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Thank you for your interest in our survey. Unfortunately, this survey is specifically for private clients of Canaccord Genuity Wealth Management.
Our latest insights
We want you to achieve meaningful outcomes from your wealth – this is central to our wealth planning philosophy and leads us to the question: what is your money for?
Read moreHow can cash flow modelling help you to make long-term financial choices with confidence? No matter what your circumstances, you will have essential costs, both certain and unexpected, to meet now and in years to come. Cash flow planning takes account of unknowns such as inflation rates, and makes assumptions, to help you look into the future.
Read morePensions are among the most tax-efficient ways to invest for your future. But pension rules are complex – and the most recent changes in legislation have made them even more challenging. What do the new rules mean, and could you benefit from them?
Read moreInvestment 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.