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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 take all of your current and future needs – as well as the needs of those you love – into account. A Canaccord Genuity Wealth Management Investment Advisor can guide you through this process, ensuring you make the most of your investments.

 

Comprehensive Financial Planning May Include Such Steps as:

Retirement Planning

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 you the best-possible retirement plan.

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.

Education Planning

Your Investment Advisor can help you maximize your savings through such tax-deferral strategies as the Registered Plans Program: Registered Education Savings Plan (RESP).

Estate Planning

You've spent your life accumulating your assets, and your Investment Advisor can help you ensure these assets are managed the way you intended by helping you create an estate plan that meets your needs, as well as the needs of those you love.

Cottage Succession Planning

If you own a family cottage or cabin, have you considered a plan for its succession? Although the serenity of the family cottage or cabin may provide a wonderful getaway for many, it is difficult to escape from the tax issues associated with the property’s ownership.

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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.

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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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