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Canaccord Genuity Wealth Management

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Our Speciality

Focus on fundamentals

With over 40 years of combined experience, my wealth management network delivers what high net worth clients and their families are looking for: a team-based approach encompassing their entire financial portfolio. Here are our specialties:

  • RRSP Investments
  • Private Wealth management services
  • Provide tax-efficient strategies (corporate and individual)
  • Access to new issues (IPOs, financings)
  • Creation of low-cost Individual Pension Plans for small business owners
  • Efficient charitable donation planning
  • Insurance & Estate Planning

The Difference

An Independent Professional working for you

As an investor, you have more choices than ever to deal with a reputable wealth management firm. In Canada, CG Wealth Management is a leading, publicly trading non-bank wealth management firm. Here is how we are different:

  • Direct access to a Portfolio Manager
  • Every strategy is thoughtfully crafted to suit each investor
  • No in-house products to push
  • We operate within the hours that convenience you

Who We Are

A culture of partnership

CG Wealth Management is Canada’s preeminent wealth management firm, focused on providing best-in-class wealth management strategies and capabilities. Our Investment Advisors are backed by a wide array of resources and specialists who work together to build a customized plan to align with your goals and help you succeed.

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Becoming a Client

Our typical client is a high net worth individual with a minimum of 250,000$ of assets to invest, who may already have an investment advisor. He or she is looking for a complete financial solution and does not want to be sold any cookie-cutter solutions.

We would love the opportunity to learn about your investments needs by offering you a complimentary second opinion on your investments/finances. Please contact us to learn how working with a wealth advisor may change your investment outlook.

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Please contact us today to learn more about our solutions and services.

Contact Us

The information on this web site is intended for use by persons resident and located in Canada only.
Insurance and estate planning services are provided by Canaccord Genuity Wealth & Estate Planning Services Ltd.
Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization (CIRO).
Research the background, qualifications and disciplinary information on advisors at CIRO-regulated firms by generating a CIRO Advisor Report.