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We have assembled an experienced, educated and extremely dedicated team to meet your changing wealth management needs. We operate by delivering independent advice and unique opportunities while leveraging Canaccord Genuity's global resources.

Some of our areas of expertise include:

Investment Management
  • Absolute Return Investment Strategies

  • Total Portfolio Construction - Enhanced Traditional Approach


Wealth & Estate Planning
  • Financial & Retirement Planning

  • Wealth Transfer, Wealth Sustainability & Business Succession Planning

  • Philanthropic Advisory Services

  • Wealth Education & the Next Gen


Cash Management Solutions
  • Cash Management & GIC Strategies