CANACCORD GENUITY WEALTH MANAGEMENT

Overview

Canaccord Genuity Wealth Management operates as a broker-dealer that provides portfolio management primarily for individuals, families and small businesses, with institutional clients also on its roster. The firm bills advisory fees on a percentage-of-assets basis and emphasizes equity-oriented management: exchange-traded equities are the dominant allocation across its managed book. It is not positioned as a capital allocator to external managers, does not identify as an active ESG investor, and is organized under domestic ownership. The firm has been SEC-registered since 2015 and is classified as an unclassified adviser in the regulatory snapshot.

Assets & Accounts

Public Holdings

Location & Offices