Canaccord adds to advisor momentum with another hire following BPS Wealth Management team move
Canaccord Genuity Wealth Management has added Michael Brook to its Calgary office as a senior portfolio manager and senior investment advisor.
Brook joins from Richardson Wealth, bringing over two decades of experience in the investment industry.
He holds the Chartered Investment Manager (CIM) designation and began his career in 2002 at an independent firm.
His practice centres on helping individuals, families, and business owners manage portfolios using a structured investment approach.
According to his Canaccord Genuity Wealth Management profile, Brook tailors strategies to client objectives while aiming to control tax exposure and risk.
His portfolios are diversified geographically, by asset class, and across sectors.
Matt Cicci, head of the Private Client Group at Canaccord Genuity Wealth Management, said, “We are very pleased to welcome Michael."
He described Brook as having a “thoughtful, long-term approach” and praised his “commitment to client success.” Cicci added that the firm remains focused on providing advisors with the necessary platform and support.
Brook said, “I’m confident this move will allow me to better serve my clients and continue growing my business.”
He also noted that he focuses on the long-term effects of his advice as clients navigate major financial decisions.
This latest addition follows a series of moves aimed at expanding Canaccord Genuity’s advisor base.
In September, Wealth Professional reported that the firm welcomed the BPS Wealth Management team from CIBC Wood Gundy. The team—comprised of Tom Porteous, Eric Southam, and Jay Fitch—manages $1.4bn in client assets.
At the time, Cicci said the addition highlighted “the growing momentum at CG,” citing the firm’s platform and support for high-net-worth client service.
He noted that sophisticated practices are increasingly joining the firm due to its “unique culture” and commitment to advisors.
