Canaccord Genuity Wealth Management is a leading, Canadian independent investment management firm, focused on providing best-in-class wealth management strategies and capabilities. Our global wealth management businesses are entrusted with over $98 billion‡ in client assets. As a recognized and trusted brand, we offer something that’s refreshingly compelling and valuable in a crowded marketplace: bespoke solutions—not templates. Our Investment Advisors, in collaboration with specialists from across Canaccord Genuity have access to a vast array of resources and knowledge. This investor-focused approach, backed by industry leading research, analysis, and a powerful platform that leverages the latest in technology, is setting new benchmarks in customer service. We are driven by your success.
The wealth management operations of the Canaccord Genuity group (Canaccord Genuity Wealth Management) provide comprehensive wealth management solutions and brokerage services to individual investors, private clients, charities and intermediaries through a full suite of services tailored to the needs of clients in each of its markets. Canaccord Genuity Wealth Management has Investment Advisors (IAs) and professionals in Canada, the UK, Jersey, Guernsey, the Isle of Man and Australia and has advisors in Canada who are registered in the US. In Canada, Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp. In the UK, Canaccord Genuity Wealth Management operates as Canaccord Genuity Wealth Limited and, in the Channel Islands and the Isle of Man, as Canaccord Genuity Wealth (International) Limited. Canaccord Genuity Wealth Management deals with US persons through Canaccord Genuity Wealth Management (USA) Inc.
Quarterly Fact Sheet
‡as at November 2021
Lidder Wealth Advisory Group