Wealth Management
Wealth Management
Canoccord Genuity offers professional wealth and investment management tailored to build, protect, and grow your financial portfolio.
Our advisors help you plan for the future and make smart, long-term financial decisions.
Where Do I Begin?
Consultations can be booked online or in our Toronto branch.
Once your financial profile is assessed, we design a customized investment and savings strategy.
- Expert Financial Guidance
- 24/7 Portfolio Access
- Easy-to-Understand Investment Plans
- Cost-Efficient Wealth Strategies
Service Details
We manage diversified portfolios, retirement plans, long-term investments, and risk-assessed financial structures — giving you confidence and clarity in your financial future.
Wealth Management — FAQs
How do I get started with wealth management?
Book a consultation online or visit our Toronto branch.
Do I need a minimum balance?
Minimum requirements vary depending on the portfolio or advisory service selected.
Will I have a dedicated advisor?
Yes — every wealth management client receives personalized support from a trained financial advisor.
