Canaccord Genuity Wealth & Estate Planning Services Ltd. specializes in meeting the evolving and often complex needs of high net worth individuals in Canada.

Wealth and Estate Planning

Developing a financial plan or an estate plan will help ensure that you have the information and tools to make the right investment choices for you. We know how important it is to develop plans that consider both your current and future needs, as well as the needs of those you love. Working closely with our Wealth & Estate Planning Specialists, we can help guide you through a process that includes financial planning strategies to ensure you make the most of your investments.

 

Components of a Comprehensive Plan

Financial Planning

Charitable Giving

Education Planning

Estate Planning

Retirement Planning Business Succession Planning

Corporate Planning

Group Benefits

Individual Pension Plans

Mindful of your current and future financial needs, as well as your desire to establish a financial legacy, we work to help you navigate the complexities of wealth transfer and integrate your vision into your estate plan. 

 

  • 13 Wealth & Estate Planning Specialists and support staff

  • Cohesive and collaborative team

  • Extensive industry designations: CPA, CFP, CLU, CHS, TEP, RRC, FCSI, FMA

  • Experts in advanced estate planning - Corporate trusts, farming, complex tax-focused insurance strategies

 

Our Partnerships

 

           

 

         

    

Learn more about our Wealth & Estate Planning Services

Please fill out the form below if you would like more information on our services or to schedule a meeting with our team and a Wealth & Estate Planning Specialist.