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Time to Work with a Professional Investment Advisor

Our Expertise

With over 40 years of combined experience, my wealth management network delivers what high net worth clients and their families are looking for: a team-based approach encompassing their entire financial portfolio. Here are our areas of expertise:

  • RRSP Investments
  • Private Wealth management services
  • Provide tax-efficient strategies (corporate and individual)
  • Access to new issues (IPOs, financings)
  • Creation of low-cost Individual Pension Plans for small business owners
  • Efficient charitable donation planning
  • Insurance & Estate Planning
     

The Difference: An Independent Professional working for you

As an investor, you have more choices than ever to deal with a reputable wealth management firm. In Canada, Canaccord Genuity Wealth Management is a leading, publicly trading non-bank wealth management firm. Here is how we are different:

  • Direct access to a Portfolio Manager
  • Every strategy is expertly crafted to suit each investor
  • No in-house products to push
  • We operate within the hours that convenience you
     

Becoming a Client

Our typical client is a high net worth individual with a minimum of 250,000$ of assets to invest, who may already have an investment advisor. He or she is looking for a complete financial solution and does not want to be sold any cookie-cutter solutions.

We would love the opportunity to learn about your investments needs by offering you a complimentary second opinion on your investments/finances. Please contact us to learn how working with an expert may change your investment outlook.

 
     

About Canaccord

Canaccord Genuity Wealth Management meets investors' individual needs by searching the globe for investment opportunities. Read more.

Calculatrices financières

  • Investir pour l’avenir
  • Gérer un emprunt
  • Planifier le financement d’études
  • Gestionnaire de prêt hypothécaire