Stefan Linden, Cim®
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Stefan Linden, Cim® Email & Phone Number

Senior Investment Advisor at Canaccord Genuity Group Inc.
Location: Vancouver, British Columbia, Canada 7 work roles 1 school
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
Senior Investment Advisor
Location
Vancouver, British Columbia, Canada
Company size
973 employees

Who is Stefan Linden, Cim®? Overview

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Quick answer

Stefan Linden, Cim® is listed as Senior Investment Advisor at Canaccord Genuity Group Inc., a company with 973 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at cgf.com and a matched LinkedIn profile for Stefan Linden, Cim®.

Stefan Linden, Cim® previously worked as Senior Investment Advisor | Cash Management Group | Canaccord Genuity at Canaccord Genuity Group Inc. and Associate Financial Advisor at Cash Management Group | Raymond James Ltd.. Stefan Linden, Cim® holds Bachelor'S Degree, Psychology from University Of Waterloo.

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Email format at Canaccord Genuity Group Inc.

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*@cgf.com
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Profile bio

About Stefan Linden, Cim®

Stefan is a Senior Advisor, managing the Private Wealth division of the Cash Management Group. Stefan has vast experience helping clients create long-term investment portfolio. Specializes in building portfolios that use alternative assets and unique strategies (long-short, merger arbitrage, etc) to achieve superior risk-adjusted returns. For clients that are interested in investing into Private Equity, IPO’s and New Issuances Stefan and James provide access to these deals through Canaccord’s Syndication Desk.Stefan is licensed in the US (through Pershing LLC) as a Registered Representative (RR) specializing in cross border investment advice for Canadian’s living in the US, or US residents/investors holding Canadian stock certificates. He has assisted clients removing US legends from stock certificates as well as providing consultation services for US companies looking to do business in Canada. Stefan has assisted corporations structure their stock option plans, as well as RSU, and PSU programs. He has also consulted with corporations, assisting them to build long-term investment portfolios to complement the short-term cash management that our team offers. Stefan has a particular expertise helping senior corporate officers transitioning to retirement creating financial plans to assist them in diversify their portfolios and providing them income and security for their retirement years. Stefan graduated from the University of Waterloo in 2010. Starting in the industry in 2012, he previously worked for CIBC WoodGundy and Raymond James Canada. He holds a Chartered Investment Manager (C.I.M.®) designation from the Canadian Securities Institute and is Options and Derivative licensed.

Listed skills include Time Management, Mental Health, Administration, Report Writing, and 17 others.

Current workplace

Stefan Linden, Cim®'s current company

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Canaccord Genuity Group Inc.
Canaccord Genuity Group Inc.
Senior Investment Advisor
Vancouver, BC, CA
Website
canaccordgenuitygroup.com
Employees
973
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Company profile
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7 roles

Stefan Linden, Cim® work experience

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

Senior Investment Advisor | Cash Management Group | Canaccord Genuity

Current
Canaccord Genuity Group Inc.

Vancouver

  • Buying and selling securities
  • Build & re-balance investment portfolios
  • Build & manage client relationships
  • Securities & mutual fund research
  • Process wire and account transfers
  • Basic financial planning
Feb 2018 - Present

Associate Financial Advisor

Cash Management Group | Raymond James Ltd.

Vancouver

  • Build & re-balance investment portfolios
  • Build & manage client relationships
  • Securities & mutual fund research
  • Buying and selling securities
  • Opening & closing accounts
  • Process wire and account transfers
Oct 2016 - Feb 2018

Client Associate

Cibc Wood Gundy

Vancouver

  • Working with 2 Investment Advisors(IA)
  • Assist (IA)s with administration of portfolio management
  • Build portfolio proposals
  • Rebalancing portfolios
  • Securities & Mutual Fund research
  • Buying and selling securities
Jan 2013 - Sep 2016

Branch Assistant

Cibc Wood Gundy

West Vancouver

  • Provide high quality face-to-face and telephone client service by greeting and meeting all clients’ immediate needs quickly, accurately and effectively
  • Correspondence Handling and General Office Administration
  • Arrange for scheduling of meeting rooms and catering for branch meetings as required
  • Receive, open and distribute incoming mail, couriers and faxes
  • Perform banking functions: depositing and printing cheques
  • Receive and process stock certificates
Dec 2013 - Jul 2014

Sales Assistant

Cibc Wood Gundy

West Vancouver

Plan and organize a seminar for an Investment AdvisorCreate a marketing plan for the seminarCommunicate with marketing and compliance departments for approvalsCreate a script and cold call perspective clients to attend seminarGo businesses to business approaching perspective clients Call clients and update contact information

Oct 2012 - Jan 2013

Mental Health Worker

Coast Foundation Society
  • Provide a safe and welcome environment for clients of all mental health issues types
  • Provide counselling to individuals about mental health and mental health issues
  • Resolve and conflicts that may arise
  • Maintain strict confidentiality guidelines regarding all clients, conversations and referrals
  • In charge of administering medications to clients
  • Prepare/ cook food and make sure all clients are fed
Nov 2010 - Jan 2013
Team & coworkers

Colleagues at Canaccord Genuity Group Inc.

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

CD Catherine Dilkes Catherine Dilkes Colleague at Canaccord Genuity Group Inc.Vancouver, British Columbia, Canada, Canada View → TB Tatjana Bozinova Tatjana Bozinova Colleague at Canaccord Genuity Group Inc.Oakville, Ontario, Canada, Canada View → ZL Zander Levitz Zander Levitz Colleague at Canaccord Genuity Group Inc.Chappaqua, New York, United States, United States View → DF Deron Fung Deron Fung Colleague at Canaccord Genuity Group Inc.Canada, Canada View → CB Christopher Bonner Christopher Bonner Colleague at Canaccord Genuity Group Inc.Vancouver, British Columbia, Canada, Canada View → YK Yuliya Koverko Yuliya Koverko Colleague at Canaccord Genuity Group Inc.Canada, Canada View → NM Niels Molbak Niels Molbak Colleague at Canaccord Genuity Group Inc.Calgary, Alberta, Canada, Canada View → DL Dirk Lohrisch Dirk Lohrisch 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 → KK Kevin Kwan Kevin Kwan Colleague at Canaccord Genuity Group Inc.Richmond, British Columbia, Canada, Canada View →
1 education record

Stefan Linden, Cim® education

FAQ

Frequently asked questions about Stefan Linden, Cim®

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

What company does Stefan Linden, Cim® work for?

Stefan Linden, Cim® works for Canaccord Genuity Group Inc..

What is Stefan Linden, Cim®'s role at Canaccord Genuity Group Inc.?

Stefan Linden, Cim® is listed as Senior Investment Advisor at Canaccord Genuity Group Inc..

What is Stefan Linden, Cim®'s email address?

AeroLeads has found 1 work email signal at @cgf.com for Stefan Linden, Cim® at Canaccord Genuity Group Inc..

Where is Stefan Linden, Cim® based?

Stefan Linden, Cim® is based in Vancouver, British Columbia, Canada while working with Canaccord Genuity Group Inc..

What companies has Stefan Linden, Cim® worked for?

Stefan Linden, Cim® has worked for Canaccord Genuity Group Inc., Cash Management Group | Raymond James Ltd., Cibc Wood Gundy, and Coast Foundation Society.

Who are Stefan Linden, Cim®'s colleagues at Canaccord Genuity Group Inc.?

Stefan Linden, Cim®'s colleagues at Canaccord Genuity Group Inc. include Catherine Dilkes, Tatjana Bozinova, Zander Levitz, Deron Fung, and Christopher Bonner.

How can I contact Stefan Linden, Cim®?

You can use AeroLeads to view verified contact signals for Stefan Linden, Cim® at Canaccord Genuity Group Inc., including work email, phone, and LinkedIn data when available.

What schools did Stefan Linden, Cim® attend?

Stefan Linden, Cim® holds Bachelor'S Degree, Psychology from University Of Waterloo.

What skills is Stefan Linden, Cim® known for?

Stefan Linden, Cim® is listed with skills including Time Management, Mental Health, Administration, Report Writing, Portfolio Management, Counseling Psychology, Accounting, and Fixed Income.

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