Our Expertise
At Canaccord Genuity, we measure our success by the quality and impact of the outcomes we help you achieve. From delivering strong investment performance to preserving and growing your wealth, we aim to instill lasting confidence through a well-structured legacy.
Understanding you is our first step
Through our in-depth discovery process, we take the time to understand both your current reality and future ambitions. We explore key dimensions that shape your financial world, and from there, craft a personal wealth blueprint designed to evolve as your circumstances change.
Assets & Structures
We start by understanding how your wealth is currently positioned. This includes identifying any constraints and opportunities within your existing financial structures, helping to ensure your current approach supports both short-term needs and long-term goals.
Your Circle
Your financial decisions impact and are influenced by a network of people and professionals. We work to understand these relationships, from family members to trusted advisors, to ensure your plan reflects everyone who matters most.
Life Priorities
Your personal, professional, and family values define your vision of success. We take the time to explore what truly matters to you, aligning your wealth strategy with the goals and principles that shape your life.
Complexity
We address the complexities that can affect your financial picture such as cross-border issues, multigenerational planning, family enterprises, and evolving tax regulations. Our goal is to simplify uncertainty and create clarity in your path forward
Estate & Legacy
Preserving your wealth and planning for the future means more than numbers. We help you define what you want to leave behind, who you want to provide for, and how to ensure your legacy aligns with your values.
Growth & Giving
Your ambitions for your wealth are uniquely your own. Whether it’s expanding your business, optimizing investment performance, or creating meaningful philanthropic impact, we design strategies that support your vision for growth and contribution.
Our advisors offer a comprehensive range of planning services to help clients make informed decisions about their wealth, both now and in the future. This includes financial and estate planning, retirement strategies, insurance solutions, tax optimization, and philanthropic planning. Collaborating with clients’ accountants, attorneys, and other trusted professionals, our teams ensure every element of your financial world is thoughtfully integrated and aligned.
Our advisors develop tailored investment strategies based on your goals, risk tolerance, and time horizon. We proactively manage portfolios to align with changing market conditions and your evolving financial needs.
We believe a well-designed financial plan is not a static document, it’s a dynamic, evolving strategy. As a result, we’ve designed our planning process to adapt to life’s changes. Whether you’re facing new situations or starting fresh, we bring perspective and collaboration to help you create a living and breathing long-term financial blueprint.
1.
Client Discovery
Delve into understanding your core values, strategic priorities, and long-term aspirations.
2.
Plan Development
We develop a bespoke financial plan that can include investment selection, tax-efficient structuring, legacy planning, philanthropic initiatives, and multi-generational wealth preservation strategies.
3.
Finalization
Once created, we will review your plan together. Based on this discussion, our team fine-tunes the strategy, incorporating any adjustments needed to reflect changes in your circumstances before implemented
Your wealth strategy is implemented and monitored on an ongoing basis to optimize your portfolio for sustained and long-term success.
Life changes, and so should a plan. Marriage, divorce, a financial windfall, children, or grandchildren are all examples of life events that should be incorporated and updated into a financial blueprint.
6.
Optimize
Our continuous engagement, proactive insights, and annual reviews ensure your portfolio remains aligned with your ever-changing needs
7.
Wealth Transfer
Ensures assets are structured to minimize taxes, preserve family harmony, and ensure your legacy and financial intentions are fulfilled.
