Who We Are
Canaccord Genuity Wealth Management is a boutique investment management firm with Investment Advisors across the globe. Connected to commerce through authentic insights and capital markets partnerships, Investment Advisors tap into our global financial intelligence when building a personalized financial solution for you.
Our goals are simple, but of immense importance. Build your wealth. Secure your legacy.
And help you achieve success in life, however you define it.To achieve this, we search the globe for investment opportunities, and deliver targeted long-term and near-term investment strategies.
Whatever your goals are, we can help
A Canaccord Genuity Investment Advisor can provide recommendations for generating growth or a steady stream of income, tax and estate planning strategies, and investment portfolio solutions that are right for you.
Whether you are preparing for retirement or supporting the cost of education, it's never too soon to plan ahead. Canaccord Genuity Investment Advisors will work with you to create a portfolio of investment solutions that align with your future goals.
A Canaccord Genuity Investment Advisor 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?
No matter your level of wealth or investment expertise, we will be attentive to the finer details of your goals and aspirations to craft a service to suit you.
- We will have a deep understanding of your needs and goals
- Receive support whether experienced in or new to wealth management
- You will receive regular input from our investment experts
- Equities and funds to suit you
- Meetings and calls are arranged with an investment manager to suit you
- Nationally recognised with memberships of 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.