Cash Flow Investing

PrintPrint

Cash Flow Investing

Like it when someone answers the phone? We are one of the very few companies with staff dedicated to answering your phone calls. Please feel free to call.

As Investment Advisors we are able to service clients in the following province(s): British Columbia, Alberta, Manitoba and Ontario. If you live outside of these jurisdictions, please contact the Canaccord office nearest you. Click here to send me an email.

Trevor Perepolkin, CFP

Investment Advisor

With ten years experience in providing retirement planning advice and services to self-employed and dedicated investors, Trevor realized that having access to all investment products under one roof was the way of the future and therefore joined Canaccord Wealth Management.

Trevor completed his Certified Financial Planner (CFP) designation in 2002. At that time he was one of the youngest 0.5% of people in the world to have obtained the CFP designation. Trevor completed the Canadian Securities Course with honors and completed Financial Services Business diploma from Okanagan University College where he served as Student President.

Trevor, better known as TJ because of his curling successes, is also the President of the Vernon Curling Club and is a board member of the Vernon and District Community Land Trust.

Sharmon Massey, PFP

Branch Administrator

Sharmon has been working with David Poggemiller and Canaccord Wealth Management for more than 14 years. Sharmon is the Branch Administrator and completed her Canadian Securities Course in 2001 and her PFP designation in 2004.

Sharmon was born and raised in McBride BC and moved to Vernon in 1986. She has been married to Steve for 14 years and has two beautiful daughters, McKinnley and Emma. In her spare time Sharmon enjoys spending time with her family, walking, skating, skiing and working in her yard.

Canaccord Capital - Vernon

3108-30th Avenue
Vernon, British Columbia
V1T 2C2 Canada

Free customer parking is available in the alley behind office. Access the alley from 31st Street, right behind the National Bank Financial/Sprott Shaw building.

Canaccord Capital Head Office

P.O. Box 10337 Pacific Centre
2200 - 609 Granville Street
Vancouver, British Columbia V7Y 1H2
 

Canaccord Wealth Management is a division of Canaccord Genuity Corp., Member-Canadian Investor Protection Fund.

© 2012 Canaccord Genuity Corp.  Privacy Policy  |  Legal Disclaimer

The information on this web site is intended for use by persons resident and located in Alberta, British Columbia, Manitoba, Ontario only.

Website Design For Financial Services Professionals | Copyright 2012 AdvisorWebsites.com. All rights reserved