Our Services

As a Canaccord Genuity Wealth Management advisory practice, we offer a broad range of services to meet all of our clients’ financial planning needs, including collaborative thinking across investment strategy and tax planning. We draw on a team of highly experienced financial planning, insurance, tax and investment experts to provide you with comprehensive planning in 10 important areas. 

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.

 

Wealth transfer 

I work closely with you and qualified specialists to develop a framework that ensures your estate passes to your intended heirs efficiently and in accordance with your wishes. This framework includes estate tax strategies* to optimize your wealth transfer.
 

Legacy planning

I can provide you with guidance to implement planned giving strategies, from donation of shares to creating a foundation. And I will work closely with the individuals and institutions involved in creating your family legacy.
 

*Offered by Canaccord Genuity Wealth & Estate Planning Services Ltd.