Canaccord Genuity Wealth Management's Wealth & Estate Planning Services offer you a complete range of insurance products and services, along with a strategy to help you achieve financial security by drawing on a wide selection of insurance solutions.
We can provide you with comprehensive tax and estate planning services like Retirement Protection Programs, as well as expert advice on preserving your capital and distributing your assets efficiently through the use of insurance products. Your Canaccord Genuity Wealth & Estate planning specialist can help you choose from among products including disability, critical illness, term, whole or universal life, and segregated funds and more.
Growing your investments is a dynamic process where you work with your Investment Advisor to reassess your decisions on a regular basis, making sure your portfolio remains appropriate for your changing needs. A Canaccord Genuity Investment Advisor will guide you through this process, ensuring you make the most of your investments.
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.
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.