Markus Muhs, CFP®, CIM®
Investment Advisor & Portfolio Manager
Markus started his career in financial planning with TD Waterhouse in 2007, at the eve of the worst financial crisis in over a generation. Seeing his own and his client’s account balances plummet so early in his career, he learned quickly the importance of ensuring that every invested dollar is tied to stated goals by way of a comprehensive financial plan. The 2009 market crash, and the bull market that followed, also affirmed that every bear market is just a short-term interruption to a long-term permanent up-trend.
While the first part of his career at the bank provided a great training ground, helping “boomer” aged clients prepare for their approaching retirement, Markus felt that selling proprietary commission-based mutual funds wasn’t the ideal way to implement his clients’ wealth strategies. Joining Canaccord Genuity Wealth Management in 2013, most of his newer clients are of younger age cohorts and need proper unbiased financial planning more than ever at their stages of life. For this reason, Markus offers advice-only planning, for an hourly fee, alongside his portfolio management business.
Markus graduated with honors from the D’Amore-McKim School of Business at Northeastern University and has held the Certified Financial Planner (CFP®) designation since 2009. In 2015 he attained the Chartered Investment Manager (CIM®) designation and since 2016 he has been able to provide discretionary investment management as a Portfolio Manager.
An active Rotarian, Markus focuses his volunteer activities promoting literacy and health around the world. In his years working at a major bank he observed rampant financial illiteracy among customers of all ages, so he also devotes his time to promoting financial literacy through Junior Achievement, blogging, and advancing the financial planning profession as a founding member of the Financial Planning Association of Canada.
If you’re looking for sophisticated investment products, market beating returns, and an advisor who believes the client is always right, you may have come to the wrong place. If you understand that reaching your goals has more to do with your own financial discipline than with stock or fund picking, and can tolerate someone who will occasionally be brutally honest with you but will always put your long-term financial interests ahead of all else, then connect with Markus via one of the links below.
Jeff Haggerty, CFP®, CLU, FMA®
Wealth & Estate Planning Specialist
Jeff started his career in financial planning over 15 years ago. Over the last 10+ years he has focused on comprehensive planning for high net worth individuals such as business owners, professionals, and farmers, to deal with their more complex needs. In 2016 he joined Canaccord Genuity Wealth & Estate Planning Services as Edmonton’s Wealth & Estate Planning Specialist. Previously, he held roles with RBC Wealth Management as a Financial Planning Specialist for the Edmonton area, and Director, Estate and Financial Planning, for Sun Life Financial.
Jeff's areas of expertise are planning for retirement income, estate preservation and protection, taxation, and business and farm succession. He also provides consultation on unique situations clients are exposed to such as U.S. Estate Tax and filing obligations, reviewing buy sell arrangements for businesses to ensure adequate funding, assessing risk for wealth protection, etc.
Jeff will work closely with your other advisors, such as your accountant, lawyer, and investment advisor, to help guide implementation of your plan.
Associate, Wealth & Estate Planning Services
Lucy partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, and legacy and estate planning for indivduals, professionals and business owners. Lucy is dedicated to providing effective and customized solutiions for each clients' unique goals.
Lucy joined CGWM in 2018 and holds her life insurance license. She is currently working towards attaining the Certified Financial Planner (CFP®) designation.
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