Understanding your life priorities is an important part of how we work with you. It's not just about the markets and returns, it's about what matters most to you and the financial goals you aim to achieve. We believe there is value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. Once we understand your goals and priorities we will create an actionable strategy with personalized advice and measurable goals.
We provide access to the following suite of holistic wealth management services that can help coordinate, consolidate and simplify your financial life.
Comprehensive financial planning. We conduct a complete assessment of each client’s financial objectives and life goals before developing a comprehensive plan. We’ll adapt and reshape the plan depending on life changes, offering a holistic view and giving you informed, intelligent advice appropriate for your circumstances.
Retirement planning. Retirement means something different to each person and each situation is unique. We work with you to develop a goals-based strategy so that you can manage competing priorities and anticipate and avoid the obstacles that may arise along the way.
Wealth & estate planning. Our team understands the importance of considering both your current and future needs, as well as the needs of those you love. Working closely with our Wealth & Estate Planning Specialists we can help guide you through a process that includes financial planning and charitable giving strategies to help ensure you make the most of your investments.
Tax-efficient strategies. Working with your tax professional, we can offer guidance on ways to structure your wealth in a tax-efficient manner. We can advise you on your cash and income-producing vehicles or distributions from a trust or retirement account.
Insurance solutions. Working with our Canaccord Genuity Wealth & Estate Planning Specialists, we can help you choose from an array of solutions including disability, critical illness, term, whole or universal life, segregated funds and more.
Succession planning for your business. As a business owner, you’ve invested a lot of time and effort into growing your business. With proper succession planning, we can help you accumulate, preserve and pass on wealth, while helping to minimize potential tax liabilities.
Philanthropic solutions. Giving can not only help the organizations our clients choose, but can also generate personal tax benefits and advance their wealth management plan. We help with strategies that include private family foundations, charitable trusts, charitable gift annuities and donor-advised funds.
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