Our Firm

Our Firm

Canaccord Genuity Wealth Management is a leading, Canadian independent investment management firm, focused on providing best-in-class wealth management strategies and capabilities. Our global wealth management businesses are entrusted with over $97 billion‡ in client assets. As a recognized and trusted brand, we offer something that’s refreshingly compelling and valuable in a crowded marketplace: bespoke solutions—not templates. Our Investment Advisors, in collaboration with specialists from across Canaccord Genuity have access to a vast array of resources and knowledge. This investor-focused approach, backed by industry leading research, analysis, and a powerful platform that leverages the latest in technology, is setting new benchmarks in customer service. We are driven by your success.

The wealth management operations of the Canaccord Genuity group (Canaccord Genuity Wealth Management) provide comprehensive wealth management solutions and brokerage services to individual investors, private clients, charities and intermediaries through a full suite of services tailored to the needs of clients in each of its markets. Canaccord Genuity Wealth Management has Investment Advisors (IAs) and professionals in Canada, the UK, Jersey, Guernsey, the Isle of Man and Australia and has advisors in Canada who are registered in the US. In Canada, Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp. In the UK, Canaccord Genuity Wealth Management operates as Canaccord Genuity Wealth Limited and, in the Channel Islands and the Isle of Man, as Canaccord Genuity Wealth (International) Limited. Canaccord Genuity Wealth Management deals with US persons through Canaccord Genuity Wealth Management (USA) Inc.

Safeguarding your investments

Canaccord Genuity Group Inc. is a participant organization with the Canadian Depository for Securities (CDS). CDS is Canada’s national securities depository, clearing and settlement hub. CDS is accountable for the safe custody and movement of equity, fixed-income and money market securities, accurate record keeping, the processing of post-trade transactions, and the collection and distribution of entitlements relating to the securities that have been deposited by participants. CDS is regulated by the Ontario and Quebec securities commissions and the Bank of Canada, with working and reporting relationships with the Canadian Securities Administrators (CSA), other provincial securities commissions and the Office of the Superintendent of Financial Institutions. For more information, please visit cds.ca.

Client accounts with Canaccord Genuity Wealth Management are protected through additional agencies including the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).ǂ While no investment strategy offers complete protection from changing market values or investment product performance, the CIPF protects investors from losses due to insolvency of a CIPF member. For more information, please visit cipf.ca.

Life insurance solutions purchased through Canaccord Genuity Wealth & Estate Planning Services Ltd. are protected through Assuris. Please visit assuris.ca for more information.

Canaccord Genuity Offices – Americas

Canada

Toronto

Canaccord Genuity Corp.

40 Temperance St, Suite 2100

Ph: 1.888.691.7815

Tel: +1 416 869 7368 / Toll Free: +1 800 382 9280

Vancouver

Canaccord Genuity Corp.

Pacific Centre.

609 Granville Street, Suite 2200

P.O. Box 10337

Vancouver, BC

Canada V7Y 1H2

Tel: +1 604 643 7300 / Toll Free: +1 800 663 1899

Calgary

Canaccord Genuity Corp.

Centennial Place – East Tower Suite

Suite 2400

520 – 3rd Avenue SW

Calgary, AB, Canada

T2P 0R3

Tel: +1 403 508 3800

Montréal

Canaccord Genuity Corp.

Suite 2000,1250

René-Lévesque Boulevard West

Montréal, QC

Canada H3B 4W8

Tel: +1 514 844 5443

United States

New York

Canaccord Genuity Inc.

350 Madison Avenue

New York, NY

USA 10017

Tel: +1 212 389 8000

Boston

Canaccord Genuity Inc.

99 High Street, Suite 1200

Boston, MA
USA 02110

Tel: +1 617 371 3900 / Toll Free: +1 800 225 6201

San Francisco

Canaccord Genuity Inc.

101 Montgomery Street, Suite 2000

San Francisco, CA

USA 94104

Tel: +1 415 229 7171 / Toll Free: +1 800 225 6104

Houston

Canaccord Genuity Inc.

1100 Louisiana Street, Suite 4425

Houston, TX

77002 USA

Tel: +1 713 331 9901

Chicago

Canaccord Genuity Inc.

1880 Oak Avenue, Suite

135
Evanston, IL

USA 60201

Tel: +1 847 864 1137

Minneapolis

Canaccord Genuity Inc.

45 7th Street South,

Suite 2640

Minneapolis, MN

USA 55402

Tel: +1 613 332 2208

Nashville

Canaccord Genuity Inc.

1033 Demonbreun Street,

Suite 620

Nashville, 
TN 37203

Tel: +1 212 389 8000

Washington

Canaccord Genuity Inc.

1200 G Street, NW,

Suite 725

Washington, DC 20005

Tel: +1 415 229 7171 / Toll Free: +1 800 225 6104

Schedule an introduction with MLD Wealth Management and secure your financial future.