Products & Solutions

Canaccord Genuity Wealth Management offers comprehensive, tailored products and solutions. We call our approach Complete Canaccord.

It all begins with finding a Canaccord Genuity Advisor , a dedicated professional who can provide you with consistent service and trusted advice. Our Advisors have the experience, support and freedom to choose the right solutions for you.

The next step is a CC Wealth Assessment a comprehensive review of your financial situation that will enable your Advisor to work with you to understand your options and determine your financial goals.

Finally, Canaccord Genuity Wealth Management can provide a CC Wealth Strategy, a personalized plan designed to help you meet your financial objectives. Depending on your unique circumstances, your tailored strategy may include products and solutions from any of the following categories:

Financial and Estate Planning Solutions

Developing a financial plan or an estate plan will help ensure that you have the information and tools to make the right investment choices for you. Along with our CC Wealth Assessment and CC Wealth Strategy, Canaccord Genuity Wealth Management offers a suite of financial and estate planning products and solutions including CC Insurance Services*CC Philanthropic Solutions, and more.

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Tax Planning Solutions

Canaccord Genuity Wealth Management can help you create an investment strategy that incorporates some or all of the CC Registered Plan Program’s tax-deferring and reducing products including Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Registered Education Savings Plans (RESPs), and Tax-Free Savings Accounts (TFSAs) -- meaning more of your money stays in your pocket.

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Investment Solutions

You are unique, and so are the investment solutions that may be right for you. A Canaccord Genuity Advisor can help you to determine a portfolio of investment options that fit your investor profile, choosing the appropriate products from among a wide variety of equities and fixed income, open and closed end mutual funds, investment pools and structured products, public venture capital (PVC) and alternative investments like real estate or commodities.

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Portfolio Solutions

Canaccord Genuity Wealth Management offers a full suite of portfolio solutions that can provide you with balanced, diversified and professionally managed investments. At Canaccord Genuity, our Advisors work with some of Canada’s most respected portfolio managers and have access to the insights of high-quality research analysts, helping inform the investment choices that are best suited to you. Our portfolio solutions include the CC Fee-Based AccountCC Private Investment Management Account ,  CC Investment Counselling Program and Canaccord Genuity Global Portfolio Solutions (GPS).

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Research

The foundation of your success

Canaccord Genuity Wealth Management, through our global capital markets division Canaccord Genuity, provides high-quality, proprietary analysis of over 1,000 companies in a broad range of market sectors including – Metals and Mining, Energy, Agriculture, Technology, Media and Telecommunications, Paper and Forestry Products, Financials, Consumer Products, Real Estate and Hospitality, Transportation and Industrials, Infrastructure, Sustainability and CleanTech, Healthcare and Life Sciences, Support Services, Investment Trusts, Aerospace and Defense, Leisure and Private Equity – as well as access to international research from Credit Suisse. More importantly, this research is made available to you and your Advisor on a timely and regular basis, meaning you can take a truly educated approach to your financial future.

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*Offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.