Markus Muhs, CFP®, CIM®
Investment Advisor & Portfolio Manager
Markus is dedicated to putting his clients’ interests ahead of all else.
Markus started his career as a Financial Planner with TD Waterhouse in 2007, at the eve of the worst financial crisis in a generation. By establishing a practice that focuses on comprehensive financial planning and behavioral investment counselling he was able to guide his clients through the storm with their portfolios and retirement plans intact.
Markus graduated with honors from Northeastern University, majoring in International Business and Management Information Systems. He also holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and is committed to continuing education.
A Paul Harris Fellow, and chair of the International Service Committee of the Rotary Club of Edmonton, Markus focuses his volunteer activities on causes aimed at promoting literacy and health around the world.
Markus applies the Rotary 4-Way Test to his business and all of life's pursuits:
Is it the TRUTH?
Is it FAIR to all concerned?
Will it build GOODWILL and BETTER FRIENDSHIPS?
Will it be BENEFICIAL to all concerned?
Jeff Haggerty, CFP®, CLU, FMA®
Wealth & Estate Planning Specialist
Jeff started his career in financial planning over 15 years ago. Over the last 10+ years he has focused on comprehensive planning for high net worth individuals such as business owners, professionals, and farmers, to deal with their more complex needs. In 2016 he joined Canaccord Genuity Wealth & Estate Planning Services as Edmonton’s Wealth & Estate Planning Specialist. Previously, he held roles with RBC Wealth Management as a Financial Planning Specialist for the Edmonton area, and Director, Estate and Financial Planning, for Sun Life Financial.
Jeff's areas of expertise are planning for retirement income, estate preservation and protection, taxation, and business and farm succession. He also provides consultation on unique situations clients are exposed to such as U.S. Estate Tax and filing obligations, reviewing buy sell arrangements for businesses to ensure adequate funding, assessing risk for wealth protection, etc.
Jeff will work closely with your other advisors, such as your accountant, lawyer, and investment advisor, to help guide implementation of your plan.
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