# Canaccord Genuity Wealth Management

Canaccord Genuity Wealth Management is a Bank / Wealth / Trust based in Vancouver, Bc, Canada.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Vancouver, Bc, Canada
- **Region:** North America
- **Address:** Vancouver, Canada
- **Founded:** 2015
- **Assets under management:** 6.2B (Altss estimate)
- **Website:** https://www.psl.com.au
- **LinkedIn:** https://ca.linkedin.com/company/canaccord-financial

## Regulatory record

- **CRD number:** 7449
- **SEC file number:** 801-106809
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2025-12-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/7449

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/canaccord-genuity-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology