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Timely Topics


New Office Opening in Winnipeg, Manitoba
1 June 2018 in Timely Topics

We are pleased to announce the opening of a new wealth management office in Winnipeg, Manitoba. This development further supports the Company’s objective of selectively recruiting top industry talent in pursuit of growing its assets under management and administration and operating the premiere independent wealth management business in Canada.

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Mandate of the Month: Balanced Fund Investing: “Half” the Freak Out During a Market Correction…
1 May 2018 in Timely Topics

2017 was one of the historically least volatile markets we have seen since the mid-60s. As such, investors were anticipating a more volatile 2018, but few expected the severity and frequency of the swings seen on Bay Street and Wall Street this year.

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Marketing Timely Topic – Sandwich Boomers: Easing the Squeeze
1 May 2018 in Timely Topics

Today’s baby boomer generation faces a new challenge: the dual role of taking care of children and aging parents. Currently, many baby boomers provide some form of care to aging parents but also provides support to children. Increasingly, boomers are finding themselves “sandwiched”, as children take longer to become self-sufficient and elderly parents live longer. However, there may be ways to ease the challenges for those who face this dual-support role.

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Insurance to Fit Your Life
2 April 2018 in Timely Topics

Many of our clients are unaware that we are able to look after their life insurance needs, just as we deal with their investment transactions.

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Spousal Loans
15 March 2018 in Timely Topics

Tax season is upon us! To assist with your filing considerations this time of year, we are pleased to share this months’ marketing resource on Spousal Loans. Current conditions make this an opportune time to consider a spousal loan as an income-splitting strategy to minimize taxes.

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1 February 2018 in Timely Topics

It's that time of year again, when contributions and limits are on many of your clients' minds. 

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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.

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