David Esfandi, CEO of Canaccord Wealth

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Wealth Unwrapped: The CISI

The CISI

16 episodes

1 week ago

Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the leading Chief Executive Officers in their field - you’ll hear what drives them, what keeps them up at night and where they find their energy to succeed. Join us and subscribe for the latest podcasts, brought to you by the CISI Wealth Management.

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David Esfandi, CEO of Canaccord Wealth - Part 2

Wealth Unwrapped: The CISI

20 minutes 38 seconds

2 months ago

David Esfandi, CEO of Canaccord Wealth - Part 2

In Part 2 of this insightful conversation, Wealth Unwrapped host Glenn Murphy continues his discussion with David Esfandi, CEO of Canaccord Genuity Wealth Management. This episode takes a deeper look at how David leads with long-term vision while staying grounded in the core values of the firm. He discusses how Canaccord is positioning itself for the future—through innovation, talent development, and maintaining a strong client focus. From handling market volatility to scaling a business without losing its human touch, David offers a thoughtful perspective on what sustainable leadership in wealth management truly looks like.

Hosted on Acast. See acast.com/privacy for more information.