We believe the benefits of scale should never come at the expense of a personal experience. Our size means clients can enjoy wide-ranging expertise, a highly developed and up-to-date technical infrastructure and economies of scale. But our relationship-led approach means clients always have direct access to our people and knowledge.
Our integrated wealth management solution combines expert investment management with hands-on financial planning. This allows our clients to achieve their goals with a comprehensive suite of services. That includes retirement, estate, and intergenerational planning and protection, together with tax-efficient investing – all under one roof.
As part of Canaccord Genuity Group, we benefit from stability and a strong heritage. Established in 1950, the Group is now a leading global financial services firm, operating in wealth management and capital markets. As well as offices in 10 countries, its international capital markets division operates all over the world.