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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Thank you for your contact request, one of our colleagues will be in touch with you very soon to understand your requirements and needs.  

  

Thank you from David Esfandi, CEO

“Thank you for getting in touch with us. We are delighted to have the opportunity to work with you and one of our specialist wealth managers will come back to you soon.

At Canaccord Genuity Wealth Management, we are driven by an unwavering commitment to help you achieve your long-term wishes and aims for the future. Whether you are planning for your children’s or grandchildren’s school fees or higher education, a comfortable retirement, wealth transfer to the next generation, or simply to check your plans are still on track after what’s been a turbulent year for many.

Our wealth management experts can help you and they will do all they can to help you achieve the financial future you are looking for.”

How our clients feel about our Can-do approach

  • We have been very impressed with the communication from Canaccord during the Stock Market turmoil as a result of the COVID-19 pandemic. How different are Canaccord. “Similarly, the regular emails from Sharon and Canaccord during the early days of the crisis and the opportunity to take part in conference calls is exactly what the nervous investor needs. “Please continue your excellent service.

  • I liked the chief executive’s focus on people rather than scale. They even let me attend some webinars to get an accurate client experience.

  • I would describe Canaccord’s service as being of the very highest standard in all ways and readily recommend it to others.

  • The information conveyed during the call was accessible. Relatively complex information was discussed in layman’s terms, and it followed a logical journey – from upsides with the current markets situation indicating how there has been an overreaction to bad news, to the cautionary stance that there are still significant unknowns, to the opportunities that exist now and in the future. The message was balanced and honest. If I was an individual investor I would be reassured that my money was in the safest possible hands.

  • “HUGE THANKS for the call yesterday morning, it is most welcome at a time like this. You stand out as a shining beacon in the Wealth Management arena, your attitude and ability to keep us all calm is much appreciated.”

Keeping you informed

Spring webinar: Can current economic 'deceleration' actually accelerate investment portfolios?

In this webinar, we discuss how a ‘decelerating’ economy could actually prove to have a positive impact on our client portfolios, and consider when central banks might start reversing the most aggressive acceleration of interest rates seen in over 40 years.

Read more
Japan – is it finally hitting the right notes?

After decades of zero and even minus interest rates why have Japan finally succumbed to increasing rates? Our experts in Edinburgh investigate.

Read more

Wealth management updates

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.