David M. Townshend
Vice President & Sr. Investment Advisor
Mr. Townshend is a lead Investment Advisor with the Townshend & Somani Group with over 27 years of experience, helping private clients, businesses and institutions achieve their goals and objectives. He keeps himself up to speed on the ever changing economic and investment environments and the effect on client portfolios. Mr. Townshend is a prominent individual in the Canadian Investment community, used as a resource and advisor by a multitude of companies. He has repeatedly been successful in raising capital for new and emerging companies. Mr. Townshend was a member of the Chairman’s club in 2011, an award earned by advisors who are among the top 20 in a firm. Mr. Townshend balances his professional practice by spending family time with his wife and two boys. Additionally he coaches youth baseball and often spends summer weekends camping in the mountains with his family.
Rahim M. Somani, B.Comm, CFP, LLQP
Mr. Somani is one of the lead Advisors with Dave and Jeff. Rahim has attended distinguished schools such as University of Waterloo, University of Ottawa and Massachusetts Institute of Technology. In addition to his formal education Mr. Somani brings a vast array of business experience including an executive position with a private pharmaceutical company.
Mr. Somani has spent time as a Premier Banker with one of the world’s leading financial institutions, leading to a role as an Investment Advisor with a top Canadian firm. Mr. Somani specializes in all wealth management functions including portfolio design, retirement and educational planning.
He provides clients with a wide spectrum of investment products and services. Mr. Somani spends his time engaged in numerous voluntary projects and always eager to help in his community. He enjoys time with family and friends and always enjoys a casual discussion or debate regarding the economy, investments and sports.
Jeff Hunter, CIM, MFRE, PFP
Investment Advisor & Portfolio Manager
Jeff obtained his Master’s in Food and Resource Economics from the University of British Columbia after attending university in Missouri on a golf scholarship. Prior to joining the financial industry, Jeff worked on a project in Jakarta, Indonesia with Nathan Associates in a joint effort with the Association of South East Asian Nations and the US Agency of International Development to help link the private and public sectors and address the region’s socio-economic welfare.
Jeff joined Canaccord Genuity Wealth Management from Haywood Securities in 2011, where he worked alongside a Senior Portfolio Manager that specialized in growth investments. Jeff holds the Chartered Investment Manager (CIM) and the Personal Financial Planner (PFP) designations and is licensed to trade options. Jeff takes great care to understand each client’s financial needs and goals, focusing on delivering comprehensive wealth management services to his clients. With the knowledge that these needs and goals evolve over time, he ensures that wealth plans are nimble and adapt to changing market conditions and personal circumstances.
Jeff was born and raised in Whitehorse, Yukon and works extensively with high-net worth clients in British Columbia and the Yukon.
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, 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 brings to Canaccord an in-depth knowledge of the insurance industry along with solid interpersonal, communication and analytical skills. Adept at developing and leading productive teams, aligning company products with client needs and developing new products to improve usability, he is able to produce successful results by implementing plans to capitalize on lucrative opportunities. Paul works with Investment Advisors to cultivate and nurture relationships with them and their clients to generate insurance-based sales. He has over 19 years in sales and management experience and holds certification as a Chartered Life Underwriter, 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. For more than 80 years, the CLU designation has been widely recognized as a mark of excellence in the industry.
Ashley Searle, MBA, CFP
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.
Anne Jackson, CMA
Anne Jackson 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.
Please contact us to learn more about financial security planning and how we can help you realize your dreams.