We build trusted relationships with clients by providing services based on integrity and comprehensive, personalized advice.

 

We operate akin to a small investment boutique inside a global bank, delivering independent advice and unique opportunities while leveraging Canaccord Genuity’s global resources.

 

Some of our areas of expertise include:

 

Investment Management
  • Absolute Return Investment Strategies

  • Total Portfolio Construction - Enhanced Traditional Approach

 

Wealth & Estate Planning
  • Financial & Retirement Planning

  • Wealth Transfer, Wealth Sustainability & Business Succession Planning

  • Philanthropic Advisory Services

  • Wealth Education & the Next Gen

 

Cash Management Solutions
  • Cash Management & GIC Strategies

 

Financial Planning for Women
  • Financial & Retirement Planning

  • Cash Flow Strategies

 

Divorce Services
  • Financial Planning

  • Asset Protection & Investment Management

  • Wealth & Estate Planning