IMPACT-DRIVEN INVESTMENT PORTFOLIOS
Uniquely reflective of your goals and values
Our Private Investment Portfolios deliver tailor-made solutions for wealth management that reflect your goals and priorities – today and for future generations to come.
As an independent financial institution, you can rest assured that our solutions are objectively crafted and uniquely positioned for you. Tactical allocations are made to focus on wealth accumulation in periods of positive markets, and wealth preservation in periods of negative markets. Continuous monitoring and rebalancing of positions mitigates risk, allowing us to take action quickly if ethics are breached or market circumstances shift. Whether it be the exclusion of tobacco, firearms or fossil fuels, we take pride in our customized, clean portfolios to ensure your holdings reflect your beliefs. We want to invest in ideas that matter, and successful enterprises you'd be proud to support.
Learn more about the Impact Portfolio here.
FAMILIAL WEALTH & ESTATE PLANNING
Building familial legacy & financial longevity
Quite simply – we work with a team of specialists to safeguard your financial longevity, so you can focus on building your legacy. We undertake a highly individualized, intergenerational approach to lifelong financial management. We believe the face of philanthropy is young, and that wealth continuity occurs when the entire family is aware and educated about their financial picture. We specialize in working with the young inheritors of family enterprises, to facilitate conversation and education as they step up to accept their social responsibilities.
Our Wealth and Estate Planning professionals are adept at retirement and income strategies, life insurance solutions, estate tax strategies to optimize wealth transfer, and charitable giving strategies to maximize familial impact.
CASH MANAGEMENT SOLUTIONS
Protecting your capital
Our clients benefit from Canaccord Genuity’s independent nature, which allows us to work with over 45 international and domestic institutions to source the best rates possible for you – all from a single account. We make it easy for you to access your GICs, HISAs and cash transactions at highly competitive rates. We can also hold accounts on CAD, USD and other major currencies.
PRIVATE EQUITY & EARLY STAGE ACCESS
In Canada and abroad, the economy is fueled by ideas that have the possibility to change the world. Investing in entrepreneurial thinkers is a key point of differentiation for us.
We provide local access to global capital markets in ten geographies, connecting the right idea with the right client at the right time. Where appropriate, we work with clients to participate in early-stage funding of these companies. We also offer clients sector-focused and idea-driven M&A & Financial Advisory, Equity Capital Markets, Debt Advisory & Restructuring and Financial Sponsors services, with the ability to list companies on 10 exchanges.
The Ludo Group