Products and Services

Wealth management that revolves around you

Our Investment Advisors offer their experience and knowledge in Wealth Management, Investment Management, Estate Planning and Philanthropy.

Our boutique wealth management practice is focused on understanding you and the values that will shape your legacy. We commit to your long-term goals through a tailored investment strategy that is personalized to your unique circumstances.

Financial Management Planning and Advisory Services

Investment Portfolio Management
Retirement Planning
Estate Planning*
Cash Flow Management
Risk Management
Insurance*

Investments

Stocks
Income Trusts
Preferred Shares
New Issues
Private Placements
Flow-through Investments – Tax Shelters
Bonds, Debentures, GICs
Mutual Funds
Hedge Funds
Indexes

Wealth Management Strategies

Financial solutions to meet your goals

Retirement Compensation Arrangements
Individual Pension Plan
RRIF
Maximizing Portfolio Potential
Estate Bonds*
Using Trusts to Protect Your Assets

* Offered through Canaccord Estate Planning Services Ltd.

Insurance Solutions

Our Wealth & Estate Planning services offer you a complete range of insurance products and services. Our ability to draw on a wide selection of solutions will help you achieve financial security.

We can provide you with comprehensive tax and estate planning services including Retirement Protection Programs, as well as advice to help preserve your capital and distribute your assets efficiently. Your Canaccord Genuity Wealth & Estate Planning Specialist can help you choose from an array of solutions including disability, critical illness, segregated funds and more.