Doris has been helping investors realize their financial goals for over 19 years. She has successfully completed a number of Canadian Securities Institute programs, including Professional Financial Planning, Certified Senior Advisor and the Life Insurance License, levels 1 and 2.
A cornerstone of Doris' business is her commitment to personal service. She has a proven track record of working with clients and their families to address all of their financial needs and meet their life goals.
Doris is actively involved in the community. She participates in the Animal Rescue Foundation (ARF), and enjoys golfing, hiking, travelling and spending time with family and friends.
Investment Advisor Assistant
Warren has worked in the financial industry since 2016, after graduating from SAIT with a Bachelor of Business Administration in Accounting. After starting off his career as a Controller for a luxury jewelry store in Calgary, Warren made the move to Canaccord Genuity in 2018. He completed his Canadian Securities Course and CPH Course in 2019, and is fully licensed. Since joining Canaccord Genuity, Warren has facilitated the onboarding of over $3billion in assets, and his diverse experience is a valued asset to the team.
Ashley Searle, MBA, CFP
Wealth & 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.
Insurance and estate planning services offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.