Member

MARKUS MUHS

Edmonton

Canaccord Genuity Wealth Management

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
MARKUS MUHS

Member Bio

(This member hasn't written a bio yet!)

Markus started his career in financial planning with TD Waterhouse in 2007, at the eve of the worst financial crisis in over a generation. He quickly learned the importance of ensuring that every invested dollar is tied to stated goals by way of a comprehensive financial plan. The 2009 market crash, and the bull market that followed, also affirmed that every bear market is just a short-term interruption to a long-term permanent up-trend. While the first part of his career at the bank provided a great training ground, Markus felt that selling proprietary commission-based mutual funds wasn’t the ideal way to implement his clients’ wealth strategies and joined Canaccord Genuity Wealth Management in 2013. Markus graduated with honors from the D’Amore-McKim School of Business at Northeastern University has held the CFP® designation since 2009. In 2015, he attained the Chartered Investment Manager (CIM®) designation and since 2016 he has been able to provide discretionary investment management as a Portfolio Manager. An active Rotarian, Markus focuses his volunteer activities promoting literacy and health around the world. In his years working at a major bank he observed rampant financial illiteracy among customers of all ages, so he also devotes his time to promoting financial literacy through Junior Achievement, blogging, and advancing the financial planning profession as a founding member of the Financial Planning Association of Canada.

Markus started his career in financial planning with TD Waterhouse in 2007, at the eve of the worst financial crisis in over a generation. He quickly learned the importance of ensuring that every invested dollar is tied to stated goals by way of a comprehensive financial plan. The 2009 market crash, and the bull market that followed, also affirmed that every bear market is just a short-term interruption to a long-term permanent up-trend.

While the first part of his career at the bank provided a great training ground, Markus felt that selling proprietary commission-based mutual funds wasn’t the ideal way to implement his clients’ wealth strategies and joined Canaccord Genuity Wealth Management in 2013.

Markus graduated with honors from the D’Amore-McKim School of Business at Northeastern University has held the CFP® designation since 2009. In 2015, he attained the Chartered Investment Manager (CIM®) designation and since 2016 he has been able to provide discretionary investment management as a Portfolio Manager.

An active Rotarian, Markus focuses his volunteer activities promoting literacy and health around the world. In his years working at a major bank he observed rampant financial illiteracy among customers of all ages, so he also devotes his time to promoting financial literacy through Junior Achievement, blogging, and advancing the financial planning profession as a founding member of the Financial Planning Association of Canada.

Specializations

Financial Planning
Investment Management
Portfolio Management
Retirement Income Planning

Designation(s)

CFP (Canada)
CIM

Compensation Models

Fee based (AUM)

Professional Associations

IAFP

Education

University

Assets Under Management

50,000,000-100,000,000

Practice Size

1

Investment License

Portfolio Manager

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
Nunavut
Ontario
Prince Edward Island
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.