Senior Investment Advisor
Jim Cumming has been delivering comprehensive financial advice to clients for over 38 years. As a graduate of BCIT, Jim earned a Bachelor of Business Management and went on to pursue his career in investment advising at several other national firms before joining Canaccord Genuity Wealth Management in 2014. Jim enjoys working alongside his two sons, Carson and Taylor Cumming.
Jim’s expertise in Blue Chip products, venture capital, and BC Mining Industry have successfully helped clients grow their portfolios and raise capital for a variety of business ventures. Jim’s tactical and creative investment strategies are a few of the reasons he has been recognized as a member of the Chairman’s Club for the last 25 consecutive years.
As a strong believer in making a difference in our community, Jim is an active participant in multiple charity organizations including South Okanagan Children’s Charity, Kidsport, and Miracle Fund for Kids. In his spare time, Jim enjoys spending time with his family, traveling, skiing, tennis, golfing and entertaining.
Senior Investment Advisor
Taylor grew up between North Vancouver and Penticton, BC before completing a Business Management degree in Alberta. After graduation, Taylor pursued hotel sales prior to becoming an investment advisor in 2007. Taylor joined Canaccord Genuity Wealth Management in June 2014, alongside his Father Jim Cumming. Since then, they have continued to grow their team and client base, focusing on fostering strong relationships across Canada.
Their business thrives on idea generation, forward thinking and rational decision making, always sourcing out unique opportunities for clients. When Taylor isn't at the office, you can find him at a sporting event, running, traveling or spending time with friends and family.
As a graduate of BCIT, Carson earned a finance diploma, and currently holds a Canadian Securities License. He spent his time as the set representative for his class, while employed as a resident advisor for campus housing, and the VP Finance for Enactus BCIT. In 2017, Carson joined his father, Jim Cumming, and brother, Taylor Cumming, at Canaccord Genuity as an Associate Investment Advisor. Carson works closely with clients handling daily trading, providing investment ideas, and managing client relationships. As a strong believer in community service, Carson plays an active role campaigning for KidSport. In his spare time, Carson enjoys traveling, watching sports and spending time with his family.
Investment Advisor Assistant
Tiffany Tang holds a bachelor’s degree in Economics from Simon Fraser University and has three years of experience in administration work. She has also previously worked for a public company to maintain regulatory filings and assisted on investment projects. Tiffany provides daily administrative support to our team to ensure smooth operation. She is organized and always pays full attention to every detail on any project she undertakes.
In her free time, Tiffany enjoys doing hot yoga and traveling with her family.
Anne Jackson, CMA
Wealth & Estate Planning Specialist
Anne Jackson, a Certified Management Accountant (CMA), specializes in developing advanced financial, tax and estate planning solutions for our clients. Insurance-licensed and currently working towards her CFP designation, Anne brings years of taxation and accounting experience to the group.
Anne holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.