Senior Investment Advisor Adrienne has had extensive experience and education in the investment and wealth management field over the last 20 years. She holds a Bachelor of Commerce Degree, majoring in Finance, from the University of British Columbia. In her early career, she worked as a personal banker at CIBC and Coast Capital Savings. She later entered the brokerage industry, where she earned her Chartered Financial Analyst (CFA) designation and various others, such as the Chartered Investment Manager (CIM) and the Personal Financial Planner (PFP). In 2002 she joined Canaccord Genuity, back when it was known as Canaccord Capital. Today she celebrates her 20th year with the firm. Adrienne’s role is to help you reach your financial goals by customizing portfolios that reflect your unique values. She is passionate about empowering women to take control of their finances and help them reach their life goals. As a member of the Responsible Investment Association, she is certified to introduce sustainable investing into her portfolios to help build a brighter world for future generations to come. When Adrienne is not working, she enjoys spending time with her two daughters, hiking, spinning and attending symphonies, operas and ballet performances.
Investment Associate Mackenzie is a graduate of the Gustavson School of Business at the University of Victoria; specializing in finance and accounting. During his time at Gustavson, Mackenzie had the opportunity to study abroad in Marseille, France at the KEDGE school of business in the Masters of Finance program – a top 50 program in Europe. In his spare time Mackenzie enjoys exploring BC’s back country, snowboarding, golf and staying active in the gym.
Investment Advisor Assistant Paulina joined Adrienne Fung Wealth Management in 2013. She administers client services where her well rounded expertise and attention to detail allow her to meet your multi-faceted needs. Originally from Mexico, Paulina graduated with a BBA and a Financial Management Diploma from Langara College. She has since completed several courses with the Canadian Securities Institute. Paulina loves to travel and enjoys spending her time exploring new and exciting places.
Marketing Associate Haley specializes in digital marketing and business development to ensure that you have the very best experience with Adrienne Fung Wealth Management. Having previously worked directly with local entrepreneurs and high net-worth families, she brings a unique perspective to the team. She is passionate about building legacy brands, financial literacy and sustainability. Haley is a graduate from McGill University with a degree in Economics and Communications.
Wealth & Estate Planning Specialist Anne Jackson is a Wealth & Estate Planning Specialist with Canaccord Genuity Wealth Management (CGWM), a leading independent wealth management firm in Canada. Anne partners closely with CGWM Investment Advisors to provide comprehensive financial planning, wealth protection, tax mitigation, legacy and estate planning for individuals, professionals and business owners. Anne is dedicated to providing effective and customized solutions for each clients’ unique goals. Anne has over 10 years of experience in the wealth management industry and holds the the Certified Management Accountant (CMA) and the Chartered Professional Accountant (CPA) designations.
Adrienne Fung Wealth Management