Canaccord Genuity Wealth Management

Overview

Canaccord Genuity Wealth Management operates as a corporate-affiliated broker-dealer with a client-facing wealth advisory arm. The firm provides portfolio management services targeted at individuals, families and small businesses, and it also serves some institutional clients. Advisory fees are charged as a percentage of assets under management. According to its regulatory filing, the firm is not positioned as a capital allocator and it does not identify as an active ESG investor. The entity is SEC-registered (since 2015) and is owned through a mix of domestic entity and individual ownership. Its primary business activity is broker-dealer operations coupled with discretionary portfolio management for retail and small-business clients.

Assets & Accounts

Public Holdings

Location & Offices