Canaccord Genuity Wealth Management's Wealth & Estate Planning 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.
We can provide you with comprehensive tax and estate planning services like Retirement Protection Programs, as well as expert advice on preserving your capital and distributing your assets efficiently through the use of insurance products. Your Canaccord Genuity Wealth & Estate planning specialist can help you choose from among products including disability, critical illness, term, whole or universal life, and segregated funds and more.
Growing your investments is a dynamic process where you work with your Investment Advisor to reassess your decisions on a regular basis, making sure your portfolio remains appropriate for your changing needs. A Canaccord Genuity Investment Advisor will guide you through this process, ensuring you make the most of your investments.
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.
Ideas and Insights
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.Read more
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.Read more
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.