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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Access Canaccord Genuity’s online portals

From this page, you can securely access your valuation and up-to-date information about your investments. You can also view your portfolio dashboard and cash statements, as well as check any purchases and sales - and much more.

Private client

If you are a private client, you can login by clicking the button below. 

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Professional advisers

If you are an external adviser or an intermediary who has clients with CGWM, you can login by clicking the button below. 

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Historic information - Punter Southall Wealth

If you are a CGWM client who used to be with Punter Southall Wealth and need to access historic information (pre-April 2023), you can log in using the button below.

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US clients

If you are a client on our US platform, please log in below.

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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.