Wealth planning

While much is still unknown about what the future holds, our articles in the latest edition of News & Views demonstrate how we can help clients through these uncertain times in a balanced way. We cover a whole range of topics from Brexit and the US election, to investing in oncology and battery technology. 

In this article, our CIO, Michel Perera explores six key trends he believes are set to underpin our changing world but which provide clear opportunities for investors.  

At Canaccord Genuity Wealth Management, we want to help make financial autonomy a reality for women – even more so in this post-COVID-19 new normal. Read our article to find out more.

We have always encouraged our wealth planning clients to include provisions for long-term care in their plans. However, care homes have recently been under the spotlight for all the wrong reasons, and sadly the post-COVID-19 position will not be any easier. Read our article to find out more. 

While the long-term effects of COVID-19 pale in comparison with the immediate loss of human life, we have been considering the effects of the disease on our clients in the future, particularly your plans for retirement.

The COVID-19 pandemic has been a global tragedy. The human costs of the disease have been profound, widespread and life changing. Of course, there are more important issues at stake than taxes and wealth planning. Yet for many people, having survived the crisis, these will become the most pressing things on their mind. How will their income be affected?