Discretionary Manager of the Year (Finalist)
  •  - Five-Star 2012 Wealth Manager Award (Winner)


Canaccord Genuity Wealth Management (USA) Inc., member FINRA and SIPC.

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