CC Wealth Strategy

Your wealth. Our commitment.

CC Wealth Strategy at a Glance

  • Building strategies to help you maximize your investments and plan for the future

Canaccord Genuity Wealth Management's CC Wealth Strategy creates a plan designed to help you and your Advisor turn your unique goals and investor profile into a long-term financial plan.

Comprehensive financial planning may include such steps as:

Retirement Planning

How much should you save? How much will you need? How can you defer and reduce the taxes you pay before and after retirement? These are just some of the questions your Canaccord Genuity Advisor can help you answer when building you the best-possible retirement plan.

Individual Pension Plans

An Individual Pension Plan (IPP) is a defined benefit pension plan built specifically for you, where you can make increasing contributions over time to fund a pre-determined retirement amount. IPPs can help you retire on your own terms, while also providing significant tax and estate planning benefits.

Education Planning

Your Canaccord Genuity Advisor can help you maximize your savings through such tax-deferral strategies as the CC Registered Plans Program: Registered Education Savings Plan (RESP).

Estate Planning

You've spent your life accumulating your assets, and your Canaccord Genuity Advisor can help you ensure these assets are managed the way you intended by helping you create an estate plan that meets your needs, as well as the needs of those you love.

Insurance

Canaccord Genuity Wealth Management's CC Insurance Services* offer you a complete range of insurance products and services, along with a strategy to help you achieve financial security by drawing on a wide selection of insurance solutions including segregated funds.

For more information or to get started today, please contact a Canaccord Genuity Advisor near you.

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