Investment solutions and portfolio management support that ranges from individual security selection to comprehensive, diversified and customized managed portfolios

Tax planning that identifies the most tax-efficient ways of holding your investments and overall assets, while guiding you through changing tax regulations

Wealth protection strategies, including a wide array of creditor protection insurance solutions and guaranteed income offerings suited to your needs

Insurance from all the major carriers available on Canaccord Genuity Wealth Management’s open-architecture platform

Wealth transfer framework that ensures your estate passes to your intended heirs efficiently and in accordance with your wishes

Legacy planning guidance to implement giving strategies, from the donating shares to creating a foundation

Corporate planning services, including strategic valuations and assessments for mergers and acquisitions as well as corporate financings.

 

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