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.