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Morgan Stanley Partners with Canaccord Genuity to Enter Canadian Wealth Management

As Morgan Stanley is entering the Canadian wealth management market, they have chosen Canaccord Genuity to be the platform provider to support this entry. The entrance of the US-based powerhouse will be yet another chance for Canaccord Genuity to show off its capabilities.

Please see the LinkedIn post from Canaccord Genuity Wealth Management Canada's President, Stuart Raftus, detailing his pride in this partnership:

https://www.linkedin.com/posts/stuartraftus_us-investment-bank-morgan-stanley-launches-activity-6669343166883221504-7PlZ

Canaccord Genuity Weath Management Partners with Envestnet

Canaccord Genuity Wealth Management was yet another massive partnership to increase the ease of entry for Envestsment Inc. into the Canadian wealth management industry. This partnership allows for all investment advisors at Canaccord Genuity Wealth Management, including Stephen Polonoski, to have access to Envestnet’s Enterprise Portal platform. This partnership should give all advisors enhanced account-management tools and performance reporting. 

If you are interested in obtaining more information about this partnership, please read this article from the Globe and Mail where our President, Stuart Raftus, details the manner: https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-envestnet-expands-presence-in-canada-with-pair-of-strategic/

A Message on Options from Stephen Polonoski

"Given volatility is high, certain option strategies should be considered for finding entry points and exit points on your blue chip investments or indices. For investors suited in option trading, one interesting strategy to familiarize yourself with is 'Put writing.' As a derivative market specialist, I am happy to explore whether options could be suitable as part of your investor toolbox."

Any existing clients interested in discussing this strategy, as well as any individuals seeking further education on the matter, feel free to reach out to Stephen directly.

Volatility and Opportunity

Amidst the COVID-19 effects on the financial markets, volatility has become a household word. Although some investors may be weary of volatility, it often presents unique opportunities that can be taken advantage of.

It is times like these where experience is extremely necessary. If you believe that you may benefit from the consulting of an experienced portfolio manager, emails are welcomed to spolonoski@cgf.com. 

Steve Polonoski, FCSI, FMA, CIM, DMS

Investment Advisor
Assistant Branch Manager

Janeth Aranda

Administrative Assistant

Janeth is experienced at providing client services support in the areas of administration, documentation, systems organization and online client access. Janeth is trilingual in the official Canadian languages of French and English, and also fluently speaks Spanish, in order to help serve our Spanish speaking clientele. Janeth is happily married to Stephen and also regularly attends many business building and client servicing events along with Stephen.