Advanced Planning

 

A comprehensive plan gives you a big-picture view of your overall wealth, and provides you with a strategic approach to protecting and harmonizing the benefits of your various assets. We draw on a team of highly experienced financial planning, insurance*, tax and investment experts to provide you with comprehensive planning in 10 key areas.

 

Investment solutions

We can provide portfolio management support that ranges from individual security selection to comprehensive, diversified and customized managed portfolios

Wealth protection

To protect your wealth in ways that go beyond tax planning, we can customize a wide array of creditor protection insurance solutions and guaranteed income offerings.

Legacy planning

We can provide you with guidance in creating your family legacy by implementing planned giving strategies, from donating shares to creating a foundation.

 

Tax planning

We can help you plan the most tax-efficient ways of holding your investments and overall assets, while guiding you through changing tax regulations. We also work closely with our Wealth and Estate Planning Specialists,* as well as your accountant and other tax professionals, to mitigate or eliminate tax.

Insurance*

Canaccord Genuity’s open-architecture platform allows us to present you with the full range of insurance solutions from all the major carriers, customized to your specific needs.

Wealth transfer 

We work closely with you and qualified specialists to develop a framework that ensures your estate passes to your intended heirs efficiently and in accordance with your wishes.