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. 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, eliminate debt, and grow savings.

 

 Personalized Investment Solutions

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

We draw on our industry knowledge and expertise – backed with exceptional service and dedication to consistency. We monitor investment progress and gauge the path of advancement of the financial plan using an independent and flexible “Go Anywhere” strategy.

 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.

We use the same approach to identify hedge funds, private placements, initial public offerings (IPO’S) and secondary prospectus issues to give a performance advantage to investors who can accept a higher level of risk.

Wealth Management Services

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Retirement Planning

We work with our clients to develop a realistic and thorough plan with their goals in mind. We use our knowledge of government plans, pension plans, tax strategies, insurance and more, to secure the financial future of your family by protecting and preserving the value of your assets.

Insurance Solutions

Canaccord Genuity Wealth Management's Wealth & Estate Planning Services offer clients a complete range of insurance products and services, along with a strategy to help achieve financial security by drawing on a wide selection of insurance solutions.

Estate Planning

 A will, power of attorney, life insurance, tax-efficient strategies, investment planning strategies, and business succession planning are examples of the components that make up a solid estate plan. We work to ensure that the plan is detailed, fair, and in accordance with our client's wishes. 

Recent Investor Insights

Opening an RESP

Apr 05, 2019

We understand that your children’s future is your priority and helping them achieve their goals without incurring debt is a gift you’d like to provide. A Registered Educations Savings Plan (RESP) can help you make that a reality....

Insurance to Fit Your Life

Apr 03, 2019

Insurance today can work well in conjunction with traditional investment programs to take advantage of certain features of insurance and tax rules....

Tax Implications of Selling Your Business

Mar 05, 2019

When it comes to selling your business, it is easy to focus solely on the sale price. However, the way in which the sale is structured may impact the after-tax proceeds that you personally retain....

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