That’s where we start. At Canaccord Genuity Wealth Management, 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.
Collaborative Wealth Partners provide comprehensive and bespoke wealth management solutions to a wide range of clients – many of whom started their relationship with the firm as members of the employee share purchase plans that we administer. Our exclusive partnerships ensure that investors have access to exceptional, tax-efficient, fully customized portfolio management. Our advanced planning strategies encompass everything from retirement and estate planning to cash flow management, risk management and insurance. *
* Estate planning and insurance solutions offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.
With a recent and significant pivot by governments, policymakers, and business leaders to support environmental, social and governance (ESG) movements, we have created three articles to help you better understand the benefits and reasons to consider ESG investing. Check out our dedicated page on ESG by clicking on the graphic.
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