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Unwavering dedication to building
your wealth

Wealth Management

There’s a reason why our Investment Advisors work diligently around the clock to gain in-depth insights into market changes and industry growth. Everything we do is driven by an unwavering dedication to building your wealth and achieving the legacy and life you envision.

Our bespoke approach to every client means that the nuances of your situation, your goals and comfort levels are all taken into consideration when building your personalized financial solution.

Create a Plan

Leveraging our broad offering of expertise, tools and resources, a Canaccord Genuity Wealth Management Investment Advisor can work with you to create a plan to help you get to where you want to be.

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.

Find an Investment Advisor      

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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