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Welcome to a true partnership

Canaccord Genuity Advice Partners provides licensing, advice support and investment services to financial advisers.

We empower financial advisers to provide high quality, efficient and compliant financial advice. Our unique service generates multiple points of value for advisers, their colleagues and clients:

Financial Performance

Advisers operate a higher margin, lower risk and therefore more valuable business

Client Experience

Advisers provide an exceptional client experience leading to happier clients and enduring relationships 

Time

By entrusting time-consuming activities to our specialists, advisers have more time to spend on activities that are important to them

Wellbeing

With more time, less risk, higher profitability and happier clients, the wellbeing of advisers and their colleagues is greatly improved

The team at Canaccord Genuity Advice Partners have extensive experience in assisting:

  • Accountants to develop and integrate their advice proposition into their accounting business model
  • Advisers to develop and grow their practices by embedding the latest technology and business practices

We remove pain points and leverage your time by providing solutions designed to boost efficiency and generate superior client outcomes, including a fully guided advice process, managed accounts and comprehensive administrative assistance.

Our goal is to keep you in front of your clients and help your practice grow in an efficient and compliant manner.

 

How we help 

Advisers have access to market leading solutions that go far beyond the services of a standard licensee, including our innovative Advice Service Desk and comprehensive set of Investment Services, including bespoke portfolio advice for Wholesale Investors. 

Practice Management

  • Dedicated Practice Manager
  • Advice Coaching
  • Business Planning
  • Adviser Inductions and Training
  • Insights & Benchmarking

Advice Service Desk

  • Advice Documentation
  • Fully Guided Advice Process
  • Strategy Formulation & Product Analysis
  • Client Presentations
  • Advice Implementations

Investment Services

  • Managed Accounts
  • Bespoke Portfolios for Wholesale Investors
  • Adviser Portal
  • Webinars / Client Seminars

Licensee Services

  • Financial Advice Software
  • Professional Indemnity Insurance
  • Revenue Processing
  • Ongoing Education & CPD Compliance
  • Networking and PD Conferences

 

About Us

We are part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, we are now a leading global financial services firm, operating in private wealth and capital markets in 10 countries: Australia, UK, Channel Islands, Canada, USA, France, Ireland, Hong Kong, China, and Dubai.

Canaccord Genuity has successfully grown its business and reputation over the years by providing our investors with relevant and personalised investment solutions. Our clients around the world trust us to protect and grow their wealth into perpetuity.

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