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
Wealth & Estate Planning
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Financial & Retirement Planning
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Wealth Transfer, Wealth Sustainability & Business Succession Planning
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Philanthropic Advisory Services
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Wealth Education & the Next Gen
Cash Management Solutions
Financial Planning for Women
Divorce Services