Summit Wealth Partners team expands Canaccord Genuity's Calgary wealth advisory services
Canaccord Genuity Wealth Management has announced that Summit Wealth Partners has joined its Calgary office.
Led by senior portfolio managers and investment advisors Alex Senkiw, Mike Pickard, David Hunt, and Jacob Baranowski, Summit Wealth Partners specialises in delivering financial solutions for high-net-worth clients, including individuals, families, and businesses.
The team manages $400m in client assets, providing customized financial plans covering retirement, tax, investments, and estate planning to meet clients' long-term objectives.
According to his LinkedIn profile, Senkiw, a portfolio manager and investment advisor, has 15 years of experience helping clients navigate financial challenges and achieve their goals, including tax, estate, insurance, philanthropic, and business succession planning.
Started as a CPA, Senkiw worked in corporate finance with Unilever and SAP before joining Richardson Wealth in 2015.
Pickard’s LinkedIn profile highlights his experience advising affluent clients, including business owners, executives, and medical professionals, and their families.
Pickard, a former entrepreneur, emphasizes a long-term approach to wealth management, balancing income-generating securities with growth investments.
His portfolio strategies include high-quality dividend stocks, fixed-income assets, and managed funds to support clients’ current and future financial needs.
Hunt was an investment advisor with Richardson Wealth Limited since 2007, bringing over 17 years of experience in investment advising. While, Baranowski has nearly eight years of experience at Richardson Wealth before moving to Canaccord Genuity.
Branch Manager Stacey Kempe of Canaccord Genuity’s Calgary office welcomed Summit Wealth Partners, stating, “We are excited to have [them] and their team join us.”
“Summit Wealth Partners is a perfect fit for Canaccord Genuity Wealth Management, given their dedication to delivering personalized, long-term financial strategies. Their client-centric approach aligns with our values, focusing on providing tailored, high-touch solutions that meet the unique needs of each client,” she continued.
Summit Wealth Partners commented on their transition to Canaccord Genuity, stating that the firm's resources and technology support their approach to comprehensive financial planning and enhance their ability to offer clients solutions tailored to their needs.
