Wealth Management:
Reimagined.
Whether you are focused on building capital, preserving family wealth, or creating a lasting legacy, we provide a level of expertise, objectivity, and care that stands apart.
Our Philosophy
A Distinct Approach to Private Wealth Management
At Canaccord Genuity, we believe exceptional wealth management firms are built around exceptional investment advisors. That’s why we’ve structured our organization around a single guiding principle: empower our industry’s best advisors to deliver highly personalized wealth strategies, unbiased, insight-driven, and entirely crafted for you.
Understanding You is Our First Step
We know, your wealth reflects more than numbers. It reflects your life, your vision, and your values. That's why our approach begins not with your portfolio, but with a deep understanding of you.
Building Your Personal Wealth Blueprint
At CG, your personal wealth blueprint is built to reflect every facet of your financial life, seamlessly integrating investment management, estate planning, tax optimization, risk mitigation, and intergenerational wealth transfer. Each component is intentionally designed to support the life you’re living today and the legacy you aim to create tomorrow.
A Global Investment Ecosystem
Our clients live, invest, and operate across borders, and so do we. With wealth and capital markets offices in 47 cities across 4 continents, Canaccord Genuity offers the reach and resources of a truly global network. Our Canadian wealth clients gain access to global market insights and a carefully curated suite of investment solutions that span public and private markets, traditional strategies, and sophisticated alternatives from across the globe.
Completely Objective Advice
At Canaccord Genuity, we believe the best wealth advice is guided solely by your goals. Unlike many large institutions, we are not driven by in-house investment solutions or towards company-wide sales targets. That means our advice is truly objective, with one clear priority: every recommendation, every strategy, is guided by what’s right for you.
