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Driven by your success. Delivering bespoke solutions.

Canaccord Genuity Wealth Management is Canada’s preeminent wealth management firm, focused on providing best-in-class wealth management strategies and capabilities.

You are unlike any other investor in the world. That’s where we start. Our entire model is built around you—your goals and your vision of success. To us, each situation is unique and deserves a customized and tailored solution to help you achieve your goals, as you define them.

As a recognized and trusted brand, we offer something that’s refreshingly compelling and valuable in a crowded marketplace: bespoke solutions—not templates. Our Investment Advisors, in collaboration with specialists from across Canaccord Genuity have access to a vast array of resources and knowledge. Our investor-focused approach, backed by industry-leading research and a powerful platform that leverages the latest in technology, is setting new benchmarks in customer service.

We’re independent and entrepreneurial with a singular focus on exceeding your expectations and delivering uncompromising excellence.

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Your Success Starts Here

Our Investment Advisors are backed by a wide array of resources and specialists who
work together to build a customized plan to align with your goals and help you succeed.

Ready to get started? Take a moment to connect with one of our knowledgable
Investment Advisors across Canada.

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Ideas and Insights

Don't leave tax planning too late!

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. 

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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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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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