Canaccord Genuity Wealth & Estate Planning Services Ltd. specializes in meeting the evolving and often complex needs of high net worth individuals in Canada.


Mindful of your current and future financial needs, as well as your desire to establish a financial legacy, we work to help you navigate the complexities of wealth transfer and integrate your vision into your estate plan. 

 

  • 13 Wealth & Estate Planning Specialists and support staff
     
  • Cohesive and collaborative team
     
  • Extensive industry designations: CPA, CFP, CLU, CHS, TEP, RRC, FCSI, FMA
     
  • Experts in advanced estate planning - Corporate trusts, farming, complex tax-focused insurance strategies

 

Our Partnerships

 

           

 

         

Learn more about our Wealth & Estate Planning Services

Please fill out the form below if you would like more information on our services or to schedule a meeting with our team and a Wealth & Estate Planning Specialist.