CC Wealth Assessment
Your wealth. Our commitment.
CC Wealth Assessment at a Glance
- Helps your Investment Advisor understand your unique circumstances and needs
- The starting point in managing your wealth and planning for your future
The first step in creating a tailored wealth management strategy is to work with a Canaccord Genuity Advisor to complete a CC Wealth Assessment.
The CC Wealth Assessment provides you and your Advisor with a complete picture of who you are, your life circumstances and your investor profile, as well as your current and long-term goals. Once your assessment has been completed, you and your Advisor can start building a plan to help you achieve your goals.
For more information or to get started today, please contact a Canaccord Genuity Advisor near you.