Wealth Management: Reimagined
Forging a new path in wealth management
In a complex, multidimensional industry where differences between firms can be difficult to identify, standing out requires more than expertise – it demands a platform built with intention.
Key components of modern wealth management platforms – such as investment management, financial planning, technology, in-house operations, insurance solutions, and a broad product shelf – are now considered industry table stakes.
We have built a boutique wealth management firm that enables Canada’s elite Investment Advisors to exceed client expectations. We offer industry-leading solutions, further strengthened by the fact that every element of our high-touch, high-tech platform has been thoughtfully designed to seamlessly connect with one another. This integration sets Canaccord Genuity Wealth Management apart and empowers you to establish a new standard in client service and grow your practice.
We have established a distinct new category within our industry.
We are not weighed down by bank bureaucracy and legacy technology or constrained by the limited resources of some traditional independents. We have built the best of both worlds for Canada’s most distinguished advisors looking for an elevated and reimagined wealth management platform.
Our approach prioritizes what matters most: you and your clients.
In an industry of cookie-cutter solutions, we’ve chosen to breakthrough, systemically removing the limitations that keep you from delivering an unparalleled experience for clients. Our agile, advisor-centric model allows you to provide services that are customized to your clients’ unique circumstances, offering more than generic, off-the-shelf solutions.
Our reimagined wealth management platform is built on 5 core principles:
A comprehensive, integrated platform tailored for advisor growth
/ 01We know that technology is reshaping wealth management, empowering advisors to strengthen client relationships and grow their business. Unlike other Canadian firms, our fully integrated, data-driven platform connects essential technology tools, enhancing our industry's core offering. This connectivity drives efficiency, allowing advisors to measure what matters, effectively manage their practice, and stand out in a competitive environment.
Enabling a high-tech, high-touch client journey
/ 02We believe that an exceptional client experience requires a combination of real-time data, advanced technology, and personalized support. That’s why we’ve integrated high-tech solutions with a bespoke, high-touch approach, investing heavily in onboarding, communication, and account access technology. This cohesive model creates a personalized client journey that we believe is setting a new benchmark for excellence in our industry.
Novel and innovative marketing and communication
/ 03We partner with you to build your brand positioning, enabling better connections with clients and prospects through modern marketing methods. By leveraging innovative strategies, you will strengthen your value proposition, deepen client relationships, and increase new client acquisition.
Direct in-house operations support for advisors
/ 04Controlling the client experience requires direct ownership of the operations function. That’s why Canaccord Genuity Wealth Management operates a self-clearing platform. You cannot provide service guarantees to your advisors and clients if you’re not on the same team. By partnering closely with our dedicated operations teams – not a third-party service provider – advisors have full, direct access to the subject matter experts who support their business needs.
Global footprint & resources
/ 05With offices across Canada, the U.S., the U.K. and Crown Dependencies, Europe and Australia, Canaccord Genuity Corp. offers global scale paired with local knowledge. Our presence in these markets provides you with informed insights from global strategists and equity research analysts.
We are constantly innovating.
There is no finish line. We are continuously advancing our platform and approach, determined to keep our advisors ahead. We relentlessly question and improve every aspect of the business.
The four simple words in our tagline, Driven by Your Success , shape our world every day. If you’re an advisor driven to realize more, we want to connect with you.
Let Canaccord Genuity Wealth Management show you what’s possible.
Schedule a time to confidentially speak with Matthew Cicci, Head of our Private Client Group.
