Russell T. Dratwa, CIM, CFP
Senior Investment Advisor
Russ began his career in the financial industry in 1987 and has been with Canaccord Genuity Wealth Management since 2003. He is fully accredited as an Investment Advisor, Certified Financial Planner and Portfolio Manager. Russ’ focus is on serving his clients’ core financial needs, which may range from more conservative or complex investments to tax, financial, insurance, estate*, and Group Benefits planning solutions from Canaccord Genuity's strategic estate planning partners. He is also dedicated to staying up-to-date on current market trends as the “Voice of Edmonton Business” on TSN 1260. Russ was also a regular guest on the local community program, Alberta Primetime.
Russ keeps in close contact with his clients through his weekly newsletter, Your Wealth, Our Commitment, which provides industry updates and investment insights. He is also an active member of the Edmonton community, supporting a number of charitable causes.
Michael Borosiuk, B.Comm, PFP
Michael began his career in the financial industry in 2001 after graduating from the University of Alberta with a Bachelor of Commerce, majoring in Finance. He is a fully accredited Investment Advisor, with a Professional Financial Planning designation, who has been with Canaccord Genuity Wealth Management since 2002. On a daily basis, he works closely with clients to develop customized financial strategies, assist clients with investing, transfers, and tax and retirement planning. Michael has serviced clients during both volatile and stable markets, and strongly believes that open communication and regular updates are imperative. He conducts frequent meetings with clients to review performance, reconfirm their financial goals and make adjustments as economic or lifestyle changes occur. As a member of an established team, Michael keeps his clients up to date with the changing market landscape, and is well positioned to provide clients with unique investment opportunities. Michael works to anticipate market trends while keeping the investment objectives of his clients at the forefront.
Outside of his professional life, Michael and his wife, Carri, have two young sons. In their spare time, Michael and Carri are active community members who volunteer and support a number of local causes. Michael is also an avid golfer, and coaches both of his boys’ hockey teams.
Associate Investment Advisor
Jeff began his career in the financial industry in 1998 after graduating from Concordia University of Edmonton. He joined the RD Wealth Advisory Team at Canaccord Genuity in 2019.
Jeff works closely with clients to understand their financial goals and direction. He is a firm believer in performance analysis and follows a process to support investment decisions.
Outside of work, Jeff has a son and daughter who are involved with multiple sport organizations. He is also a board member for the Sherwood Park Minor Hockey Association.
Investment Advisor Assistant
Cheryl Kindleman has worked with Russ at Canaccord Genuity Wealth Management for 11 years, and brings over 30 years of industry experience to her role as an Investment Advisor Assistant. Cheryl has held a wide range of client service, management and administrative positions with a variety of financial institutions and has gained extensive and valuable knowledge of the industry. Cheryl is the backbone of administration services and an integral part of our ability to provide exceptional service that puts our clients first.
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.
Insurance and estate planning services offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.