William Hall, BA
Bill first came to the industry in 1999 beginning at Investors Group before ending up at Canaccord Genuity Wealth Management. Today as an Investment Advisor Bill’s private and institutional clients benefit from his leadership, counsel and expertise, enjoying boutique-style service with access to an extended network of professionals and the global insights of Canaccord Genuity.
Bill holds a degree in Political Science from the University of Calgary. In addition he holds many industry accreditations and continues to maintain, grow and stay fore front within the industry. Outside of the office Bill is an active supporter of the Canadian Cancer Society and enjoys time at the cabin, boating, skiing and travelling with his family. Bill can often be seen coaching lacrosse or cheering in a hockey arena.
Ashley Searle, MBA, CFP
Wealth And Estate Planning Specialist
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.
Paul Marion, CLU, CHS
Managing Director, Wealth Management – Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.
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).