Harris Watson, CIM , FCSI
Harris has a passion for helping people reach their most important goals. More than 20 years ago he moved to Calgary and began his career in personal finance with Canada Trust where he helped families with mortgages, business lending, and mutual fund investments.
After many rewarding years at the bank Harris made the move to Yorkton Securities to focus his efforts on helping families invest and grow their wealth. At Yorkton/Blackmont he specialized in raising capital for Canadian resource companies. Harris worked hard to develop and hone the skills necessary to be successful in investment consulting and retail corporate finance. “Helping individuals grow their wealth by building successful businesses in Canada is truly rewarding.” he explains.
When Harris and his team moved to Canaccord Genuity Wealth Management in 2009, it provided the opportunity to expand his horizons once again. Harris’ clients appreciate the deep understanding of personal finance and capital markets that his breadth of experience provides. Harris and his team engage their clients in a consultative and distinct approach to overall Wealth Enhancement, expertly maintaining the ideal balance between capital growth and preservation. It is imperitive that we fully understand our clients objectives so we can work together to control the risk and maximize opportunity” he says.
Always looking to grow personally and professionally, Harris has earned his Chartered Investment Manager (CIM) designation, is a fellow of the Canadian Securities Institute (FCSI) and and is a licensed Portfolio Manager. Away from the office Harris enjoys golf, playing hockey and coaching his daughter’s hockey team. Along with his wife Lynda and their two beautiful girls, he loves living in Calgary, in the shadow of the Rocky Mountains, and all that it provides.
Senior Investment Advisor
Bob Shewchuk is a veteran advisor with over 30 years of market experience. He has built a solid reputation in the industry for his tireless work ethic and dedication to his clients. Bob’s integrity and spirit have helped him to become a leader and consistent top producer over the years. His wealth of experience has been an invaluable tool for guiding his clients through all varieties of market conditions.
Bob began his advisory career in 1985 in Winnipeg and he joined Yorkton Securities as a branch Partner in 1986. Bob transferred to Toronto a few years later and in 1992, he headed west to Calgary, where he became Yorkton’s largest western shareholder and the firm’s perennial top advisor. Bob grew up in the heart of Canadian mining country, Red Lake, Ontario and the Canadian resource sector has always been a focus of his investment strategy. Early in his career Bob was a pioneer of the JCP/CPC program and over the years he has been involved in raising over 2 billion dollars in Canadian public markets. Since joining Canaccord, Bob has continued to grow his unique Wealth Enhancement business and team. Bob’s group in Calgary service a large, diverse clientele that benefit from his strategic approach; providing unique wealth creation investments alongside a platform of complete wealth management solutions.
Investment Advisor Assistant
Marie plays a central role in ensuring that our clients enjoy a consistent bespoke experience. With over 30 years of experience in the financial services industry, Marie confidently administers several aspects of the client relationship including trade execution, maintaining accounts, managing transfers and responding to client inquiries on all products and services. Her well rounded experience and professionalism make her an essential asset to our team. In her time away from the office, Marie enjoys working out at the gym and travelling.
Wealth & Estate Planning Specialist
Ashley collaborates with clients and wealth partners to create long-term, customized financial plans. She has been a Certified Financial Planner since 1997 and has extensive experience in retirement and financial planning. Prior to joining Canaccord Genuity, Ashley worked for TD Waterhouse Canada Inc. She has held a number of management positions in financial services in sales, service and training. Ashley has a BA from the University of Western Ontario and an MBA from Dalhousie University.