Integrated Wealth Planning 

A well-integrated wealth management plan incorporates tax, estate, investment, philanthropic, and risk management planning. 

 

Your plan acts as a roadmap to achieve your lifestyle goals. This financial roadmap will help you set, or redefine a reasonable lifestyle expectation as your life changes to make sure your goals are always in reach. Building a plan is key to your financial success because it provides the details and directions to build and preserve your wealth.

 

 


 
 

 Personalized Investment Solutions

We offer comprehensive wealth management services to business owners, accredited investors and their families. Whether you’re planning for retirement, your child’s education fund, the succession of your business and other assets, or any other life goal, the right investments are key to achieving your desired outcomes.

 

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.


 


 

 

 Qualified Financial Specialists 

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.

 

We use the same approach 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.  

 

 

 


 

Recent Investor Insights

Spring Cleaning Your Finances

May 12, 2021

The notion that embracing simplicity can improve life fulfillment is one that can easily translate to our financial lives, perhaps even improving an overall financial position....

Estate Planning: The succession of the family cottage

Apr 01, 2021

Summer is a time for leisurely pursuits and this year, given the current challenges of COVID-19, most of us will be spending more time closer to home...

The Value of Advice: Emotions & Our Investing Decisions

Mar 04, 2021

It’s no surprise that human emotions can often have an impact on investing. Understanding the psychology behind why we make certain decisions can provide some perspective as we pursue the task of wealth building....

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