Michael Cassady, BBA
Senior Investment Advisor
As a Senior Investment Advisor at Canaccord Genuity Wealth Management, Michael assists high-net-worth individuals and their families in creating, monitoring and implementing financial plans to meet their unique needs.
Preservation of capital is key to financial success and, ultimately, peace of mind. My goal is to create a unique, high-quality, non-correlated portfolio that performs in today’s volatile market environments.
Are your current investments suitable for today’s globally sensitive markets? Have you diversified your assets so they are non-correlated? Have you appropriately hedged yourself against severe market swings?
Today’s financial landscape has shown us that volatility is here to stay. Thanks to the proliferation of derivatives, the speed of information flow and the complexity of the intersecting world economies, severe market swings are becoming the norm. I truly believe that investors need to rethink traditional investment strategies to assure your finances are structured in a way to secure you and your family’s future given the current landscape.
Michael has a degree in Accounting and Finance from Simon Fraser University and is in the process of completing his Chartered Investment Manager designation.
Business Development Associate
Nik serves as the latest addition to the Cassady Group and assists with new business development. Having worked in the industry at Canaccord for one year, Nik brings experience communicating with high net worth individuals on a regular basis. Nik is currently in the process of completing his Registered Representative designation and, upon completion he plans to obtain the Chartered Investment Manager's designation in the near future and to enrol in the CFA examination.
Nik is intrigued by what motivates investors to make the decisions that they do and, as such, has taken a liking to the impact a strong social media presence can have on investor sentiment. In developing new business for the Cassady Group, Nik looks to engage both clients and prospects online in relevant
Nik achieved a degree in Business Management and Organizational Studies with a specialization in Consumer Behaviour from Western University in London, Ontario. While at school, Nik went on a one-year exchange to Germany where he studied at the European Business School in Frankfurt and enjoyed frequent vacations around the continent. At Western, Nik was a proud member of the Varsity Men's Rugby team and helped lead the team to a first place finish in 2011 and two silver medals in 2012 and 2013.
Paul Marion, CHS, CLU
Managing Director, Wealth Management - Canada
Paul is responsible for wealth & estate planning at Canaccord 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 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