Tax planning
Taxes can have a significant impact on your wealth and estate. One of the key benefits of Complete Canaccord is collaborative thinking across investment strategy and tax planning. I can help you plan the most tax-efficient ways of holding your investments and overall assets, while guiding you through changing tax regulations. In addition, I will work closely with our Wealth and Estate Planning Specialists,* as well as your accountant and other tax professionals, to mitigate or eliminate tax.
Wealth protection
To protect your wealth in ways that go beyond tax planning, I can customize a wide array of creditor protection insurance solutions and guaranteed income offerings.
Insurance*
Canaccord’s open-architecture platform allows me to present you with the full range of insurance solutions from all the major carriers. I will offer you suitable options customized to your specific wealth and estate planning needs.