Company Summary

Canaccord Genuity Wealth Management enables investors to reach the coordinates that define their life goals. We search the globe for investment opportunities and deliver targeted long-term and near-term investment strategies for wealth management clients in Canada, Australia, the U.K. and Europe. To us there are no foreign markets.

In Canada, Canaccord Genuity Wealth Management is a leading, independent wealth management firm. Our advisors are entrusted with over $25 billion* in assets under administration and management. With access to the Complete Canaccord full range of investment options and financial, estate and insuranceǂ planning services, Canaccord advisors are committed to providing investors with a broad array of solutions to simplify their busy lives, achieve their financial objectives and map an efficient course towards the coordinates of their life’s destinations.

* Administered and managed by Canaccord Genuity Wealth Management in Canada and affiliated operating companies of the Canaccord Genuity group worldwide.

Source: Canaccord Genuity Wealth Management

Unique Value Proposition

Seven key values drive Canaccord employees and management in delivering results to our clients, shareholders and community.

1. We put our clients first.

We develop deep trust with our clients through detailed consultation, appropriate investment ideas and value-added services.

2. A good reputation is our most-valued currency.

Integrity and respect for client confidentiality are the basis of all our relationships.

3. Ideas are the engine of our business.

Our originality in the generation of quality ideas – for clients and for ourselves – positions us ahead of the competition globally.

4. We are an entrepreneurial, hard-working culture.

We believe that highly qualified, motivated professionals working together in an entrepreneurial environment results in superior client service and shareholder value.

5. We strive for client intimacy.

The more detailed our understanding of our clients’ needs and objectives, the better positioned we are to meet them.

6. We are dedicated to creating exemplary shareholder value.

We are committed to aligning the interests of our people with fellow Canaccord shareholders through share ownership. We believe that ownership motivates the ideas and efforts that lead to value creation.

7. To us there are no foreign markets.

Our clients benefit from our truly global perspective. We deliver insightful, actionable ideas from both local and international markets through our continued pursuit and evaluation of global opportunities.

Source: Canaccord Genuity Wealth Management

AUM ($Bil)


Year Founded


Key Personnel

Stuart Raftus, President
Margaret Barron, Vice President and Senior Investment Advisor


P.O. Box 10337
Pacific Centre
2200- 609 Granville Street
Vancouver, B.C.
V7Y 1H2

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