EPISODE · Aug 6, 2025 · 20 MIN
David Esfandi, CEO of Canaccord Wealth - Part 2
from Wealth Unwrapped: The CISI
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.
What this episode covers
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.
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David Esfandi, CEO of Canaccord Wealth - Part 2
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