Greg Goernert, BA (Econ.), PFP, FCSI
Senior Investment Advisor
Greg Goernert is a Vice President and 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.
Kate Nodora, RRC
Associate Investment Advisor
Kate Nodora is an Associate Investment Advisor at Canaccord Genuity Wealth Management. Prior to joining the Goernert Team, she held various positions in the banking industry, from Customer Representative to Financial Advisor. She brings in over 10 years of financial services experience, responsible for day to day office administration and customer experience management. She is a Registered Retirement Consultant® and assists the Senior Investment Advisor in putting together reports and investment plans for clients. Kate graduated from the University of Alberta with a Bachelor’s Degree in Political Science. She is a Registered Representative and currently working towards her CFP designation.