Wealth and Estate Planning
Developing a financial plan or an estate plan will help ensure that you have the information and tools to make the right investment choices for you. At Canaccord Genuity Wealth Management, we know how important it is to develop plans that consider both your current and future needs, as well as the needs of those you love. Working closely with your Investment Advisor, our Wealth & Estate Planning Specialists can help guide you through a process that includes financial planning and charitable giving strategies to ensure you make the most of your investments.
Services offered by Canaccord Genuity Wealth and Estate
Planning Services include:
We work with you to provide an in-depth analysis of your current financial picture. In our discovery meetings, we will gather information about where you are now and what you want to accomplish. We then create a personalized plan to help you reach your short and long-term goals.
Our attention to your success remains paramount and we conduct annual update meetings to discuss and adjust your plan as necessary.
Charitable Giving is an integral part of your financial and estate plan, allowing you to support initiatives that are important to you, while also helping to maximize tax-efficiency.
Canaccord Genuity Wealth and Estate Planning has partnered with Charitable Impact Strategies. They offer a unique Donor-Advised Fund that allows you to donate your securities directly. Together with our Wealth and Estate Planning Specialists, they create a customized donation plan for you, to ensure that your charitable giving wishes are achieved.
Your Investment Advisor can help you maximize your savings through tax-deferral strategies including the Registered Education Savings Plan (RESP). An RESP is a great way to start planning for your children(s) education.
You've spent your life accumulating your wealth. Your Investment Advisor can help you to preserve these assets and ensure they are managed the way you intended. We will work together to create a personalized estate plan that meets your needs, as well as the needs of those you love.
How much should you save? How much will you need? How can you defer and reduce the taxes you pay before and after retirement? These are just some of the questions your Canaccord Genuity Wealth Management Investment Advisor can help you answer when building a retirement plan suited to your needs and goals.
Business Succession Planning
Having a succession plan will not only allow the transfer of your business to be more successful but will also afford you an opportunity to better protect the business you have built. The right succession plan will provide you with the ability and tools to deal with any potential unexpected roadblocks.
Corporate Planning involves creating both a short-term and long-term plan to improve the overall financial health of your business.
Finding the best benefit plans for your employees can be a challenging task. With help from our partners we ensure that you have a dedicated, industry-leading partner throughout the process.
Individual Pension Plans
An Individual Pension Plan (IPP) is a defined benefit pension plan built specifically for you, where you can make increasing contributions over time to fund a pre-determined retirement amount. IPPs can help you retire on your own terms, while also providing significant tax and estate planning benefits.
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.