Senior Vice President, Investment Advisor
Kathy works with high-net-worth individuals, families and institutions, helping them advance their wealth management goals.
Beginning her career at Xerox before transitioning to wealth management, Kathy is an alumni of Merrill Lynch and Midland Walwyn. With over three decades of experience, Kathy prides herself on her many long-term client relationships, many of which span over 30 years.
Drawing on her experience and commitment to giving back to the community, Kathy is an advocate for financial education for women, women in wealth and is an active supporter of the Arts in West Vancouver. She enjoys spending time with her family, boating, traveling, and visiting her daughter, an opera singer, in New York City.
Beginning her investment industry career in 2010, Jennifer joined Sager Financial Group in 2013. Acting as the first point of contact for many clients, Jennifer prides herself on her approachability and dependability. She is responsible for day-to-day trading, client service and manages the team’s seminars and events, helping to ensure that clients are up to date on relevant industry and life milestone topics.
Jennifer has completed several courses through the Canadian Securities Institute including her Canadian Securities Course and Canadian Practices Handbook.
Born and raised on Vancouver Island, Jennifer moved to Vancouver in 2010. She is an avid runner, a soon-to-become licensed yoga instructor and spends most of her time in Horseshoe Bay with her toy poodle Archie.
In her role as Investment Associate, Kerry is dedicated to delivering thoughtful and proactive client attention and care - always putting client needs first.
Kerry completed a Bachelor of Arts degree and a Diploma of Accounting, both at University of British Columbia. She has also completed several courses through the Canadian Securities Institute including her Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials.
In her spare time Kerry enjoys playing badminton, spending time with her dog Almond, and exploring the Vancouver food scene.
Justin started his career in Financial services 10 years ago and has worked with both corporate and retail clients and their families in shaping their financial goals and executing tailored solutions. He has been a company top performer and Award Recipient throughout his career before advancing to Canaccord Genuity. He takes great pride in the relationship aspect of the business, where communication and transparency are at the forefront. Before Finance, Justin worked in the film industry where he raised capital for feature film projects and worked with some of the most renown Producers in the city. Justin also has a great passion for sports, where he represented Canada in baseball in both 2004/2005 and went on to play at the University of Hawaii on a full scholarship. His competitive nature and energy he brings to the business is refreshing; where sophisticated financial strategies, performance and service is at the core. Further, being a high-level athlete has provided Donnelly with a great understanding of teamwork. He uses this approach to leverage professional relationships through his network of Accountants, Lawyers, lending specialists and Investment Analysts to produce the strongest and most consistent risk-adjusted results for his clients.
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