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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...
Overview
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 32 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.
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