Wealth and Estate Planning

Developing a financial plan or an estate plan will help ensure that you have the information and tools to make the right investment choices for you. We know how important it is to develop plans that consider both your current and future needs, as well as the needs of those you love. Working closely with our Wealth & Estate Planning Specialists, we can help guide you through a process that includes financial planning strategies to ensure you make the most of your investments.

Canaccord Genuity Wealth & Estate Planning Services Ltd. specializes in meeting the evolving and often complex needs of high net worth individuals in Canada.

Mindful of your current and future financial needs, as well as your desire to establish a financial legacy, we work to help you navigate the complexities of wealth transfer and integrate your vision into your estate plan. 

 

  • 13 Wealth & Estate Planning Specialists and support staff
  • Cohesive and collaborative team
  • Extensive industry designations: CPA, CFP, CLU, CHS, TEP, RRC, FCSI, FMA
  • Experts in advanced estate planning - Corporate trusts, farming, complex tax-focused insurance strategies

Our Partnerships