We work with you to gain a deep understanding of your unique financial and personal situation and then incorporate your vision into a comprehensive financial strategy that you understand.

 

Find Out What Peace of Mind Feels Like . . .

We are first and foremost client-focused. We are commited to making sure everything we do is aligned with your needs and supports you to the fullest possible extent.  We deliver tangible advice with measurable results, providing investment consulting that ranges from inidvidual security selection to comprehensive, diversified and customized managed portfolios.

You benefit from:

  • Muliple strategies and tactics coordinated to achieve your goals
  • Asset allocation that incorporates traditional and alternative asset classes
  • Focus on strategies that align your investments with your overall financial objectives
  • Fee transparency

Tax-efficient Investments:

We can customize a full range of tax mitigation structures including Individual Pension Planns (IPPs) for business owners, incorprated indivduals and coporate executives. We offer traditional tax-deffered accounts including Registered Retirement Savings Plans (RRSPs), RRIFs and TFSAs.  We also provide access to certain types of flow through products, as well as investment instruments paying tax-favoured dividends and/or capital gains.

Capital Markets Services

As part of Canada's leading global indpendent financial services firm, we have access to extensive capital markets resources.  We can provide access to new issues, and deliver, quick accurate trade executions of equities, bonds, mutual funds and alternative investments - in all major global markets, with competitive pricing, and the option of foreign currency trading.

Access to Award-winning Research

The industry-recognized, leading-edge reserach of the Canaccord Genuity Global Research Team clarifies current events and helps investors benefit from market trends.  The team analyzes approximately 1,000 companies, listed on 10 exchanges, in 18 key sectors of the global economy, identifying value and defining risk for our clients.  Clients have privileged access to the team's proprietary research reports through the Canaccord Research Portal.