Financial Planning
Our first step is to fully understand our clients’ financial goals, what is important to them, and what they would like to accomplish with their resources. This is an in-depth process that encompasses all of the other steps outlined below. Your Complete Canaccord Wealth Strategy will bring all aspects of your financial life together, to create, build, and protect your wealth.

Retirement Planning
Buying a cottage on a small lake somewhere? Taking an African safari? Travelling the world, or staying home and playing with your grandchildren? Whatever your plans and dreams are for your retirement, we work with you to define them and set up strategies to help get you there. This would include ways to defer tax through the use of Registered plans, including RRSPs and TFSAs.

Wealth Protection
You’ve worked hard to accumulate the savings you have, and we will work with you to protect those assets. This is more than just being conservative – it’s about setting up your Wealth Strategy to make the most of solutions that will work together to protect what you’re building.

Insurance*
Insurance is an important component of any financial plan. Your biggest asset is your ability to earn a living – what would happen to you and your family if you were no longer able to do so? We offer a full range of insurance solutions – including life, disability, critical illness, and long term care insurances, as well as annuities. We will work with you to determine which solutions are appropriate for you, and incorporate those into your Wealth Strategy.

Estate Planning*
No-one likes to think about a time when they won’t be here any longer. However, managing one’s estate can be confusing, time consuming, and overwhelming. It’s important to take the time to first decide what your wishes are, then write them down and discuss them with your loved ones. Everything from Powers of Attorney, to setting up your Will, to projecting any tax liabilities that will arise from your passing – we will work with you to ensure that everything will be well-managed for your heirs.

Investment Solutions
At Canaccord Financial, we offer a comprehensive range of products and solutions. But we pride ourselves on having an open architecture – that is, we focus on what is in the best interest of our clients, and ensure that we are implementing strategies that make the most sense for each individual or family.

Research
You want high-quality research, to inform your investment choices and keep you up to date on company and market news. Through Canaccord’s global capital markets division, Canaccord Genuity, you and your Advisor have access to proprietary analysis of over 650 companies listed on seven exchanges, in eight key sectors of the market – Metals and Mining, Energy, Technology, Life Sciences, Real Estate, Consumer, Sustainability and Infrastructure. We can also evaluate research on US and International companies from a highly-respected institution, Credit Suisse First Boston.
Our daily, weekly and in-depth standalone reports on our covered companies and focus sectors can help you take a truly educated approach to your financial future. And, with a Canaccord Advisor working to identify the right investment opportunities for you, you can focus on what is important, ensuring you make the most of your investments – and your valuable time.

Capital Markets
Our capital markets professionals (Canaccord Genuity) are dedicated to client service, combining the passion of an independent culture with the professionalism of experienced management. We generate actionable, idea-driven research. We structure and distribute high-impact transactions. We provide effective liquidity and high-quality execution in Canada, the United States and Europe. Operating in eight offices internationally, our integrated team brings unique global perspective and focused industry expertise to our full service offerings in Metals and Mining, Energy, Technology, Real Estate, Life Sciences, Consumer, Sustainability and Infrastructure.

Philanthropic Solutions
Canadians are generous donators. In 2005, more than five million Canadians made personal financial donations totaling over $7.9 billion. While you support good causes through many different ways, many people want to take a more strategic and organized approach to making a difference. We will help you to implement a time and tax-effective way to achieve your personal charitable goals.

Succession Planning
As a business owner, you have spent many years and put a lot of effort towards building a successful and lucrative company. As such, your number one priority should be putting into place a comprehensive succession plan. The tax implications of not having a plan in place can be horrific. We can help you implement strategies such as Buy/Sell agreements; an estate freeze; or a family trust. We want to help you ensure that the successful venture you have created benefits your family in the ways that you had hoped it would.

Benefit & Pension Strategies
Whatever packaged options you may have through your employer, we will take the time to review them and incorporate them into your Wealth Strategy. We will review your pension options, and explain the pros and cons. We will also help understand the advantages of tax friendly benefits such as Deferred Profit Sharing plans and Employee Share Purchase plans. And finally, will ensure that you are enjoying the benefits of income splitting wherever appropriate.

* Offered through Canaccord Estate Planning Services Ltd.

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