Sales Team
Darcy Hulston has more than 20 years of practical sales management and marketing experience in Canadian financial services. Darcy has hired, managed and mentored numerous sales teams. Prior to joining the Canoe team, Darcy was at IA Clarington, where he was Vice President Sales, Western Canada Sales Manager. Previous to IA Clarington, Darcy was Regional Vice President at Fidelity Investments Canada and prior to that he was with TD Bank Financial Group. Darcy was a five-time Award of Excellence winner with TD Financial Group and a three-time President’s Club winner with Fidelity Investments.
Darcy has completed a three-year program of study with the Securities Institute of America at the Wharton School of Business in Philadelphia.
To speak to Darcy directly, call 1-403-234-2777 or email hulston@canoefinancial.com.
Jason Filipchuk brings to Canoe 15 years of experience in the financial services industry. Jason was a District Vice President for Fidelity Investments for five years before joining Canoe. Prior to that, he worked with Royal Trust Investment Council and RBC Financial Group.
Jason graduated from the University of Victoria with an Economics Degree. He also holds a number of industry designations including Certified Financial Planner and Estate Planning Specialist.
Jason lives in Vancouver and covers the Vancouver Greater Area and Prince George.
To speak to Jason directly, call 1-888-516-3702 or email filipchuk@canoefinancial.com.
Dan Dunsmore brings to Canoe more than 18 years experience in the financial services industry. Prior to joining Canoe, Dan was District Vice President with Fidelity Investments for 12 years.
Dan graduated from the University of Manitoba with a Bachelor of Commerce (Honours). He also has completed the Canadian Securities Course.
Dan lives in Kelowna and covers the BC Interior, as well as Vancouver Island.
To speak to Dan directly, call 1-888-516-3708 or email dunsmore@canoefinancial.com.
Steve Mantrop brings to Canoe more than 13 years of experience in the financial services industry. Before joining Canoe Financial he spent 11 years with CI Investments, the last eight of which were in the capacity of Vice-President, Sales and Marketing. Prior to his position at CI he worked with Bertelsmann AG, a multinational distributor in their finance department in Bielefeld, Germany.
Steve graduated from Acadia University and Bielefeld University Germany, with a Bachelor of Business Administration, majoring in both International Business and German. Steve has successfully completed Level 1 of the CFA, as well as the LLQP insurance course for Alberta.
Steve lives in Calgary and covers Alberta.
To speak to Steve directly, call 1-888-516-3705 or email mantrop@canoefinancial.com.
Travis Jensen brings to Canoe more than 20 years of experience in the financial services industry. Before joining Canoe, he spent 10 years as Vice President of Sales for CI Investments. Prior to his position at CI, Travis was Vice President, Mutual Funds at MGI Financial, where he guided mutual fund research and provided investment sales and product training to their financial advisors. Travis began his career spending seven years at TD Bank Financial Group, holding various positions from personal banker to commercial lender.
Travis graduated from the University of Manitoba with a Bachelor of Commerce (Honours) majoring in Finance and is a Chartered Financial Analyst Charterholder and a Certified Financial Planner.
Travis is based in Winnipeg and covers Manitoba and Saskatchewan.
To speak to Travis directly, call 1-888-516-3703 or email jensen@canoefinancial.com.
Steve Jennings brings to Canoe a wealth of experience in the financial services industry. For 10 years prior to joining the Canoe team, Steve was a District Vice President for Fidelity Investments. Prior to Fidelity, he worked for one of the largest investment teams in California.
Steve is a graduate of the University of Waterloo with a Bachelor of Arts in Economics. He also holds his Series 63 and Series 7 U.S. securities licenses, has completed the Canadian Securities Course and is life insurance licensed.
Steve lives in Ancaster and covers Southwestern Ontario.
To speak to Steve directly, call 1-888-516-3704 or email jennings@canoefinancial.com.
Bob Mahoney brings to Canoe Financial more than 19 years of experience in the financial services industry. Prior to joining Canoe, Bob spent the better part of the last 10 years in senior sales roles within the mutual fund industry, the most recent six and a half years as Vice President of Business Development at Dynamic Funds Inc. Bob began his career in 1993 as an Investment Advisor. He worked in both the MFDA and IIROC channels in his home town of London, Ontario.
Bob graduated from the University of Western Ontario with an Bachelor of Arts, Economics and also earned a Bachelor of Commerce (Honours) from
Windsor University, majoring in Finance and Investment Analysis.
Bob lives in Ottawa and covers Eastern Ontario.
To speak with Bob directly, call 855-516-3711 or email him at mahoney@canoefinancial.com.
Mike Westover brings to Canoe a wealth of skills and knowledge in economics and financial services. Prior to joining Canoe’s sales team, Mike worked at BMO Bank of Montreal as a Commercial Account Manager. Prior to his role at BMO, Mike was a Production Supervisor at Daimler Chrysler.
In 2006, Mike received his Bachelor’s degree majoring in Economics from Brock University and two years later received a Masters of Commerce specializing in Finance from Griffith University Business School in Brisbane, Australia.
To speak to Mike directly, call 1-888-516-3707 or email westover@canoefinancial.com.
Braden Wiltzen brings to Canoe more than five years experience in the financial services industry. While studying Business Administration at Red Deer College, Braden worked as a Sales Assistant with TD Waterhouse. In 2005, Braden moved to Calgary to join Blackmont Capital as an Investment Services Associate. Before long, Braden became an IIROC licensed investment advisor and enjoyed this role for more than three years. Braden recently spent a year in Australia where he was Manager for an internationally-based direct sales firm.
Braden has completed several Canadian Securities Institute courses and holds his Wealth Management Essentials certificate.
To speak to Braden directly, call 1-888-516-3701 or email wiltzen@canoefinancial.com.
Megan Coonan brings to Canoe her experience from Franklin Templeton where she was a Trade Associate on the Fixed Income Trade Desk and most recently a Sales Coordinator at Fidelity Investments.
Megan earned her Bachelor of Commerce from Dalhousie University where she majored in Finance and was Vice President of the Dalhousie Commerce Society. She has completed her Canadian Securities Course and is currently a CFA Level I Candidate.
To speak to Megan directly, call 1-888-516-3709 or email coonan@canoefinancial.com.