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Kathy Sager

Senior Investment Advisor

Kathy Sager is an Award-Winning Senior Investment Advisor at Canada’s largest Independent brokerage firm, Canaccord Genuity Wealth Management. Kathy provides holistic planning to High-Net-Worth individuals and families, helping them advance their wealth management goals. What truly separates Kathy from other Advisors, is her high-touch communication with her clients and extraordinary ability to connect with them on a deeper, more personal level. Kathy has many long-lasting relationships; some of which have spanned over her entire career since 1980. Her philosophy has always been to build connections with Portfolio Managers with the most brilliant minds in the industry, proper asset allocation and strong diversification. She has been extremely successful in providing clients with impressive alpha and protection in all market conditions.

While she is recognized as one of the top female advisors in Canada, Kathy learned at a young age how to be resilient and survive in a competitive workforce dominated by men. Kathy began her career with the Xerox Corporation as a sales representative, where she completed one of the most extensive and disciplined sales training programs at that time. From there, she was hired by Merrill Lynch as a rookie broker and within the first six months, was the biggest performer in the branch. Shortly after beginning her career in finance, she started teaching and educating women in wealth and has continued to do so to this day. Through her wisdom, perspective and commitment, Kathy has guided many of her clients to reach their lifelong dreams by achieving exceptional returns year over year. Her ability to communicate complex financial concepts through understandable terms, is what makes her stand out amongst the rest.

Kathy lives in West Vancouver with her husband Mark, three dogs and one cat and has a passion for the arts, as her daughter is a professional Opera singer in New York City. She has been an avid supporter of The Kay Meek Centre in West Vancouver since its inception twenty years ago and is also a donor to numerous Animal Rescue initiatives and charities globally.

Jennifer Johnson

Senior Investment Advisor Assistant

Jennifer was born and raised on Vancouver Island and attended VIU before relocating to Vancouver in 2010. She began her career at RBC Dominion Securities in West Vancouver then moved to CIBC Wood Gundy in 2013 to join with Kathy Sager. Jennifer’s adaptability, resiliency and dynamic personality make her an intricate team player that is able to step into many roles. Jennifer is our first point of contact, maintains core client relationships, security transactions as well as construction and execution of portfolio proposals.

Jennifer has completed several courses through the Canadian Securities Institute including Canadian Securities Course, Canadian Practices Handbook, Building a Mutual Fund Advisory Practice and is licensed through IIROC as Investment Representative. In her down time, She is an avid runner, licensed yoga instructor and has a passion for health and wellness. Jennifer spends most of her spare time with her toy poodle Archie, reading, hiking and spending time in nature.

Kerry Chong

Senior Investment Associate

In her role as Investment Associate, Kerry is dedicated to delivering thoughtful and proactive client attention and care - always putting client needs first. She has been working in the industry for 10 years and is dedicated to growing her knowledge of Capital Markets and Financial Planning. Kerry completed a Bachelor of Arts degree and a Diploma of Accounting, both at the 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. +Options/derivatives licensed. In her spare time Kerry enjoys playing badminton, Tennis, Snowboarding, watching Netflix , and exploring the Vancouver food scene.

Strategic Partners

Anne Jackson, BBA, CMA, CPA, QAFP

Wealth & Estate Planning Specialist

Anne specializes in providing tax planning solutions for our clients, and holds a BBA from SFU, a concentration in Accounting and Finance. She also holds a CPA designation and brings years of taxation and accounting experience to the group. Anne currently holds her QAFP designation and is also Insurance licensed.

Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients. She is committed to fully understanding a client’s individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.

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