Services

Discretionary Portfolio Management

With discretionary portfolio management, investors delegate day-to-day investment decisions to a professional Portfolio Manager (PM). As the PM is responsible for making final trading decisions, action can be taken immediately on available information without having to track down the investor for approval. For time-pressed investors, such as business owners and busy executives, this makes sense because the current market environment, where we are seeing very fast and very sharp movements, demand agile and dynamic decision-making.

Comprehensive Financial Planning

Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation. This includes areas such as cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning. First, we clarify your present situation and identify all personal and financial goals/objectives. That way, we can determine whether there are any impediments to reaching your goals. At this point, we provide written recommendations and alternative solutions that can be implemented. Last, but not least, your financial plan is reviewed periodically in order to take in account changes to your personal situation or the economy in general.

Wealth & Estate Planning

Estate planning is the process of developing and maintaining a plan that will preserve your accumulated wealth and ensure an efficient and beneficial distribution of your assets to your heirs. Putting an estate plan in place ensures that your family is cared for should anything happen to you. All of our clients gain access to Canaccord Genuity’s team of Wealth & Estate Planning Specialists and their complimentary services.