Stanley Wei, Cim®, Cfp®
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Stanley Wei, Cim®, Cfp® Email & Phone Number

Senior Portfolio Manager at CG Wealth Management at Canaccord Genuity Wealth Management Canada
Location: Calgary, Alberta, Canada 4 work roles 1 school
1 work email found @richardsongmp.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@richardsongmp.com
LinkedIn Profile matched
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Role
Senior Portfolio Manager at CG Wealth Management
Location
Calgary, Alberta, Canada
Company size

Who is Stanley Wei, Cim®, Cfp®? Overview

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Quick answer

Stanley Wei, Cim®, Cfp® is listed as Senior Portfolio Manager at CG Wealth Management at Canaccord Genuity Wealth Management Canada, a company with 329 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at richardsongmp.com and a matched LinkedIn profile for Stanley Wei, Cim®, Cfp®.

Stanley Wei, Cim®, Cfp® previously worked as Senior Portfolio Manager at Canaccord Genuity Wealth Management Canada and Director, Wealth Management, Investment Advisor & Portfolio Manager at Richardson Wealth. Stanley Wei, Cim®, Cfp® holds Ba, Economics from The University Of Calgary.

Company email context

Email format at Canaccord Genuity Wealth Management Canada

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*@richardsongmp.com
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AeroLeads found 1 current-domain work email signal for Stanley Wei, Cim®, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Stanley Wei, Cim®, Cfp®

I take great pleasure in cultivating long-term relationships with my clients and delivering exceptional service and counsel. By deeply understanding my clients' values and motivations, my team and I can offer timely advice that progressively advances their distinct financial and non-financial objectives.With over two decades of experience in providing personalized wealth management services to growing families within the medical, dental, and legal professions, I have honed my expertise to navigate my clients through the various challenges and opportunities they face throughout their career stages.Assisting affluent Canadians also extends to community involvement. I have served on several advisory committees in Calgary and currently serve as a devoted Board Member of the Missing Children Society of Canada - a globally renowned, Calgary-based child search & alerting organization.Outside of work, I cherish spending time with my family skiing, biking, and exploring new cultures and destinations through travel (or at least I dream of it these days).

Listed skills include Wealth Management, Portfolio Management, Strategic Financial Planning, Estate Planning, and 12 others.

Current workplace

Stanley Wei, Cim®, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Canaccord Genuity Wealth Management Canada
Canaccord Genuity Wealth Management Canada
Senior Portfolio Manager at CG Wealth Management
toronto, ontario, canada
Website
Employees
329
AeroLeads page
4 roles · 21 years

Stanley Wei, Cim®, Cfp® work experience

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

Director, Wealth Management, Investment Advisor & Portfolio Manager

Calgary, Alberta, Canada

Nov 2009 - Sep 2020

Financial Planner

Richardson Partners Financial Services

Calgary, Canada Area

2005 - 2007 ~2 yrs
Team & coworkers

Colleagues at Canaccord Genuity Wealth Management Canada

Other employees you can reach at cgwm.ca. View company contacts for 329 employees →

1 education record

Stanley Wei, Cim®, Cfp® education

FAQ

Frequently asked questions about Stanley Wei, Cim®, Cfp®

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

What company does Stanley Wei, Cim®, Cfp® work for?

Stanley Wei, Cim®, Cfp® works for Canaccord Genuity Wealth Management Canada.

What is Stanley Wei, Cim®, Cfp®'s role at Canaccord Genuity Wealth Management Canada?

Stanley Wei, Cim®, Cfp® is listed as Senior Portfolio Manager at CG Wealth Management at Canaccord Genuity Wealth Management Canada.

What is Stanley Wei, Cim®, Cfp®'s email address?

AeroLeads has found 1 work email signal at @richardsongmp.com for Stanley Wei, Cim®, Cfp® at Canaccord Genuity Wealth Management Canada.

Where is Stanley Wei, Cim®, Cfp® based?

Stanley Wei, Cim®, Cfp® is based in Calgary, Alberta, Canada while working with Canaccord Genuity Wealth Management Canada.

What companies has Stanley Wei, Cim®, Cfp® worked for?

Stanley Wei, Cim®, Cfp® has worked for Canaccord Genuity Wealth Management Canada, Richardson Wealth, Wellington West Capital Inc., and Richardson Partners Financial Services.

Who are Stanley Wei, Cim®, Cfp®'s colleagues at Canaccord Genuity Wealth Management Canada?

Stanley Wei, Cim®, Cfp®'s colleagues at Canaccord Genuity Wealth Management Canada include Andrew Prescott, Gabriel Benhamron, Cim, Amy Chan, Tom Cox, and Murs Gafoor - Cfp, Fma, Fcsi.

How can I contact Stanley Wei, Cim®, Cfp®?

You can use AeroLeads to view verified contact signals for Stanley Wei, Cim®, Cfp® at Canaccord Genuity Wealth Management Canada, including work email, phone, and LinkedIn data when available.

What schools did Stanley Wei, Cim®, Cfp® attend?

Stanley Wei, Cim®, Cfp® holds Ba, Economics from The University Of Calgary.

What skills is Stanley Wei, Cim®, Cfp® known for?

Stanley Wei, Cim®, Cfp® is listed with skills including Wealth Management, Portfolio Management, Strategic Financial Planning, Estate Planning, Investment Strategies, Asset Allocation, Asset Management, and Equities.

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