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Investment market updates, client procedures, COVID-19 updates and how to protect yourself from fraud

At Canaccord Genuity Wealth Management (CGWM), the long-term wellbeing of our clients, colleagues and business contacts is our top priority. With that in mind, we continue to monitor the COVID-19 (coronavirus) situation closely and want to let you know about the additional steps we are taking to be extra vigilant.

Protect yourself from fraud

We are aware that fraudsters are using the Canaccord Genuity name, logo and office address in an attempt to exploit unsuspecting clients. Read some of the measures you can take to protect you and your money from fraud.

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Market update

Post-COVID-19 tax planning: what can I do to mitigate tax rises?

Following the UK’s most recent Budget, we revisit our Post-COVID-19 Wealth Planning Guide on tax to look at just how the changes announced could affect you, as well as the potential for more changes to come.  

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Investing in technology – should investors look beyond the US?

Think technological innovation and you need to start in the US whose largest stocks are all technology-related. But does this mean the UK, or in fact Europe is devoid of investment opportunities in innovation?

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Investing in equities in 2021 - why they can keep on rising

In our latest zoom webinar to clients, our Chief Investment Officer, Michel Perera, gives his outlook on the investment market and the opportunities around investing in equities in 2021.

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We can-do all this for you

As the UK starts to emerge from lockdown, and we at Canaccord continue to plan for a ‘new normal’ way of working, we wanted to show you how we’ve successfully navigated this uncertain environment so far, how we’ve adapted smoothly and crucially, how we continue to give our clients confidence in their long-term financial futures.

Key actions we are taking for clients, colleagues and business contacts

We continue to monitor the COVID-19 (coronavirus) situation closely and want to let you know about the additional steps we are taking to be extra vigilant.

Find out more

Important changes to our working procedures

We are working hard ensure the continued smooth working of our business and have put in place some temporary changes to ensure our clients continue to receive the best experience. 

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Client asset protection

The safety of our client's assets is of paramount importance to us at CGWM and we understand, especially during this current uncertain time, that our clients are concerned about the security. 

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#wecandothis

 Our priority is your long-term wellbeing. At this unprecedented time, we’d like to offer some #cando motivation to keep you happy and healthy.

Click here to find out more and join in.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.