Scott Carlson, BBA, CIM
Portfolio Manager & Investment Advisor
Scott has over 14 years of experience at Canaccord Genuity Wealth Management. Prior to joining CGWM, Scott spent multiple years advising clients at Canada’s largest bank. He possesses an extensive background in both global financial markets and client relationship management. Scott received his Bachelor of Business Administration majoring in Finance from Simon Fraser University. Scott also holds the Chartered Investment Manager (CIM) designation. Focused and driven, Scott’s years of passion and dedication to the investment business are evident with his clients.
Scott lives in North Vancouver with his wife Stacy, daughter Sienna and dog Zoey. Outside of the office, you can find Scott hiking on the North Shore, playing golf, tennis, hockey, softball, travelling and enjoying time with family and friends.
Paul Marion, CHS, CLU
Managing Director, Wealth Management – Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.
Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord Genuity, 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 specializes in providing tax planning solutions for our clients, and holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance. She also holds a Certified Management Accountant (CMA) designation and brings years of taxation and accounting experience to the group. Anne is insurance licensed and is currently working towards her CFP designation.
Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients. She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.