Your Life & Legacy
Canaccord Genuity Wealth & Estate Planning Services Ltd. specializes in meeting the evolving and often complex needs of high net worth individuals in Canada. Mindful of your current and future financial needs, as well as your desire to establish a financial legacy, we work to help you navigate the complexities of wealth transfer and integrate your vision into your estate plan.
The following are only a few examples of possible opportunities that can be incorporated into a carefully considered estate plan.
- Testamentary Trusts
- Effective use of Surplus Assets
- Charitable Giving
- Family Income Splitting
- Individual Pension Plans