Skip to main content

The Canaccord Genuity Difference

At Canaccord Genuity Wealth Management, we have built a firm that empowers Canada’s top investment advisors to deliver highly personalized solutions for their clients.
We’ve designed our firm around the simple yet powerful idea that truly personalized advice can shape financial success, create lasting legacies, and provide clarity in an increasingly complex world.

Canaccord Genuity is an independent financial services company that operates in two principal segments of the industry: wealth management and capital markets. Headquartered in Toronto, with a history spanning 75 years, we have grown into an international organization with operations across Canada, the U.S., the U.K. & Crown Dependencies, Asia, and Australia.

A boutique service model

For us, wealth management is about more than investments. It begins with understanding your goals, your life stage and the nuances of your circumstances. We pride ourselves on listening carefully to create strategies tailored to your life today with the flexibility to adapt as your needs evolve.

Whether your focus is on creating wealth, protecting what you’ve built, or planning a legacy for future generations, we provide the guidance and strategies to help you achieve your goals.

Comprehensive services

A thoughtful financial plan is the foundation of every successful wealth strategy. It provides a decisive roadmap that guides actions, supports your goals, and empowers you to navigate the complexity that wealth can bring.

  • Investment management
  • Personalized financial and estate planning
  • Strategic tax solutions
  • Philanthropic giving guidance
  • Tailored education funding strategies
  • Comprehensive insurance planning

Proudly independent

Our firm has been designed to ensure our interests are directly aligned with those of our clients. Unlike other large financial institutions, we are not driven by corporate sales targets or proprietary product mandates.

This independence gives us the freedom to provide objective, unbiased advice—ensuring that every recommendation is made with our clients’ best interests in mind.

We have deliberately chosen to offer an open architecture platform, thoughtfully curated with rigorous oversight. This enables us to deliver tailored strategies built around each client’s unique needs.

Canaccord Genuity by the numbers

125

Billions in Wealth Assets Globally

44

Billions in Wealth Assets in Canada

37

Wealth Offices Globally

10

Canadian Offices

CG Wealth Management

Headquartered

CF

Publicly Traded in TSX

1950

Year Founded

Our clients live, invest, and operate across borders and so do we.​

With offices in 47 cities worldwide across our wealth management and capital markets, we offer access to global market insights and expert perspectives grounded in local context. ​

Whether you are managing assets across geographies or planning for future generations, you benefit from the full strength of our global network.​

All amounts are for fiscal year 2025, ended June 30, 2025. Wealth management services are offered through Canaccord Genuity Corp., a member of CIRO. Canaccord Genuity operates through separate legal entities in various jurisdictions. This information is intended for Canadian residents and reflects services available in Canada only.