Greg Goernert, BA (Econ.), PFP, FCSI
Senior Investment Advisor
Greg Goernert is a Senior Investment Advisor at Canaccord Genuity Wealth Management. With 23 years of experience in management and advisory roles within the investment industry, Greg has developed a defined process for managing every element of a client’s financial life. This disciplined approach ensures that all opportunities are maximized and all risks are minimized. With a thorough understanding of every client’s unique situation, he recommends sophisticated, coordinated strategies that meet financial and lifestyle objectives, and his demonstrated successes lead to long-term, often lifetime client relationships.
Greg has a BA in Economics from Simon Fraser University. He completed the Canadian Securities Course with honours, holds the Personal Financial Planner (PFP) designation, and is a Fellow of the Canadian Securities Institute (FCSI) – the highest honour in the Canadian financial services industry. He is licensed to advise clients on options.