Are you preparing for retirement? Or funding your – or your child's or your grandchild's – education? You may want to travel or to start your own business. Whatever your future holds, Canaccord Genuity Wealth Management can help develop a plan to achieve your goals.
We begin with a CC Wealth Assessment, to determine your needs, and a CC Wealth Strategy, to develop a plan to address them. From there, a Canaccord Advisor may recommend products and solutions for financial and estate planning or tax planning, as well as building a portfolio of investments that is right for you. Solutions like a CC Registered Plans Program, CC Insurance Services*, CC Investment Counselling Program or a variety of equity, fixed income or mutual fund investments may be a part of your personalized plan.
For more information or to get started today, please contact a Canaccord Advisor near you.
* Offered through Canaccord Estate Planning Services Ltd.