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 Canaccord Genuity Corp.

 

Financial Planning

 

The foundation of a solid investment strategy is a comprehensive financial plan. We offer financial planning for an hourly fee or as part of an all-inclusive asset-based portfolio management fee.

 

 

 

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

Monthly Market Muhsings - August 2021

Sep 03, 2021 - Markus Muhs

August was a somewhat uneventful month on the markets, but a sort of wild month in cryptocurrency and NFTs!...

Market-Linked GICs: Not Now, Not Ever

Aug 19, 2021 - Markus Muhs

A recent advertisement about "stock market GICs" has me again going on a rant about how terrible these types of investments are, so I dug up and updated this old blog post....

RESP Withdrawals: Think Strategically

Aug 08, 2021 - Markus Muhs

We do a lot of planning around saving in a Registered Education Savings Plan, but not nearly enough on how that money is withdrawn tax-efficiently....

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