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Wealth management that revolves around you

Whether you are an experienced or inexperienced investor, we create a personal space around you.

Wealth management is about developing and consistently following an integrated wealth strategy encompassing financial planning, tax management, retirement preparation, legacy creation and more.

Services Overview

Investment

  • Private investment management
  • Managed solutions
  • Active investment management
  • Fee-based accounts
  • Alternative assets

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Wealth & Estate Planning

  • Financial planning
  • Charitable giving
  • Education planning
  • Estate planning
  • Retirement planning

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Insurance Solutions

  • Disability insurance
  • Critical illness insurance
  • Term, whole or universal life insurance
  • Segregated funds
  • Comprehensive tax planning

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Please contact us today to learn more about our solutions and services.

Who We Are

A culture of partnership

Canaccord Genuity Wealth Management is Canada’s preeminent wealth management firm, focused on providing best-in-class wealth management strategies and capabilities. Our Investment Advisors are backed by a wide array of resources and specialists who work together to build a customized plan to align with your goals and help you succeed.

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Our Values

Driven by your success

You are unlike any other investor in the world. That’s where we start. Our entire model is built around you — your goals and your vision of success. To us, each situation is unique and deserves a customized and tailored solution to help you achieve your goals, as you define them.

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