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.
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.
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.
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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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.