Our Expertise
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 areas of expertise:
- 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, Canaccord Genuity 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 expertly crafted to suit each investor
- No in-house products to push
- We operate within the hours that convenience you
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 an expert may change your investment outlook.
