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Strategic Partnerships

Anne Jackson, BBA, CMA, CPA, QAFP

Wealth & Estate Planning Specialist

Anne specializes in providing tax planning solutions for our clients, and holds a BBA from SFU, a concentration in Accounting and Finance. She also holds a CPA designation and brings years of taxation and accounting experience to the group. Anne currently holds her QAFP designation and is also Insurance licensed.

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.

Tony Dwyer

Sr. Managing Director & Chief Market Strategist

Tony Dwyer joined Canaccord Genuity following the acquisition of Collins Stewart in March 2012, and currently serves as the Head of U.S. Macro Group, Chief Market Strategist, and member of the Firm’s U.S. Operating Committee. Prior to joining Canaccord Genuity, Tony served as a Senior Managing Director and Chief Equity Strategist for Collins Stewart LLC from 2010-2011. Prior to joining Collins Stewart, Tony served as the Chief Equity Market Strategist for FTN Financial’s equity arm from 2003-2010. In addition to his analyst role at FTN, Tony also held the title of Co-Director of Research, Chairman of the Investment Committee and sat on the firm’s Operating Committee.

As a Strategist, Dwyer is best known for the practical application of macroeconomic and tactical market indicators designed to assist institutional clients in making intermediate-term market and sector investment decisions. He is frequently seen and quoted on the various Financial News outlets such as CNBC, Barrons, FOX Business, and Bloomberg.

Tony is a graduate of Le Moyne College where he earned a Bachelor of Arts degree in Political Science and currently sits on the LeMoyne College Endowment Fund Investment Committee. He lives in New Jersey with his wife and two sons, enjoys being a private pilot, scuba diving, sky diving, adventure racing, and all outdoor sports.

Martin Roberge, CFA, MSc, BBA

Managing Director, North American Portfolio Strategy

Martin Roberge serves as Portfolio Strategist and Quantitative Analyst at Canaccord Genuity. He is responsible for providing tactical asset mix and sector rotation research and recommendations to the firm’s retail and institutional clients. Previously, he held similar roles at Dundee Securities and National Bank Financial. Martin acquired money-management expertise as the lead portfolio manager of absolute-return funds at Natcan Investment Management and Crystalline Management. Over the years, Martin has been highly ranked as a portfolio strategist and quantitative analyst in Canada, according to the Brendan Wood International survey. He holds the CFA designation and is a member of the Montreal Society of Financial Analysts. He completed a Bachelor of Business Administration in Finance from Bishop’s University and a Master of Science in Finance from l’Université de Sherbrooke.

Derek Dley, CFA, BComm

Managing Director, Head Of Research

Derek Dley is a consumer products analyst and the Head of Canadian Research with Canaccord Genuity, leading a team of 23 analysts covering 11 sectors. He joined Genuity Capital Markets' equity research department in 2008. Prior to joining Genuity, Derek worked in equity research at a multinational independent investment bank. He has consistently been a top-ranked analyst in the StarMine Analyst Awards from Refinitiv. Derek holds a Bachelor of Commerce with Distinction from the University of Victoria and is a CFA charterholder.

Kevin Vandermeer, CFA, BComm, FCSI

Managing Director, Investments & Advisory Solutions

Kevin is Lead Portfolio Manager of the investment team. Prior to joining Canaccord Genuity in the fall of 2017, Kevin launched his own hedge fund and worked for one of Canada’s largest banks where he co-managed C$3.7 billion. Kevin has been recognized as one of Canada’s TopGun Investment Minds as well as a previous recipient of a Lipper Award for outstanding fund performance. Kevin graduated from the University of Toronto with a Bachelor of Commerce with distinction, is a CFA charterholder and a Fellow of Canadian Securities Institute (FCSI).

Graham Saunders

Vice Chairman, Head Of Origination

Graham Saunders joined Canaccord Genuity in 1996, developing expertise in institutional equity sales while also establishing extensive institutional and corporate relationships across diverse industries. From his roles as first Head, then Co-Head of Institutional Equity Sales in 2016, Graham moved to Equity Capital Markets to lead the Origination Team, and in 2018 was made Vice-Chairman. Graham has been instrumental in the Capital Markets business for Canaccord Genuity and has played an integral role in establishing the firm as the leading investment bank for over two decades. Graham was a pioneer for Canaccord Genuity in both the Gaming and the Cannabis sectors from the early inception of these now prolific industries. With extensive capital markets experience, Graham continues to lead the firm’s Canadian Origination Team and its investment and advisory practices towards cutting edge and emerging industries.

Jeffrey Blanco, MBA

Managing Director, Head Of FX

Jeff joined Canaccord Genuity in 2017 and is responsible for foreign exchange activities which includes spot trading, forwards, options, and risk management solutions.  Prior to joining Canaccord Genuity, Jeff ran the foreign exchange trading operations at several institutions as well as the currency overlay programs at  major Canadian asset management firms. Jeff holds an MBA from Dalhousie University and a Bachelor of Arts (Honours) in Economics from the University of Manitoba

Javed Mirza, CFA, CMT, MBA, BComm

Director, Technical Analysis

Javed Mirza joined Canaccord Genuity’s Canadian research team as a technical analyst in 2017 with over 10 years of technical analysis experience. Previously, he worked in finance at a Canadian bank and on the derivatives pricing desk at State Street Canada. Javed has a Bachelor of Commerce from the University of Toronto and received his MBA from the Queen's School of Business. He holds the CMT and CFA designations and is a member of both the Canadian Society of Technical Analysts and the Toronto CFA society.

Robert Young, MBA

Managing Director, Equity Research
Canadian Technology Specialist

Robert Young joined Canaccord Genuity as a technology analyst as part of the integration of Genuity Capital Markets in 2010. Previously, Robert worked as a technology strategy consultant with IBM and as a systems engineer for Nortel Networks. Robert was ranked as a top earnings estimator (software/ IT services) in the 2018 StarMine Analyst Awards from Refinitiv. He holds an MBA from the Richard Ivey School of Business at the University of Western Ontario, as well as a Bachelor of Engineering from McMaster University.

Derek Lovett

Vice President, Portfolio Solutions

Derek has been with Canaccord Genuity for 10 years, and currently serves as Vice President, Portfolio Solutions for Canaccord Genuity Wealth Management. The group oversees the Investment Counselling (ICP), Private Investment Management (PIM), non-discretionary fee-based and product platforms at CGWM. Derek works as the first point of contact with external asset management partners and oversees the day to day operations of the ICP and PIM programs Derek also maintains CGWM’s Mutual Fund & ETF Recommended Lists and sits on CGWM’s Product Review and Investment Management Committees.
 

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

Canaccord Genuity Wealth Management (USA) Inc. (“CGWM USA”) representatives and advisors may only conduct business with residents in states or jurisdictions where they are properly registered based on the services being provided. Not all investments and services mentioned on this website are available to clients of CGWM USA. This website may provide links to other Internet sites for the convenience of users. CGWM USA is not responsible for the availability or content of these external sites and does not endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites.