Driven by client goals. Delivering bespoke solutions.
You’ve reached a unique destination. An investment management firm that, at its heart, is a boutique, 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 the preservation and creation of wealth for our clients.
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
By the time spring approaches and personal tax season is well underway, it is often too late to do much to save taxes. Instead, planning ahead and taking action before the close of the year can be one of the best ways to improve your tax position. Here are some actions that should be considered before December 31st. Be sure to speak with a tax advisor for the
best advice relating to your personal situation.
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.Read more
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.
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.