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Investment Management

Working across all asset classes and supported by a team of world class Portfolio Managers with access to local market intelligence across the globe, our Investment Advisors can help you build an investment portfolio that can grow and change with you and your goals at every stage of your life. Once you have determined your investor profile and prioritized your current and future financial goals, a Canaccord Genuity Wealth Management Investment Advisor will work with you to develop a relationship based on trust and transparency, and recommend the solutions that will help ensure you make the most of your investments.

  • Global Portfolio Solutions
  • Investment Counselling Program
  • Private Investment Management
  • Active Investment Management
  • Fee-Based Accounts
  • Exchange Traded Funds

Equity Syndication Services

In Canada and abroad, the economy is fueled by ideas that have the possibility to change the world. Canaccord Genuity Investment Advisors benefit from local access to a global network of ideas and opportunities and where appropriate, will work with clients to participate in early-stage funding of these companies. Investing in entrepreneurial thinkers is a key point of differentiation and one we are proud to support.


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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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