Advanced Planning

​Financial and retirement planning

A comprehensive financial plan gives you a big-picture view of your overall wealth, and provides you with a strategic approach to protecting and harmonizing the benefits of your various assets, often enabling you to realize your life goals sooner. In addition, a sound financial plan enables you to protect your financial well-being through the transition from one life stage to the next, including natural and unexpected life changes. Your financial plan lays the foundation for your retirement plan, enabling you to optimize retirement strategies and enjoy financial independence throughout your adult life.

Tax planning

Taxes can have a significant impact on your wealth and estate. One of the key benefits of Complete Canaccord is collaborative thinking across investment strategy and tax planning. We can help you plan the most tax-efficient ways of holding your investments and overall assets, while guiding you through changing tax regulations by working closely with our Wealth and Estate Planning Specialists,* as well as your accountant and other tax professionals, to mitigate or eliminate tax.

Wealth protection

To protect your wealth in ways that go beyond tax planning, we can customize a wide array of creditor protection insurance solutions and guaranteed income offerings.

Insurance

Canaccord Genuity’s open-architecture platform allows us to present you with the full range of insurance solutions from all the major carriers. We will offer you suitable options customized to your specific wealth and estate planning needs.

Wealth transfer

We work closely with you and qualified specialists to develop a framework that ensures your estate passes to your intended heirs efficiently and in accordance with your wishes. This framework includes estate tax strategies* to optimize your wealth transfer.

Legacy planning

We can provide you with guidance to implement planned giving strategies, from donation of shares to creating a foundation. And we will work closely with the individuals and institutions involved in creating your family legacy.

* Services provided by Canaccord Genuity Wealth & Estate Planning Services Ltd.