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Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management is an SEC-registered investment adviser with offices in Vancouver, BC, and WA, established in 2015. The firm manages...
Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management is an SEC-registered investment adviser with offices in Vancouver, BC, and WA, established in 2015. The firm manages approximately $101 million in regulatory assets. It has 31 employees and 31 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
North America
Country
Canada
City
Vancouver, Bc
Corporate office
Vancouver, Canada
Frequently asked questions
Who runs investment decisions at Canaccord Genuity Wealth Management?
Investment decisions sit with the firm's internal portfolio and advisory teams. No individual CIO or lead portfolio manager is named in public materials.
Does Canaccord Genuity Wealth Management participate in fund commitments or only direct deals?
The firm offers both fund access and direct securities. Allocation mix between the two channels is not disclosed.
Where does the underlying wealth come from?
Client assets originate from high-net-worth individuals and institutions served by the Canaccord Genuity platform. No single family or corporate source is identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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