Jeff Scruton, BACS

Investment Advisor

As an Investment Advisor with Canaccord Genuity Wealth Management in Toronto, I draw on 10 years of wealth management experience to create and monitor financial roadmaps personalized to each client, including sophisticated investment and estate planning strategies*.

I am committed to transparency, clarity and ingenuity, and believe strongly in the importance of investor education to avoid common mistakes and take advantage of the most promising opportunities.  My consultative approach focuses on guiding you to make the most responsible financial decisions that will ultimately help you to lead a richer life.

I hold a Bachelor of Administrative and Commercial Studies with a specialization in Finance from the University of Western Ontario.  I am also insurance* and options licensed, and have completed the Professional Financial Planning course with the Canadian Securities Institute.

Strategic Partners

Michael Bellamy, PFP

Wealth & Estate Planning Specialist

As a Wealth Specialist, Michael provides frontline client support, mapping out clear and efficient solutions to estate and wealth planning challenges. Michael started his career in the financial industry at Arrow Capital Management, before joining the Wealth and Estate Planning team at Canaccord Genuity Wealth & Estate Planning Services Ltd. He holds the Personal Financial Planner designation as well as a Bachelor of Commerce from McMaster University.

Anne Jackson, BBA, CMA

Wealth & Estate Planning Specialist

Anne specializes in providing tax planning solutions for our clients, and holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.  She also holds a Certified Management Accountant (CMA) designation and brings years of taxation and accounting experience to the group.  Anne is insurance licensed and is currently working towards her CFP designation.

Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients.  She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.

*Offered through Canaccord Genuity Wealth & Estate Planning Services Ltd

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