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Anthony Suprun, P. Eng, MPA

Senior Investment Advisor

T: 519.428.7525

F: 519.428.1198

TF: 800.301.9379

anthony.suprun@canaccord.com

Jamie Suprun, Hon B. Comm

Senior Investment Advisor

T: 519.428.7525

F: 519.428.1198

TF: 800.301.9379

jamie.suprun@canaccord.com

Jamie began his career in the investment industry in 1999. A graduate of the University of Guelph, with an Honours Bachelor of Commerce degree in Industry and Finance, he has achieved several industry designations to provide clients with the best quality advice and care. Jamie completed his Canadian Securities License in 2001. He is also an insurance representative, which allows the use of insurance for tax sheltering and estate planning*. Furthermore, Jamie is responsible for day-to-day investment management and reviews with clients and, along with Tony, he designs and implements complete financial and investment plans for clients of all types. Jamie has completed rigorous education requirements to enable him to provide clients with a complete package of wealth management solutions. Jamie's dedication to continually improve his technical knowledge gives him the skills and expertise to help clients achieve their goals with innovative wealth management strategies.

Kristopher Lee, CIM

Associate Investment Advisor

T: 519.428.7525

F: 519.428.1198

TF: 800.301.9379

Kristopher is fully securities licensed and earned his Certified Investment Manager's designation from the Canadian Securities Institute in 2010. Additionally, he has completed the CSC and the PFP from the Canadian Securities Institute. He is focusing on behind-the-scenes communications for The Suprun Investment Team, as well as portfolio analytics. Kristopher is an integral part of the team and is dedicated to earning the trust of each and every client. His primary responsibilities include providing professional service to assist our clients in achieving their long and short-term goals.

Corinne Puddy

Branch Administrator

Corinne has proven to be an invaluable member of the team since 2000. She is a key element to the growth and development of the team’s business. She is likely your first contact person, and it is her responsibility to ensure your needs are addressed or directed to the team member who is best suited to address your request. Corinne also takes care of cheque requests, setting up banking, opening accounts and transferring assets, name and address changes, account inquiries regarding balances, transactions, statements and history, Canaccord online enrolment and modifications, stock quotes, RRSP contributions, RIF payments, and transfers between accounts.

Cathy Suprun, Hon B.A.

Rebecca Suprun, Hon B.Comm Finance

Assistants

Both Rebecca and Cathy are integral members of the team. Rebecca and Cathy contribute to our efforts though handling many specialized marketing efforts, seminars, and client appreciation events. Furthermore, they are the planners of many of the educational sessions that the team conducts. In addition, they will often complement administrative duties when called upon.

*Offered through Canaccord Estate Planning Services Ltd.

Strategic Partners

Paul Marion, CLU

Vice President and National Sales Manager, Estate Planning

As part of the Complete Canaccord Advisor Services group, Paul and his team of Estate Planning Specialists provide wealth management services to Advisors, resulting in tailored wealth strategies and solutions for our clients. Adept at developing and leading productive teams, aligning solutions with client needs and developing new products to improve usability, he has produced successful results by implementing plans to capitalize on large wealth management opportunities.

Prior to joining Canaccord, Paul founded a financial planning service specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. He has over 19 years in sales and management experience and holds certification as a Chartered Life Underwriter, 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.

The Suprun Wealth Management team is an experienced and independent group of investment advisors. Our established, disciplined investment philosophy is customized to meet the individual investment objectives of Canadians, for whom the team delivers a high level of service, with the utmost integrity, in a trustworthy and confidential manner.

The reputation of the Suprun Wealth Management team, earned over many years, has given it access to key people and resources that help it meet client needs. The team’s strong relationships within the financial community and the business community at large, coupled with its other research techniques; provide clients with a superior investment experience. Our established relationship with accountants, lawyers, insurance and mortgage professions ensure our clients have access to advice on all maters relating to their Financial, Estate, Tax and Investment Plans.

Based in Simcoe Ontario, Suprun Wealth Management manages money for affluent clients who are looking for a full range of advice and product offerings.

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Wealth Services

As an investor it is of the utmost importance to have a solid plan to turn your dreams into reality. The Suprun Investment Team can help you do exactly that by providing a complete set of wealth creation and wealth management tools.

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Process

Our most important job as Financial Advisors is to listen to you - to understand your needs and your dreams for the future. We will take the time to uncover and understand your specific investment goals and the timeframes needed to achieve them.

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