As an investment advisor at Canaccord Genuity, providing investors with insightful analysis of individual stocks, portfolio construction and continuing portfolio management. This addresses investors’ need to build and protect their wealth to provide financial stability for all market conditions and stages of investing - wealth accumulation to portfolio growth to income generation. Fully options licensed, to assist investors take advantage of opportunities and manage risk and exposure within their portfolios through derivatives trading. Portfolio recommendations are ideally suited for accounts $250,000+.
A comprehensive plan gives you a big-picture view of your overall wealth, and provides you with a strategic approach to protecting and harmonizing the benefits of your various assets. We draw on a team of highly experienced financial planning, insurance*, tax and investment experts to provide you with comprehensive planning in 10 key areas.
We can provide portfolio management support that ranges from individual security selection to comprehensive, diversified and customized managed portfolios.
We can help you plan the most tax-efficient ways of holding your investments and overall assets, while guiding you through changing tax regulations. We also work closely with our Wealth and Estate Planning Specialists,* as well as your accountant and other tax professionals, to mitigate or eliminate tax.
To protect your wealth in ways that go beyond tax planning, we can customize a wide array of creditor protection insurance solutions and guaranteed income offerings.
Canaccord’s open-architecture platform allows us to present you with the full range of insurance solutions from all the major carriers, customized to your specific needs.
We 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.
We can provide you with guidance in creating your family legacy by implementing planned giving strategies, from donating shares to creating a foundation.
* Services provided by Canaccord Genuity Wealth & Estate Planning Services Ltd.