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Client Resources

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

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Questions to ask when Choosing an Investment Advisor
20 January 2022

Find out what questions to ask when choosing an Investment Advisor. 

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The Giving Season is Upon Us: Charitable Considerations
2 December 2021

Many Canadians make charitable donations of one sort or another. We are good at giving: according to the latest Statistics Canada data, more than 40 percent of taxpayers with income over $80,000 donated to charity.1

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The Great Inflation Debate: What Lies Ahead
23 November 2021

With inflation rates at their highest in decades, a debate has been triggered about whether we are entering a heightened inflationary period that is here to stay. 

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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. 

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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. 
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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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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.