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. We can help you plan the most tax-efficient ways of holding your investments and overall assets, while guiding you through changing tax regulations by working 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, we can customize a wide array of creditor protection insurance solutions and guaranteed income offerings.
Insurance
Canaccord Genuity’s open-architecture platform allows us to present you with the full range of insurance solutions from all the major carriers. We will offer you suitable options customized to your specific wealth and estate planning needs.