Financial Management Planning and Advisory Services

Investments

Wealth Management Strategies

  • Retirement Compensation Arrangements
  • Individual Pension Plans (IPP)
  • Maximizing Portfolio Potential
  • Estate Bonds*
  • Using Trusts to Protect Your Assets

* Offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.

 

 

Canaccord Genuity
Global Portfolio Solutions (GPS)

Awards

The rigorous process underlying GPS Optimized Portfolios has been internationally recognized as a best-in-class investing discipline:

Gold Standard Award for Discretionary Portfolio Management (UK) – 2012, 2013

Five-star rating – Defaqto