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Canaccord Genuity Corp
Canaccord Genuity Corp is a Vancouver-based investment adviser registered with the SEC since 2015. The firm oversees $101 million in regulatory assets.
Canaccord Genuity Corp
Canaccord Genuity Corp is a Vancouver-based investment adviser registered with the SEC since 2015. The firm oversees $101 million in regulatory assets. It employs 31 people, including 31 investment advisers.
General information
Firm type
Asset Manager
Year founded
1950
Location
Region
North America
Country
Canada
City
Vancouver, Bc
Corporate office
Vancouver, BC, Canada
Additional offices
Toronto, ON, Canada · Montreal, QC, Canada · Calgary, AB, Canada · London, UK · Boston, MA, United States · New York, NY, United States
Principals
David G. Kassie
Chairman of the Board
Dan Daviau
Chief Executive Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Canaccord Genuity Corp?
Dan Daviau serves as CEO of Canaccord Genuity Corp, overseeing day-to-day operations. David Kassie is Chairman of the Board. The firm's investment banking, research, sales and trading, and wealth management divisions are each led by senior managing directors who report to the CEO.
How is Canaccord Genuity Corp structured financially?
It is a wholly owned subsidiary of Canaccord Genuity Group Inc., which is publicly listed on the Toronto Stock Exchange under ticker CF. This corporate structure means the firm reports quarterly earnings and is subject to public disclosure requirements, unlike family offices.
Does Canaccord Genuity Corp operate like a family office?
No. Canaccord Genuity Corp is a publicly traded investment bank and wealth management firm, not a family office. It serves a broad client base of institutional investors, corporations, and high-net-worth individuals, rather than managing a single family's capital.
What investment banking services does the firm provide?
The firm provides equity and debt underwriting, merger and acquisition advisory, restructuring advice, and equity research across multiple sectors. It is particularly active in technology, healthcare, mining, clean energy, and real estate.
Where is Canaccord Genuity Corp headquartered and where are its main offices?
Headquartered in Vancouver, the firm has major offices in Toronto, Calgary, Montreal, London, Boston, and New York, among others across North America and Europe.
What is the AUM or assets administered by the firm?
The wealth management division reported approximately C$10.5 billion in client assets under administration as of mid-2024 (per Canaccord Genuity Group fiscal 2025 filings). The asset management arm separately managed approximately C$3.5 billion. The firm's total balance sheet is reported quarterly as a public company.
Does the firm have any philanthropic or related entities?
Canaccord Genuity Group maintains a corporate social responsibility program, but separate philanthropic foundations are not publicly disclosed as distinct legal entities. The firm's charitable giving is managed through the corporate entity.
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