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What We Do

With the advantage of our robust intelligence infrastructure, our Investment Advisors offer their expertise in Wealth Management, Investment Management, Insurance Solutions and Estate Planning.

This is not a big bank environment, where a templated approach is standard procedure. Our boutique wealth management practice is focused on understanding you and the values that will shape your legacy. We commit to your long-term goals through a tailored investment strategy that is personalized to your unique circumstances.

Wealth Management

We create personalized wealth strategies for every aspect of your financial goals and aspirations.

Investment Management

Our Investment Management practice provides a broad range of solutions across asset classes to help you meet your goals.

Wealth and Estate Planning

Create a strategy that passes on your legacy, as well as your assets to your loved ones.

Insurance solutions

Plan for an uncertain future with products to help manage risks and maximize efficiency.



Why Canaccord Genuity Wealth Management?

The complexities of managing money requires a deep understanding of client needs, a coordinated effort and a commitment to long-term relationships centered around trust and transparency. At Canaccord Genuity Wealth Management, clients benefit from the intellectual capital and personalized services of a world-class organization and dedicated Investment Advisors who believe in a bespoke approach to client relationships.

  • Portfolio Management Solutions
  • Cash Management
  • Equity Syndication Services
  • Insurance Solutions
  • Tax Planning Solutions
  • Philanthropic Solutions
  • Wealth Transfer Planning
  • Market Insights and Research
  • Private Wealth Management

The Value of Advice

It’s time to capitalize on Canaccord Genuity Wealth Management’s unique and powerful perspective. Dedicated to customizing solutions for you, our Investment Advisors are also connected to global commerce. Get connected to them.

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Ideas and Insights

Mandate of the Month: Balanced Fund Investing: “Half” the Freak Out During a Market Correction…

2017 was one of the historically least volatile markets we have seen since the mid-60s. As such, investors were anticipating a more volatile 2018, but few expected the severity and frequency of the swings seen on Bay Street and Wall Street this year.

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Marketing Timely Topic – Sandwich Boomers: Easing the Squeeze

Today’s baby boomer generation faces a new challenge: the dual role of taking care of children and aging parents. Currently, many baby boomers provide some form of care to aging parents but also provides support to children. Increasingly, boomers are finding themselves “sandwiched”, as children take longer to become self-sufficient and elderly parents live longer. However, there may be ways to ease the challenges for those who face this dual-support role.

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Kevin’s Corner – Macro Crypto Update

Our Investments & Advisory Solutions team is a perfect resource for advisors to gain market insights. Their team sourced relevant pieces of information on the Blockchain/Cryptocurrency market below.


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See our Ideas and Insights

The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Independent Wealth Management advisors are registered with IIROC through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.

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