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What We Do

With the advantage of our robust intelligence infrastructure, our Investment Advisors offer their expertise in Wealth Management, Investment Management, Insurance Solutions and Estate Planning.

This is not a big bank environment, where a templated approach is standard procedure. Our boutique wealth management practice is focused on understanding you and the values that will shape your legacy. We commit to your long-term goals through a tailored investment strategy that is personalized to your unique circumstances.

Wealth Management

We create personalized wealth strategies for every aspect of your financial goals and aspirations.

Investment Management

Our Investment Management practice provides a broad range of solutions across asset classes to help you meet your goals.

Wealth and Estate Planning

Create a strategy that passes on your legacy, as well as your assets to your loved ones.

Insurance solutions

Plan for an uncertain future with products to help manage risks and maximize efficiency.



Why Canaccord Genuity Wealth Management?

The complexities of managing money requires a deep understanding of client needs, a coordinated effort and a commitment to long-term relationships centered around trust and transparency. At Canaccord Genuity Wealth Management, clients benefit from the intellectual capital and personalized services of a world-class organization and dedicated Investment Advisors who believe in a bespoke approach to client relationships.

  • Portfolio Management Solutions
  • Cash Management
  • Equity Syndication Services
  • Insurance Solutions
  • Tax Planning Solutions
  • Philanthropic Solutions
  • Wealth Transfer Planning
  • Market Insights and Research
  • Private Wealth Management

The Value of Advice

It’s time to capitalize on Canaccord Genuity Wealth Management’s unique and powerful perspective. Dedicated to customizing solutions for you, our Investment Advisors are also connected to global commerce. Get connected to them.

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Ideas and Insights

Don't leave tax planning too late!

By the time spring approaches and personal tax season is well underway, it is often too late to do much to save taxes. Instead, planning ahead and taking action before the close of the year can be one of the best ways to improve your tax position. Here are some actions that should be considered before December 31st. Be sure to speak with a tax advisor for the
best advice relating to your personal situation. 

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Passing Along the Business

When you pass along a business to the next generation there are some significant tax implications to consider.

For many business owners, the natural plan for their corporation’s succession is to transfer ownership to the next generation. While there are many factors to consider when deciding to keep the business in the family, the tax implications can be significant.

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Tony Dwyer – US Economy Snapshot

Tony Dwyer, Chief US Market Strategist at Canaccord Genuity presents the real picture of the US economy – what’s driving the markets and where are they heading?

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See our Ideas and Insights

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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