We provide our clients with financial guidance, education and industry insight for every major life transition. We believe preparation and foresight are essential to developing a detailed financial plan that will help our clients reach their goals, and position their family for financial success from one generation to the next. 

Integrated Wealth Planning

A financial plan acts as a roadmap to achieve your lifestyle goals, such as, buying a home, saving for your children's education, and traveling during retirement. This financial roadmap will help you set, or redefine a reasonable lifestyle expectation as your life changes to make sure your goals are always in reach. Building a plan is key to your financial success because it provides the details and directions to build your wealth, reduce debt, and improve savings. Your roadmap takes into account the following comprehensive wealth management solutions:

  • Retirement planning
  • Estate planning
  • Risk management
  • Tax-efficient strategies
  • Insurance solutions
  • Asset allocation
  • Investment solutions 

Personalized Investment Solutions

We provide a customized financial plan, fit to the individual. Whether you’re planning for retirement, your child’s education, the succession of your business and other assets, or any other life goal, the right investments are key to achieving your desired outcomes.

Qualified Financial Specialists 

We are specialists in many areas of wealth management, and when our clients have a specific need, we leverage the strengths of our talent at Canaccord Genuity. 


Recent Posts

Business Succession Planning - are you prepared?

Jan 22, 2019

If you’re a business owner, you will eventually be faced with the question of what happens after you decide to leave the business....

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Life Insurance and Saving for Retirement

Jan 22, 2019

One of the most common ways to take advantage of tax benefits when considering longer-term retirement planning is to invest in a Registered Retirement Savings Plan (RRSP)....

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Three Steps to Financial Wellness

Jan 04, 2019

Financial Wellness = Financial Security...

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Office Address

609 Granville Street, Suite 2200
V7Y 1H2 Canada