At Canaccord Genuity, we have built a firm that empowers Canada’s top Investment Advisors to deliver highly personalized solutions for their clients.
For us, wealth management is about more than investments. It begins with understanding your goals, your life stage, and the nuances of your circumstances. We pride ourselves on listening carefully to create strategies tailored to your life today with the flexibility to adapt as your needs evolve.
A thoughtful financial plan is the foundation of every successful wealth strategy. It provides a decisive roadmap that guides actions, supports your goals, and empowers you to navigate the complexity that wealth can bring.
A Boutique Service Model
At our core, we fundamentally believe in the power of financial advice. We understand that every client is unique, with distinct goals, challenges, and opportunities. We know that the best outcomes and experiences are achieved when a financial plan is tailored to the unique circumstances of each client.
As a result, our approach is built around what matters most: you.
Whether your focus is on creating wealth, protecting what you’ve built, or planning a legacy for future generations, we provide the guidance and strategies to help you achieve your goals.
Bolstered by a Global Footprint
Canaccord Genuity is an independent financial services company that operates in two principal segments of the industry: wealth management and capital markets. Headquartered in Toronto, with a history spanning 75 years, we have grown into an international organization with operations across Canada, the U.S., the U.K. & Crown Dependencies, Asia, and Australia. Our clients benefit from the robust capabilities, insight and expertise of our global team.
Comprehensive Wealth Management Services
We provide a full suite of wealth management services designed to protect and enhance your financial well-being. Our approach includes investment management, personalized financial, estate, and insurance planning, strategic tax solutions, philanthropic guidance, and tailored education funding strategies— ensuring every aspect of your wealth is thoughtfully managed and optimized.