Dwight Mann, B. Comm., CIM
Senior Vice President, Investment Advisor & Portfolio Manager
Dwight’s 25 years of experience, remarkable work ethic and passion for his craft have propelled him to the top of his profession. He has been recognized by his peers, management, and clients for delivering exceptional investment returns while effectively managing risk. Dwight personally oversees the implementation of the established investment plan for each client’s account.
Dwight started his career in 1993 as an Investment Advisor with Richardson Greenshields, and worked with RBC Dominion Securities from 1995-2000. In 2000, Dwight joined National Bank Financial and rose quickly as one of the firm’s top portfolio managers. He was recognized as Senior Vice President in 2010. In 2018 Dwight moved to Canaccord Genuity Wealth Management.
Dwight holds a Bachelor of Commerce degree from the University of British Columbia, and attained his Chartered Investment Manager (CIM) designation and Portfolio Manager title in 2008 and 2009, respectively.
Jordan James, B.A., CIM
Investment Advisor, Portfolio Manager
Jordan began his career in 2009 partnering up with Dwight Mann at National Bank Financial. He was recognized as Junior Broker of the Year for West Coast Region in 2012, and was a top 3 finalist in the National Awards of Excellence in 2013. As Dwight's right hand man, Jordan works together on account management, client communication and business development. In 2018 Jordan moved to Canaccord Genuity Wealth Management.
Jordan holds a Bachelor of Arts degree from the University of British Columbia, studying economics and History. Jordan earned his Chartered Investment Manager (CIM) designation and Portfolio Manager title in 2013 and 2015 respectively. He is currently working on his personal Financial Planner (PFP) designation.
Ilia Nizker, CFA, B.Comm.
Associate Investment Advisor
Ilia joined the Mann Team in 2014. Previously with RBC Dominion Securities and National Bank Financial, Ilia is primarily focused on development of new business, as well as building custom-tailored investment solutions for entrepreneurs and professionals. Ilia holds a Bachelor of Commerce (Finance) degree from the University of British Columbia as well as the Chartered Financial Analyst (CFA) designation.
Marlaena has over 15 years of experience in the financial services industry and joined the Mann Team in 2009. Marlaena brings extensive administrative experience to her role, overseeing all office administration to ensure a high quality of service is provided to our clients.
Anna Tan, B.Comm.
Anna graduated from the University of British Columbia with a Bachelor of Commerce in 2016 and shortly thereafter became licensed as an Associate. Since joining the Mann Team in 2017, Anna provides day-to-day management of client accounts and assists with servicing clients.
Paul Marion, CLU, CHS
Managing Director, Wealth Management - Canada
Senior Vice President, Wealth & Estate Planning
Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord Genuity, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies. Paul has over 16 years of experience in the wealth management industry and holds certification as a Certified Health Specialist and Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer.
Anne Jackson, CMA
Wealth & Estate Planning Specialist
Anne Jackson, a Certified Management Accountant (CMA), specializes in developing advanced financial, tax and estate planning solutions for our clients. Insurance-licensed and currently working towards her CFP designation, Anne brings years of taxation and accounting experience to the group.
Anne holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.