Office address: 609 Granville Street, Suite 2200, Vancouver BC V7Y 1H2
Website: www.canaccordgenuity.com/wealth-management-canada
Year established: 1950
Company type: wealth management firm
Employees: 1,000-5,000
Expertise: financial services, wealth management, estate planning, financial planning
Parent company: Canaccord Genuity Group Inc.
CEO and key people: Stuart Raftus, CEO
Financing Status: corporate backed or acquired
Canaccord Genuity Wealth Management specializes in tailored wealth management solutions for high-net-worth Canadians. It is the wealth management arm of Canaccord Genuity, a leading financial services firm with $1.5 billion in fiscal revenue for 2023.
Canaccord Genuity Wealth Management has offices across Canada, Australia, and the UK.
Canaccord Genuity Wealth Management, part of Canaccord Genuity Group Inc., started out as a small investment firm in Vancouver in 1950. Over the years, the company expanded significantly, both in Canada and overseas.
In recent years, the division has focused on integrating technology and expanding its service range, adapting to the evolving needs of its diverse client base.
In recognition of its excellence in the financial services industry, Canaccord Genuity Wealth Management was named a winner in Wealth Professional’s 5-Star Excellence Awards in 2021.
Canaccord Genuity Wealth Management offers a comprehensive suite of products and services such as:
The culture at Canaccord Genuity Wealth Management is characterized by a strong client-centric approach, emphasizing personalized financial solutions and long-term relationships.
Innovation and adaptability are key, with a focus on leveraging technology and staying ahead in the financial sector.
Ethical practices and community engagement, philanthropy, are integral to their corporate ethos.
Stuart Raftus, CEO of Canaccord Genuity Corp since June 2023, oversees the Canadian broker-dealer business, including capital markets operations and CG Wealth Management - Canada.
Before becoming CEO, Raftus held concurrent roles as President of Canaccord Genuity Wealth Management and EVP of Canaccord Genuity Group. He is also a member of the Investment Industry Association of Canada.
Raftus’ many achievements include being named to Wealth Professional’s Hot List 2021.
Looking ahead, Canaccord Genuity Wealth Management is set to continue its trajectory of growth and innovation. A key focus is leveraging technological advancements to enhance client services, keeping the focus on its elite group of investors.
The firm's commitment to innovation positions it well to adapt to evolving market demands and client needs. This will ensure its continued success in the wealth management sector.
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