Who We Are
Our goals are simple, but of immense importance. Build your wealth. Secure your legacy. It’s all part of being driven by your success.
As Canada’s preeminent wealth management firm, we offer bespoke solutions for clients, utilizing a comprehensive range of wealth management tools and resources.
With a culture of teamwork and excellence, backed by industry-leading platforms and extensive resources, Canaccord Genuity Wealth Management has continued to grow while setting new benchmarks in excellence.
Whatever your goals are, we can help.
A Canaccord Genuity Wealth Management Investment Advisor can provide recommendations for generating growth, preserving capital or creating a steady stream of income. Our professionals can also help you develop tax and estate planning strategies as well as investment portfolio solutions that are customized for your unique situation.
Whether you are building capital for your business, supporting the cost of education or preparing for retirement, it's never too soon to plan ahead. Our Investment Advisors will work with you to create a portfolio of investment solutions that align with your goals.
Our Investment Advisors can help you structure a financial plan to meet your needs and the needs of the people you care about most.
Why Canaccord Genuity Wealth Management?
We take great care to understand the nuances of your goals and aspirations in order to build you a customized wealth management solution. We are driven by your success.
- We establish a deep understanding of your needs and goals
- You will receive personalized support whether you are a sophisticated investor or new to wealth management
- We perform timely reviews to accommodate your evolving needs
- Equities and funds to suit you
- Customized portfolios are built for you using investments that are aligned to your needs
- Memberships with the TSX, TSX Venture Exchange, IIROC and more
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.