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 1

Wealth Unwrapped: The CISI

21 minutes 21 seconds

3 months ago

David Esfandi, CEO of Canaccord Wealth - Part 1

In this episode of Wealth Unwrapped, host Glenn Murphy sits down with David Esfandi, CEO of Canaccord Genuity Wealth Management, to explore his career journey and leadership approach. David reflects on his path through the financial services industry—from early roles in investment banking to leading a growing wealth management firm. He shares insights on fostering a modern, client-first culture, navigating industry disruption, and shaping Canaccord’s strategy in an increasingly competitive landscape. It’s a candid discussion about leadership, adaptability, and what it takes to thrive in today’s wealth management world.

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