Wealth management that revolves around you
We have a strong desire to help you succeed and our approach to investing starts with you. We spend the time necessary to get to know you thoroughly and carefully formulate a portfolio that specifically addresses your unique needs. We are dedicated to providing the best investment solutions for you, regardless of market conditions, and always have a strategy designed to help protect your interests.
Driven by your success
Our clients are people who seek to maximize opportunities and minimize risk and who value our advice to help them manage their wealth. Our clients include working and retired investors who have accumulated wealth through disciplined savings and inheritance; business owners; principals of publicly traded companies; and investors contemplating taking commuted value payments versus pension plan participation.
We often serve the friends, family and business partners of our clients — people referred to us by investors whose trust and respect we have earned. We serve people like you, who have the wisdom to recognize that wealth management requires a high degree of specialized knowledge, experience, dedication and commitment.
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.
Please contact us today to learn more about our solutions and services.
