Canaccord Genuity Group Inc is a financial services firm which caters to capital markets and provides wealth management services.
The company provides comprehensive investment solutions, investment banking services and brokerage services.
The financial company operates through offices located in the UK, Canada, Jersey, Guernsey, Australia and the Isle of Man.
Canaccord Genuity's capital market division operates in the United Kingdom, Europe, North America, Asia, Middle East and Australia.
Under the wealth management segment, Canaccord Genuity offers the following solutions to commercial and corporate clients:
• wealth management
• wealth and estate planning
• financial planning
• investment management
• insurance solutions
Canaccord Genuity Group Inc is reportedly a member of Canadian Investor Protection Fund and Investment Industry Regulatory Organization in Canada.
Its wealth management division is operated by the Canaccord Genuity Wealth Management. The segment’s investment advisors are registered with IROC through Canaccord Genuity Group.
The financial firm provides customers with personalized investment plans for their business through an investment advisor.
Canaccord also provides investment management solutions through its portfolio managers, who have access to local market dynamics. These investment advisors reportedly assist the company's clients to build investment portfolios that align with the long -term goals.
The TSX-listed firm provides various investment management solutions such as:
• Active management of investment
• Management solutions
• Private investment management
• Fee and commission-based accounts
• New issues
• Alternative assets
• Cash and high interest solutions
Apart from wealth and estate planning services, Canaccord Genuity wealth management segment also provides its customers a wide variety of insurance products and services. In addition, it provides comprehensive tax and estate planning and retirement protection programs and advice on capital and asset distribution.
Special advisers of the group reportedly assist the clients in choosing from various solutions, including term plans, universal or whole life plans, critical illness or disability plans, segregated funds and others.
Canaccord Genuity’s Capital Market segment provides investment banking solutions to different industries, including:
• Block chain
• Consumer and retail
• Business services
• Health care
• Industrials/ aerospace and defense
• Metals and mining
• Real estate
The company offers a customized donation plan that reportedly aids its clients in maximizing tax efficiency. The certified investment advisors also provide estate planning, education planning, business succession planning, retirement planning short term and long-term corporate planning, group benefit plans for employees, and individual pension plans (IPP).
Canaccord Genuity uploads stock price information, investor related reports, etc. on the official website.