Ideas and Insights
During the holiday season, many people are fortunate enough to have spent quality time with loved ones and friends. Now that 2018 is in full swing, some investors may be reflecting on the time they spent with their families, bringing the importance of estate planning intomind.
A large segment of our industry is pushing to reduce compensation and replace investment advisers by adopting technology. On the other end, a large segment of clients simply cannot afford to lose the benefit of working with an investment adviser.
As many Canadian investors continue to demand a more holistic and customized approach to meet their needs, you may wish to introduce your local Canaccord Genuity Wealth & Estate Planning team member to your clients and prospects.
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.