Working closely with our partners across Canaccord Genuity Wealth Management, we deliver customized, comprehensive investment guidance, investment portfolio review and planning, detailed reporting and ongoing investment monitoring. We can also action transactions and clearing in multiple currencies for equities, fixed income investments, and mutual funds on major stock markets around the world.
After conducting a thorough discovery session designed to help us learn about you and your circumstances, we create an Investment Policy Statement that outlines your financial situation, goals and risk tolerance. This due diligence creates a roadmap for all future financial planning.
Our team provides the following integrated services, aligned with your specific objectives:
*Services provided by Canaccord Genuity Wealth & Estate Planning Services Ltd.
**Services provided through external relationships