Meet Our Team

With more than 30 years of wealth management experience, I am personally responsible for investment recommendations to clients. I joined Canaccord Genuity in 2018, because I believe it makes me a better advisor, able to do an even better job for clients:

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Drawing on over a decade of experience in the financial services sector, Thomas guides clients through a wide range of wealth management needs and oversees the research and due diligence for numerous investment strategies within the team. Additionally, he spearheads the development of new business with professionals and entrepreneurs, offering guidance through a comprehensive second opinion and portfolio proposal process. Moreover, Thomas actively fosters connections between our clients and a diverse array of experts within our network, aiming to enhance the value we deliver to our high-net-worth clientele

Outside of work, Thomas finds joy in outdoor activities and traveling alongside his wife and two young daughters. He also dedicates himself to giving back to the community through involvement in charitable endeavors and volunteering efforts.

Lara collaborates closely with our team to deliver thorough financial planning, wealth preservation, tax management, and estate planning services tailored to the needs of individuals, professionals, and business owners. Committed to crafting personalized solutions aligned with each client’s distinct objectives, Lara holds the Financial Planner designation (F.P.I) and serves as a financial security advisor.