Canaccord Genuity Wealth Management's Wealth & Estate Planning services offer you a complete range of insurance products and services. Our ability to draw on a wide selection of solutions will help you achieve financial security.
We can provide you with comprehensive tax and estate planning services including Retirement Protection Programs, as well advice to help preserve your capital and distribute your assets efficiently. Your Canaccord Genuity Wealth & Estate Planning Specialist can help you choose from an array of solutions including disability, critical illness, term, whole or universal life, segregated funds and more.
Growing your investments is a dynamic process where working with your Investment Advisor to assess and reassess your decisions on a regular basis is essential, making sure your portfolio remains appropriate for your changing needs and goals. A Canaccord Genuity Wealth Management Investment Advisor will guide you through this important process, helping to ensure you make the most of your investments.
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.