Canaccord Genuity Wealth Management enables investors to reach the coordinates that define their life goals. We search the globe for investment opportunities and deliver targeted long-term and near-term investment strategies for wealth management clients in Canada, Australia, the U.K. and Europe. To us there are no foreign markets.™
In Canada, Canaccord Genuity Wealth Management is a leading, independent wealth management firm. Our Investment Advisors are entrusted with over $61 billion* in assets under administration and management. With access to the Complete Canaccord full range of investment options and financial, estate and insurance** planning services, Canaccord Genuity Investment Advisors are committed to providing investors with a broad array of solutions to simplify their busy lives, achieve their financial objectives and map an efficient course towards the coordinates of their life’s destinations.
Safeguarding your investments
Canaccord Genuity Group Inc. is a participant organization with the Canadian Depository for Securities (CDS). CDS is Canada’s national securities depository, clearing and settlement hub. CDS is accountable for the safe custody and movement of equity, fixed-income and money market securities, accurate record keeping, the processing of post-trade transactions, and the collection and distribution of entitlements relating to the securities that have been deposited by participants. CDS is regulated by the Ontario and Quebec securities commissions and the Bank of Canada, with working and reporting relationships with the Canadian Securities Administrators (CSA), other provincial securities commissions and the Office of the Superintendent of Financial Institutions. For more information, please visit cds.ca.
Client accounts with Canaccord Genuity Wealth Management are protected through additional agencies including the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).ǂ While no investment strategy offers complete protection from changing market values or investment product performance, the CIPF protects investors from losses due to insolvency of a CIPF member. For more information, please visit cipf.ca.
Life insurance solutions purchased through Canaccord Genuity Wealth & Estate Planning Services Ltd. are protected through Assuris. Please visit assuris.ca for more information.
* Administered and managed by Canaccord Genuity Wealth Management in Canada and affiliated operating companies of the Canaccord Genuity group worldwide. ** Services offered through Canaccord Genuity Wealth & Estate Planning Services Ltd. ǂ Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., a Member of the Canadian Investor Protection Fund and IIROC.
Our Company History
Through its principal subsidiaries, the Company is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has offices in 10 countries worldwide, including Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai. To us there are no foreign markets.™
Canaccord Genuity Group Inc. is publicly traded under the symbol CF on the TSX and the symbol CF. on the London Stock Exchange.
We are proud of our legacy of client service, global growth and idea-driven expertise. You can learn more about our history on the timeline below, or by contacting us.
1950 - Hemsworth, Turton & Co., a Western Canadian venture capital firm and the predecessor to Canaccord, opens its doors.
1968 - The future partners of Canaccord acquire Hemsworth, Turton & Co. naming the new firm Canarim Investment Corporation. Canarim quickly becomes a principle financier of early stage ventures and the largest trader on the growing Vancouver Stock Exchange.
1992 - In recognition of the firm's growing partnership and integration of several small acquisitions, Canarim is incorporated as Canaccord Capital.
1993 - Canaccord has 400 employees, including 290 Advisors in six branches across Canada. The company begins an aggressive growth strategy to evolve from a transactional-based business to an integrated, full-service financial services firm.
2000 - Canaccord has completed a series of significant mergers and acquisitions, including six independent brokerage firms in Canada, as well as one in London, UK and one in Paris, France.
2003 - Canaccord has tripled in size since 1993, as measured by clients, employees, locations and business volumes.
2004 - On June 30, Canaccord becomes a public company listed on the Toronto Stock Exchange. The firm's IPO raises C$70 million and trades under the ticker symbol CCI.
2005 - One year after our listing on the TSX, Canaccord completes a listing on the Alternative Investment Market (AIM) of the London Stock Exchange. The company is now dual-listed under the symbol CCI, and continues to broaden our shareholder base.
2006 - On January 3, Canaccord completes the acquisition of Adams, Harkness & Hill Financial Group Inc., a Boston-based investment dealer with expertise in the technology, life sciences and consumer segments. Our global capital markets division is rebranded Canaccord Adams to solidify this strategic growth.
2009 - Canaccord Capital becomes Canaccord Financial Inc., with Canaccord Wealth Management operating as a leading, full-service investment dealer in Canada and Canaccord Adams as our international capital markets operations based in Canada, the US and the UK. To signal this important transition, the ticker symbol for Canaccord Financial is changed to CF on the Toronto Stock Exchange and CF. on the AIM.
2010 - Canaccord Financial Inc. acquires Genuity Capital Markets – a leading independent advisory firm in Canada. The acquisition adds significant strength to Canaccord's capital markets division, particularly in the M&A, Advisory and Restructuring space. As a result of the business integration, Canaccord's capital markets division is rebranded Canaccord Genuity (from Canaccord Adams).
On November 22, 2010, Canaccord announced its expansion into Asia with the acquisition of The Balloch Group and rebrands its capital markets operations in Asia Canaccord Genuity Asia.
2011 - Canaccord completes the acquisition of The Balloch Group and rebrands its capital markets operations in Asia Canaccord Genuity Asia.
Canaccord completes the acquisition of a 50% interest in BGF Equities and rebrands its operations in Australia and Hong Kong Canaccord BGF.
2012 - Canaccord completes the acquisition of Collins Stewart Hawkpoint, significantly expanding its operations in the UK and the US, adding operations in Europe, and growing its Asia-Pacific presence with operations and listing capabilities in Singapore.
On July 13, 2012, Canaccord's common shares began trading on the LSE Main Market, having graduated from AIM.
2013 - Canaccord’s global wealth management operations in Canada, the UK, Europe and Australia align under one brand identity, Canaccord Genuity Wealth Management.
2015 - David Kassie assumes role of Chairman and Chief Executive Officer, following the death of Paul Reynolds, President and CEO
On October 1, 2015, Dan Daviau is named President & Chief Executive Officer of Canaccord Genuity Group Inc. In conjunction with the appointment, Mr. Daviau joins the Board of Directors. David Kassie becomes Executive Chairman.
2017 - On September 18, 2017, Canaccord Genuity Wealth Management in the UK & Europe completes acquisition of Hargreave Hale Limited.
Canaccord Genuity Group Inc., the registered company operating Canaccord Genuity Wealth Management, is proud to be a member of the following organizations: