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 Canaccord Genuity Corp.

 

Financial Planning

 

A financial plan is the foundation of a solid investment strategy. All clients receive comprehensive financial planning, and support through all of life's difficult financial decisions.

 

 

 

Portfolio Management

 

We put your interests ahead of our own or any other stakeholders through tactical evidence based portfolio management. We aim to take complexity and emotion out of investing.

 

 

 

Valuable Insights

 

We believe that keeping our clients informed and educated on money matters is the best way to ensure a successful client-advisor partnership. Sign up below for our monthly eNewsletter.

 

 

Recent Posts

Financial Advice for Someone in Their 60s

Nov 29, 2021 - Markus Muhs

With this week’s Financial Literacy Month post I want to get back to some of the retirement planning basics—this time a summary of some important considerations for people entering their 60s....

Financial Advice for Someone in Their 50s

Nov 22, 2021 - Markus Muhs

Trying to take short cuts in your retirement planning might lead you to overly risky investment schemes or outright scams....

Financial Advice for Someone in Their 40s

Nov 09, 2021 - Markus Muhs

This is the continuation of a new series of posts that I started back in mid-October. November is Financial Literacy Month and before the month is out I want to have completed one post for each “decadal age cohort” from 20s onward!...

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