Our Mission:
Our full-service, wealth management practice delivers strategies and opportunities to help clients grow, protect and transfer their wealth.
Our Philosophy:
We are listeners. We hear what is important to our clients and respond to their financial goals through careful financial planning to both preserve and grow their wealth. Whether it is to retire comfortably, provide for a good education for your children, or plan for a tax-efficient distribution of your wealth, we can help. Through comprehensive financial advice, first-class service and open communication, our clients are informed investors working alongside our team towards financial freedom.
A full range of services and investments are available to our clients, including:
Financial Management Planning and Advisory Services:
- Investment Portfolio Management
- Retirement Planning
- Estate Planning
- Cash Flow Management
- Risk Management
Investments:
- Stocks
- Income Trusts
- Preferred Shares
- New Issues
- Private Placements
- Flow Through Investments - Tax Shelters
- Bonds, Debentures, GICs
- Mutual Funds
- Hedge Funds
- Indexes
We have expertise in dealing with the following personal finance situations:
- Stock Options
- Inheritance
- Early Retirement and Severance Pay
- Commuted Pensions
Jason Del Vicario, Associate Portfolio Manager and Senior Investment Advisor
Jason has over thirteen years of investment management experience and holds both the Certified Financial Planning (CFP) and Chartered Financial Analyst (CFA) designations. As Investment Advisor, Jason specializes in portfolio management and estate planning. With his finger on the pulse of the market, he regularly reviews with clients the progress of their financial plan to ensure the greatest returns. Prior to Canaccord Corporation, he worked at Investors Group for over six years. Born and raised in Vancouver, Jason spends his spare time doing volunteer work with his founded organization bocce.ca and enjoys fishing, traveling and playing squash.
Ashanthi Munaweera, Investment Advisor
Ashanthi is an Investment Advisor with Canaccord Capital in Vancouver. In addition to helping clients with financial planning, she specializes in client services and is the backbone of the administrative operations. She has over thirty years experience in financial management and sales and has held positions with the Teachers' Credit Union, Context Associated and Investors Group. Ashanthi is currently working towards her Certified Financial Planning (CFP) designation. Originally from Sri Lanka, Ashanthi has lived in Vancouver since 1974 and enjoys cooking, the arts and music.
Amber Rowell, Marketing
Amber focuses on client acquisition through various marketing strategies She assists in streamlining business operations and managing the practice. Amber has over ten years experience in client services, marketing and special event planning and has held positions with City of Burnaby, Warner Brothers UK and School District No. 36. She holds a BA from Simon Fraser University and is currently working towards her certificate in Event Marketing from BCIT. Amber lives in Vancouver and likes traveling, patronizing the arts and biking.
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
