Saving for my loved ones
Your loved ones. Our commitment.
We know that your family and friends are important to you. Whether you are saving for a specific goal or simply want to be prepared in case of emergencies, a Canaccord Genuity Advisor can help you structure a financial plan to meet your needs and the needs of the people you care about most.
We begin with a CC Wealth Assessment, to determine your needs, and a CC Wealth Strategy, to develop a plan to address them. Canaccord Genuity Wealth Management provides a comprehensive range of financial, estate and tax planning products and services, as well as customized investment and portfolio solutions. Options such as a CC Registered Plans Program, CC Fee-Based Account or a variety of equity, fixed income or mutual fund investments may be a part of your Canaccord Genuity Advisor's recommendations.
With Canaccord Genuity Wealth Management's full suite of financial and estate planning services, you can ensure that your loved ones benefit from your financial support, both now and in the future.
For more information or to get started today, please contact a Canaccord Genuity Advisor near you.