Canaccord Genuity Wealth Management

Canaccord capital markets revenue slumps but wealth unit is a bright spot

The firm will take a restructuring charge amid challenging times for revenue generation

Canaccord facing investigation over market-making activities

The firm says it may have to pay a 'significant penalty' to settle the matter

Advisors with $1.4 AUA join Canaccord Genuity from Mercer Canada

The firm has completed its acquisition of Mercer's Canadian Private Wealth business. Meanwhile, management take-private deal hits a snag

Advisor dialled into market contradiction ahead of potential recession

After his portfolios stood up well to the tests of 2022, Wolfgang Klein explains how he’s approaching current uncertainty

Passion for improvement keeps advisor ahead of the pack

Chad Larson explains how MLD Wealth Management delivers best-in-class results and solutions

All the single ladies

How one advisor found her niche by providing unique expertise to help divorced, widowed female clients

Delivering best-in-class solutions for successful Canadians

Chad Larson explains how he is positioned for success, both from an investment and business perspective

Canaccord to acquire Canadian private wealth business

Deal will add $1.5 billion to firm's total client assets

Laser-focused portfolio managers will find opportunities in 2023

Advisor outlines investment strategy and where he sees 'phenomenal deep value'

Episode 20 - 'Clients welcome my strong ethical stance'

Lori Pinkowski, Senior Portfolio Manager with Canaccord Genuity Wealth Management, on what sparked her passion for the investment industry