Ashley Searle, Mba, Ba, Cfp, Fea
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Ashley Searle, Mba, Ba, Cfp, Fea Email & Phone Number

Wealth and Estate Planning Specialist at Canaccord Genuity Group Inc.
Location: Greater Calgary Metropolitan Area, Canada, Canada 7 work roles 3 schools
1 work email found @cgf.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Canaccord Genuity Group Inc.
Role
Wealth and Estate Planning Specialist
Location
Greater Calgary Metropolitan Area, Canada, Canada
Company size
973 employees

Who is Ashley Searle, Mba, Ba, Cfp, Fea? Overview

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Quick answer

Ashley Searle, Mba, Ba, Cfp, Fea is listed as Wealth and Estate Planning Specialist at Canaccord Genuity Group Inc., a company with 973 employees, based in Greater Calgary Metropolitan Area, Canada, Canada. AeroLeads shows a work email signal at cgf.com and a matched LinkedIn profile for Ashley Searle, Mba, Ba, Cfp, Fea.

Ashley Searle, Mba, Ba, Cfp, Fea previously worked as Wealth & Estate Planning Specialist at Canaccord Genuity Group Inc. and Financial Planner at Td. Ashley Searle, Mba, Ba, Cfp, Fea holds Master Of Business Administration - Mba from Dalhousie University.

Company email context

Email format at Canaccord Genuity Group Inc.

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*@cgf.com
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AeroLeads found 1 current-domain work email signal for Ashley Searle, Mba, Ba, Cfp, Fea. Compare company email patterns before reaching out.

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Profile bio

About Ashley Searle, Mba, Ba, Cfp, Fea

Experienced Wealth and Estate Planner with a demonstrated history of working in the financial planning, investment and insurance industry.

Listed skills include Estate Planning, Strategic Financial Planning, High Net Worth Individuals, Financial Advisory, and 14 others.

Current workplace

Ashley Searle, Mba, Ba, Cfp, Fea's current company

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Canaccord Genuity Group Inc.
Canaccord Genuity Group Inc.
Wealth and Estate Planning Specialist
Calgary, AB, CA
Website
canaccordgenuitygroup.com
Employees
973
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Company profile
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7 roles

Ashley Searle, Mba, Ba, Cfp, Fea work experience

A career timeline built from the work history available for this profile.

Wealth & Estate Planning Specialist

Current
Canaccord Genuity Group Inc.

Calgary, Canada Area

Advise high net worth and ultra high net worth executives, professionals, business owners and families on wealth and estate planning including succession, trust, and life insurance planning as well as strategic philanthropy. This involves regularly collaborating with local and international Lawyers and Accountants.

Nov 2015 - Present

Financial Planner

Td

Calgary, Canada Area

Advised clients on accumulation, preservation and transition of wealth through comprehensive financial planning while working with TD Trust and TD Insurance

Oct 2011 - Nov 2015

Financial Services Representative

Td

Advised clients on the accumulation, preservation and transition of wealth through investment, credit and banking solutions while working with partners in TD Wealth and TD Trust

Jul 2010 - Sep 2011

Manager, Financial Planning Program Development

Td

Toronto, Canada Area

Identified training needs and provided training to a new department of Financial Planners

May 1998 - Sep 2000

Manager, Service & Quality, Td Asset Management Inc.

Td

Toronto, Canada Area

Managed investment call centres across Canada, developed national standards, scheduled 130 people, recruited and hired over 80 people, coordinated training

May 1997 - May 1998

Sales Manager, Td Asset Managment Inc.

Td

Vancouver, Canada Area

Managed 20 employees serving affluent clients through investment, treasury and planning solutions

Apr 1996 - May 1997
Team & coworkers

Colleagues at Canaccord Genuity Group Inc.

Other employees you can reach at canaccordgenuitygroup.com. View company contacts for 973 employees →

MZ Marvin Zwikler Marvin Zwikler Colleague at Canaccord Genuity Group Inc. Montreal, Quebec, Canada, Canada View → RC Ross Carroll Ross Carroll Colleague at Canaccord Genuity Group Inc. Vancouver, British Columbia, Canada, Canada View → IM Imee Marigza Imee Marigza Colleague at Canaccord Genuity Group Inc. Vancouver, British Columbia, Canada, Canada View → OE Omar El Masri, Masc Omar El Masri, Masc Colleague at Canaccord Genuity Group Inc. Vancouver, British Columbia, Canada, Canada View → JU Justin Ulster Justin Ulster Colleague at Canaccord Genuity Group Inc. Canada, Canada View → KB Ken Brown Ken Brown Colleague at Canaccord Genuity Group Inc. Vancouver, British Columbia, Canada, Canada View → JS John Shillito John Shillito Colleague at Canaccord Genuity Group Inc. Calgary, Alberta, Canada, Canada View → SW Sarah Windsor-Lewis Sarah Windsor-Lewis Colleague at Canaccord Genuity Group Inc. Surrey, England, United Kingdom, United Kingdom View → ML Marc-André Lalonde, Asa, Cfa Marc-André Lalonde, Asa, Cfa Colleague at Canaccord Genuity Group Inc. Montreal, Quebec, Canada, Canada View → JT John Travaglini John Travaglini Colleague at Canaccord Genuity Group Inc. Richmond Hill, Ontario, Canada, Canada View →
3 education records

Ashley Searle, Mba, Ba, Cfp, Fea education

Family Enterprise Advisor (Fea), Family Enterprise Advice

University Of Alberta

Offered through the Business School at U of A (as well as the Ivey School of Business and the Sauder School of Business), the FEA program.

FAQ

Frequently asked questions about Ashley Searle, Mba, Ba, Cfp, Fea

Quick answers generated from the profile data available on this page.

What company does Ashley Searle, Mba, Ba, Cfp, Fea work for?

Ashley Searle, Mba, Ba, Cfp, Fea works for Canaccord Genuity Group Inc..

What is Ashley Searle, Mba, Ba, Cfp, Fea's role at Canaccord Genuity Group Inc.?

Ashley Searle, Mba, Ba, Cfp, Fea is listed as Wealth and Estate Planning Specialist at Canaccord Genuity Group Inc..

What is Ashley Searle, Mba, Ba, Cfp, Fea's email address?

AeroLeads has found 1 work email signal at @cgf.com for Ashley Searle, Mba, Ba, Cfp, Fea at Canaccord Genuity Group Inc..

Where is Ashley Searle, Mba, Ba, Cfp, Fea based?

Ashley Searle, Mba, Ba, Cfp, Fea is based in Greater Calgary Metropolitan Area, Canada, Canada while working with Canaccord Genuity Group Inc..

What companies has Ashley Searle, Mba, Ba, Cfp, Fea worked for?

Ashley Searle, Mba, Ba, Cfp, Fea has worked for Canaccord Genuity Group Inc. and Td.

Who are Ashley Searle, Mba, Ba, Cfp, Fea's colleagues at Canaccord Genuity Group Inc.?

Ashley Searle, Mba, Ba, Cfp, Fea's colleagues at Canaccord Genuity Group Inc. include Marvin Zwikler, Ross Carroll, Imee Marigza, Omar El Masri, Masc, and Justin Ulster.

How can I contact Ashley Searle, Mba, Ba, Cfp, Fea?

You can use AeroLeads to view verified contact signals for Ashley Searle, Mba, Ba, Cfp, Fea at Canaccord Genuity Group Inc., including work email, phone, and LinkedIn data when available.

What schools did Ashley Searle, Mba, Ba, Cfp, Fea attend?

Ashley Searle, Mba, Ba, Cfp, Fea holds Master Of Business Administration - Mba from Dalhousie University.

What skills is Ashley Searle, Mba, Ba, Cfp, Fea known for?

Ashley Searle, Mba, Ba, Cfp, Fea is listed with skills including Estate Planning, Strategic Financial Planning, High Net Worth Individuals, Financial Advisory, Customer Experience, Canadian Securities Course, Investment Strategies, and Investments.

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