Quinn Waddington, CFA

Investment Advisor

I have over nine years’ experience in the industry and hold the Chartered Financial Analyst® designation, one of the highest designations in our profession. I enjoy working with people to build a financial roadmap that achieves all of their goals and finding ways to help them achieve those goals sooner. I aim to be your personal “go-to” for all of you financial needs and use a large network of professionals to make sure my clients are always in the best financial position.

I was raised in the New Westminster area and was always involved in the city through sports, events and clubs. I have always enjoyed the closeness of the community and appreciated the shared values of looking after your neighbours and helping others. Those values are the reason I take great pride in raising my three sons, AJ, Bennett and Caden, along with my loving wife Liz, in my home town.  Both Liz and I are always looking for ways to be involved in local charities and events as well as experiencing all that the area has to offer with our three boys. I am proud to be a Director of the Royal City Rotary Club, the New Westminster Chamber of Commerce and the New West Hospice Society.

I pair my value of helping others with my knowledge, experience and passion in managing and protecting wealth by creating quality financial plans and helping clients understand what can sometimes be the murky world of investing, working with clients to not only develop a plan but also support them before and through retirement.

 

 

David Cavey

Investment Advisor Assistant

David has a background in international relations and finance which allows him to carry out his job providing overall assistance to clients on Quinn's team.  He opens new accounts, performs account transfers, does daily trading, and manages day-to-day administrative operations like fund transfers and account updates.

David graduated from Vancouver College Secondary and went on to McGill University in Montreal where he graduated with a Bachelor of Commerce in International Management.  David is dual licensed in the US and Canada as a Registered Representative and also hold his options license.  He is currently working on his Chartered Investment Manager designation.  He is committed to giving back to the community and volunteers his time on political campaigns at all levels of government, with the Red Cross, and with local NGOs for at-risk youth.  In his spare time, he enjoys skiing at Whistler Blackcomb and hiking the many local trails around Metro Vancouver. 

Strategic Partner

Anne Jackson, CMA

Wealth & Estate Planning Specialist

Anne Jackson, a Certified Management Accountant (CMA), specializes in developing advanced financial, tax and estate planning solutions for our clients. Insurance-licensed and currently working towards her CFP designation, Anne brings years of taxation and accounting experience to the group.

Anne holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.

Paul Marion, CLU, CHS

Senior Vice President, Wealth & Estate Planning

Paul Marion is responsible for wealth and 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. He holds certification as a Chartered Life Underwriter (CLU), 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. He is also a Certified Health Specialist (CHS).


 

 

TESTIMONIAL

Having not received much attention from our former advisor and not having a financial plan in place, we decided to seek a second opinion from Quinn.  He helped guide us through the process and showed us how different scenarios would affect our retirement.  He has been very attentive to our needs and provides us with the right amount of attention and care.  We would recommend him to others looking for financial help and retirement planning. 

— W. & L. Sinkler

 

 

 

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