Russell T. Dratwa, CIM, CFP

Senior Investment Advisor
Portfolio Manager

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

Investment Advisor

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.

Cheryl Kindleman

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.

Corinne Richard

Administrative Assistant

Corinne assists Cheryl Kindleman in all areas of client service and administration. Corinne has worked in the financial services industry since 1999 as a dedicated and focused administrative professional. She is fluent in both French and English, born and raised on the eastern shore of New Brunswick, and moved to Alberta in 1996 when her husband Paul was posted to CFB Edmonton. 

Singing is a passion,  Corinne is a long-time member of Les Chantamis Choir of Edmonton, and has had the opportunity to travel to Europe several times with the choir, to attend festivals and competitions. She loves spending time with her family and three grandchildren. Tending to her garden and flowers is also a favorite pastime. 

Strategic Partners

Paul Marion, CHS, CLU

Managing Director, Wealth Management - Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.

Paul Marion is one of Canada’s leading wealth and estate planning professionals. He heads up the team of insurance, tax and estate planning specialists at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to joining Canaccord, Paul founded a financial planning service, Strategic Insurance, which specialized in sophisticated wealth management and tax planning services for high net worth clients and business owners. Before that, he spent over 10 years in management at large multinational manufacturing companies.

Paul holds the Chartered Life Underwriter (CLU) certification, which enables him to provide individuals, families and business owners with customized solutions for their income replacement, risk management, estate planning and wealth transfer needs.

 

Insurance and estate planning services offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.

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.

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