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Wealth Management insights and resources to help you achieve your financial goals. 

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Business Owners: Your Most Valuable Asset is You.
21 September 2021

For many business owners, one of the most valuable business assets is the business owner
themselves: their ability to work, generate income and contribute to the business. As such,
having insurance to protect the owner can be an essential component to the business. While
there are many insurance options available, the needs of the business and the types of insurance
required may change as the business evolves: from the business’ initial development, through its
growth and eventually to succession. Beyond protecting the business owner, insurance can also
provide other benefits, including minimizing taxes or supporting asset growth.

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RESP Withdrawals: Think Strategically
8 September 2021
If you have opened a Registered Education Savings Plan (RESP) for the benefit of children or grandchildren, chances are you have been disciplined in contributing over the years to support a child’s future higher education. However, have you considered the way in which you will eventually withdraw funds from the RESP? The time will come when RESP funds will be needed for their intended use. Or, perhaps there may be circumstances in which the RESP beneficiary may decide that they will not be pursuing a higher education. As you look forward, here are some potential considerations for withdrawal strategies relating to the RESP.
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Four Reasons to Consider ESG Investing
15 July 2021

 Responsible Investing (RI) is quickly growing to become a standard. With accelerating commitments by policymakers and business leaders to address environmental, social and governance (ESG) issues, RI continues to attract greater attention in the investing world.

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Goals-Based Investing: An Approach that Puts Investors First
5 July 2021
Goals-based investing is a relatively new approach to managing wealth that links the investing process to an investor’s specific goals. It is different from traditional asset allocation methods that tend to measure progress based on market benchmarks. Instead, the process maps the investor’s savings and investments to stated goals, which may involve differing time horizons or risk parameters, and measures the investor’s progress towards achieving these specific goals.
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Advice for New and Old Graduates
14 June 2021

Over 500,000 students are expected to graduate from Canadian colleges and universities this summer, and at least another 300,000 students from high schools. Chances are you know one of them. Congratulations graduates, and welcome to the real world!

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Four Insurance Strategies for High-Net-Worth Investors
3 June 2021
High-net-worth (HNW) investors can have more complex needs than the average investor. For many, the focus is not just on growing funds, but also on preserving and protecting wealth to pass on to future generations. Often, HNW investors have maximized contributions to their tax-preferred accounts like the Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA) and have sufficient savings to finance their retirement income needs. As such, opportunities to minimize the tax burden associated with non-registered accounts becomes important.
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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.