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.
We create personalized wealth strategies for every aspect of your financial goals and aspirations.
Our Investment Management practice provides a broad range of solutions across multiple asset classes to help you meet your goals.
We work with you to create a comprehensive financial plan that helps to ensure your short- and long-term financial goals are addressed. This roadmap will carefully and strategically help secure your retirement and eventually pass on your legacy, as well as your assets, to your loved ones.
Why Canaccord Genuity Wealth Management?
We are driven by your success.
Focused, purposeful action and dedication drives everything we do. Our first step is to fully understand your circumstances and your goals. We leverage the extensive resources and expertise at Canaccord Genuity Wealth Management to build a personalized plan based on your financial goals.
- Cash Management
- Financial Planning
- Equity Syndication Services
- Insurance Solutions
- Market Insights and Research
- Charitable Giving
- Portfolio Management Solutions
- Private Wealth Management
- Tax-efficient Strategies
- Wealth Transfer Planning
Your Success Starts Here
Our Investment Advisors are backed by a wide array of resources and specialists who
work together to build a customized plan to align with your goals and help you succeed.
Ready to get started? Take a moment to connect with one of our knowledgable
Investment Advisors across Canada.
Ideas and Insights
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.
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.Read more
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.