DiscoverWealth Unwrapped: The CISIDavid Esfandi, CEO of Canaccord Wealth - Part 1
David Esfandi, CEO of Canaccord Wealth - Part 1

David Esfandi, CEO of Canaccord Wealth - Part 1

Update: 2025-07-23
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Description

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.

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David Esfandi, CEO of Canaccord Wealth - Part 1

David Esfandi, CEO of Canaccord Wealth - Part 1