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Boutique Look. Global View.

You’ve reached a unique destination. An investment management firm that, at its heart, is a boutique, entrepreneurial environment, fueled by financial professionals who bring a bespoke approach to the solutions and goals of every client. With offices in 10 geographies, clients of Canaccord Genuity Wealth Management benefit from a truly global perspective. From this comes an in-depth and authentic understanding of the world’s economy—a fundamental advantage that informs every decision we make in creating wealth for our clients.

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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

Passing Along the Business

When you pass along a business to the next generation there are some significant tax implications to consider.

For many business owners, the natural plan for their corporation’s succession is to transfer ownership to the next generation. While there are many factors to consider when deciding to keep the business in the family, the tax implications can be significant.

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Tony Dwyer – US Economy Snapshot

Tony Dwyer, Chief US Market Strategist at Canaccord Genuity presents the real picture of the US economy – what’s driving the markets and where are they heading?

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Asset Allocation is Important

From an investment perspective, asset allocation deals with the way in which your securities are allocated within broad categories.

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Who We Are

We are a boutique investment management firm with offices and Investment Advisors around the world, connected to global commerce and focused on deep client relationships. Canaccord Genuity Wealth Management is a full-service firm that leverages our unique approach to commerce and clients into insight-driven advantage and personalized solutions.

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Our Culture

Are you considering joining Canaccord Genuity Wealth Management? We invite you to learn more about how our unique culture of independence can position you and your clients for success.

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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