"I have been working with Mike Magreehan and his team at Canaccord since 2008. I have always been most impressed with the knowledge, fact-based information and timely support that is provided. Mike’s solid business acumen, and global market knowledge along with his high degree of professional integrity offers the planning strategies that I am looking for in a financial advisor.
When I am asked by family, friends or colleagues on my financial planning priorities, my initial response is to highlight Mike and the Canaccord Genuity team for the key role they play in the management of our current and future financial goals.
Simply stated- A growing portfolio and people you trust"
Michael Bond, Vice President, BD Bioscience/ Country Leader- Canada
Client since 2008
"Ever since we made the decision over 10 years ago to seek out financial advice to help with our goals, Mike Magreehan and his team have been there for our family. Rarely do you find an advisor with the patience, technical skills and overall market knowledge that Mike brings to every discussion. We have relied on Mike to steer us through market upheavals over the years, and his strategies continue to keep us on track. From planning for our children’s education to building up our nest egg, Mike is always proactive and eager to share his thoughts and his time with us. Mike is truly our ‘trusted advisor’, and I look forward to his continued guidance throughout our working years as well our retirement years."
Joe Devitt, Partner, KPMG Canada
Client since 2004
"It has been a rewarding experience in many ways to have been associated with Mike Magreehan and his team at Canaccord over the past number of years. In my opinion, Mike has always had the best interests of his clients at heart. His financial advice has been consistently solid and he has been proactive with regard to my portfolio, not letting any development sit or slide. He is knowledgeable in many areas and willing to take the time to keep in touch and share information. Mike deals patiently with personal foibles, financial and otherwise. Mike has been an excellent financial advisor and I'm looking forward to working with him in the years to come."
Lindsay B. (retired)
Client since 2010
"For over a dozen years, Mike, John and Chantelle have been looking after our future goals for financial planning and investment needs. The team brings their collective experience and talent together by understanding our specific financial situation, to provide a strategic outlook and ensure regular progress aligns with that strategy. On a defined regular basis they provide check points, as well as throughout the year, they will reach out to us when circumstances arise that align with our goals to ensure we are able to take advantage of market conditions that will work in our favor.
We trust their advice and professionalism and through measurable deliverables they provide the results we need as active partners in our future. They continuously upgrade their respective knowledge and skills to stay current within the industry and watch trends that may be changing to exploit those trends and match our long term goals. We look forward to continue working with the team as our life needs change from raising our family, preparing them through post-secondary school, and ultimately helping ensure we are looked after in our retirement."
Roger Brooks, Director, Information Technology & Sandra Brooks, Director of Care
Clients since 2002
"We have worked with Mike for over 10 years and when we retired in 2007 he set our investments up primarily to provide a steady monthly income, but also looking to increase the value of our portfolio. A steady monthly income is the most important thing for us. The big crash of 2008 could have been a major disaster for us but the income kept coming and we tried very hard not to dwell on the falling stock prices. Mike did a fabulous job of getting us through those very tough times and now our investments are the highest they have ever been and that is after taking a steady monthly income for over 7 years. Mike contacts us when he thinks a change is needed and we trust him to do the best for us.
We highly recommend Mike and his team to anyone needing investment advice."
Paul and Valerie (retired)
Clients since 2003
"I’ve been very pleased with my dealings with Mike Magreehan and his team at Canaccord over the years. He has proven to be fully knowledgeable relative to the investment business. I have found Mike to be extremely careful in determining my financial requirements and limitations. His recommendations have been prudent, considerate, and never overbearing. Mike has proven to be astute business-wise, and is very familiar with business developments and with the business climate generally.
I have found Mike to be at all times reliable and trustworthy."
Stewart Mank, BA, Bachelor of Laws, Juris Doctor (retired lawyer)
"My wife and I were recommended to Mike by a friend. I had been complaining that we never received advice from our previous advisor, even when we asked. As well, we felt we were spinning our wheels financially, because our investments only seemed to increase in value by whatever we contributed. So, we arranged a meeting with Mike, and on hearing our story, he calmly told us that his team could help. He profiled us and within a few days, he presented us with a plan. Quality companies with good dividends. Even in 2008 we only dipped, no free fall. Mike is easy to talk to, has a good sense of humour, and he is a person one instantly trusts. Best of all, our portfolio has gone up in value."
B. Kirkland (retired)
Clients since 2005
Lysnes Magreehan - Cash Flow Investing