Senior Investment Advisor
With 20 years of experience as an Investment Advisor, David has a proven track record of providing his clients with exceptional service and attention to their unique financial needs. He and his team work diligently to ensure the most appropriate asset allocation and diversification within each of his client’s portfolios. David puts a strong emphasis on the trust his clients can put in him. He ensures that he has a deep understanding of their financial objectives and risk tolerance, and is committed to providing the clarity they need to feel confident in their working relationships. David has spent his career aiming to exceed the expectations of his clients and their families.
Prior to joining Canaccord Genuity, David worked at TD Wealth. His Team has used a clearly defined investment process and investment philosophy to always look at the uniqueness of each family unit. He graduated from Queens University with a BA Honors in Business and Political Science. David lives in Toronto with his wife and 3 children and their rescue dog. In his free time, David is committed to coaching his children in competitive hockey. He founded and co-chairs the 3TO6 Team that raises funds for youth recreational programs in Regent Park as part of the revitalization of the area.
Andrew Foote, CFA
Andrew joined Canaccord Genuity after 25 years as a successful head trader and managing director at RBC, CIBC, and Raymond James. His years of experience investing on behalf of large institutions and managing risk for his employers have given him a unique perspective on the markets and individual stock selection. This has allowed him to create tailored, dynamic portfolios on behalf of private clients.
He is a deep value, contrarian style of investor, preferring mid and large-sized companies, most of which would be considered “Blue Chip’ and pay dividends. He develops ‘bespoke’ personalized portfolios for his clients consisting of up to 40 names across multiple geographies and industry groups.
Andrew and his family enjoy skiing, tennis, and summers on Georgian Bay. He is a long time supporter of Plan Canada, United Way of Toronto, Queens University, and the Princess Margaret Cancer Foundation.
Investment Advisor Assistant
As a seasoned investment professional with more than 10 years’ experience, Lisa possesses numerous industry certifications and an unwavering passion for client satisfaction. Having supported several high-performance advisors, Lisa brings with her a wealth of expertise servicing the needs of high-value clients. She joined Canaccord Genuity in 2018 as the Licensed Assistant in Durno Advisory Group and has focused on daily operations and client service. In her spare time, Lisa enjoys spending time with family, travelling and working out.