Services

Fee-based advisory services

My business is primarily fee-based. This allows my clients to pursue their investment goals without being concerned with individual transaction costs. I can execute trades and rebalance a client’s portfolio without incurring additional costs. A flat fee based on the value of the account covers it all.

Insurance*

Canaccord Genuity’s open-architecture platform enables us to present you with a full range of insurance solutions from all the major carriers. We will present you with suitable options customized to your specific wealth and estate planning needs.

Estate planning*

Estate planning is essential to organizing your financial affairs and leaving a lasting legacy. Our estate planning specialists will develop a framework that ensures your estate passes to your intended heirs efficiently and in accordance with your wishes. The framework includes estate tax strategies to optimize your wealth transfer.

Financial planning

Financial planning helps you create the financial framework you need to meet your objectives. We make this process simple yet effective by allowing you to coordinate all of your financial solutions through one trusted source.

Education planning

Planning for your children’s or grandchildren’s post-secondary education may be one of the best investments you make for their future. A Canaccord Registered Education Savings Plan (RESP) can make the job easier by helping you save in a tax-sheltered environment.

Global investment ideas and opportunities

As a client, you have privileged access to the industry-leading insights of Canaccord Genuity's award-winning Research team, which analzyes over 1,000 companies, listed on 10 exchanges, in 18 key sectors of the global economy.

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