Advanced Planning

 

We collaborate with our national Wealth & Estate Planning team to help realize our clients’ tax mitigation, wealth protection, insurance, legacy planning and estate planning objectives. To say we work closely is an understatement, we connect daily, providing up to date information and opportunities for our clients.

  • A sound financial plan enables you to protect your financial well-being through the transition from one life stage to the next. Your financial plan lays out the foundation for your retirement plan, enabling you to optimize retirement strategies and enjoy financial independence through your adult life.

Tax planning

Taxes can have a significant impact on your wealth and estate. One of the key benefits of Complete Canaccord is collaborative thinking across investment strategy and tax planning. I can help you plan the most tax-efficient ways of holding your investments and overall assets, while guiding you through changing tax regulations. In addition, I will work closely with our Wealth and Estate Planning Specialists,* as well as your accountant and other tax professionals, to mitigate or eliminate tax.
 

Wealth protection

To protect your wealth in ways that go beyond tax planning, I can customize a wide array of creditor protection insurance solutions and guaranteed income offerings.
 

Insurance*

Canaccord’s open-architecture platform allows me to present you with the full range of insurance solutions from all the major carriers. I will offer you suitable options customized to your specific wealth and estate planning needs.

Wealth transfer

I work closely with you and qualified specialists to develop a framework that ensures your estate passes to your intended heirs efficiently and in accordance with your wishes. This framework includes estate tax strategies* to optimize your wealth transfer.
 

Legacy planning

I can provide you with guidance to implement planned giving strategies, from donation of shares to creating a foundation. And I will work closely with the individuals and institutions involved in creating your family legacy.
 

*Offered by Canaccord Genuity Wealth & Estate Planning Services Ltd.