Gabriel Melkonian, Senior Portfolio Manager BCOMM. Finance, CIM

Gabriel Melkonian, Senior Portfolio Manager BCOMM. Finance, CIM Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member-Canadian Invest Our clients are high net worth with assets over 1M+.

Private Wealth Management services through Canaccord Genuity which manages assets of over 96 billion (Fourth quarter 2022). The Difference: An Independent Portfolio Manager working directly for you with no bias to sell in-house cookie cutter investment solutions. We have a great team supporting research, administrative tasks and estate planning needs for our clients. Our value proposition is to gi

ve you access to all our resources under a transparent fee structure. Area that we can most help with include tax optimization, pension plan management for incorporated professionals, estate planning and discretionary wealth management using alternative assets. Let's get you out of cookie cutter solutions. Book an appointment right away by clicking here:

https://calendly.com/excellencefinance/bookyourappointment

02/27/2026
02/25/2026
02/20/2026

Explain how buying the S&P 500 isn’t always diversified—40%+ is tech. Show how a client thought they were safe, but were actually doubling down on one sector.

02/16/2026

If you want to learn more, don’t hesitate to reach out.

02/12/2026

If you want to learn more, don’t hesitate to reach out.

02/10/2026

Why Canadians often overload on U.S. and domestic equities, and why international exposure matters. If you want to learn more, don’t hesitate to reach out.

02/07/2026

If you want to learn more, don’t hesitate to reach out.

02/05/2026

If you want to learn more, don’t hesitate to reach out.

10/02/2025
09/29/2025
09/24/2025
Morning Coffee – Wednesday, September 17, 2025
09/17/2025

Morning Coffee – Wednesday, September 17, 2025

cgf.com

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1250 Rene-Levesque Ouest, Suite 2930
Montreal, QC
H3B4W8

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