Personalized Investment Solutions

Whether you’re planning for retirement, your child’s education, the succession of your business and other assets, or any other life goal, the right investments are key to achieving your desired outcomes.

We provide a customized financial plan, fit to the individual. We draw on our industry Knowledge and expertise – backed with exceptional service and dedication to consistency. We monitor investment progress and gauge the path of advancement of the financial plan using an independent and flexible “Go Anywhere” strategy.

Wherever your destination, you can reach it with us as your guide.

Qualified Financial Specialists 

Our team provides access to unique resources not readily available from a big bank. Our ability to hand select money managers and provide alternative investments offers flexibility and growth potential which differentiates us.

We are specialists in many areas of wealth management, and when our clients have a specific need, we leverage the strengths of our talent at Canaccord Genuity. That’s the same approach we use to identify hedge funds, private placements, initial public offerings (IPO’S) and secondary prospectus issues to give a performance advantage to investors who can accept a higher level of risk.

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Request a Portfolio Review

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