Financial and retirement planning

A comprehensive plan gives you a big-picture view of your overall wealth, and provides you with a strategic approach to protecting and harmonizing the benefits of your various assets.  We draw on a team of highly experienced financial planning, insurance*, tax and investment experts to provide you with comprehensive planning in 10 key areas.


In addition, a sound financial plan enables you to protect your financial well-being through the transition from one life stage to the next, including natural and unexpected life changes. Your financial plan lays the foundation for your retirement plan, enabling you to optimize retirement strategies and enjoy financial independence throughout your adult life.

 

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. We also work 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’s open-architecture platform allows us to present you with the full range of insurance solutions from all the major carriers, customized to your specific needs.

 

Wealth transfer

We work closely with you and qualified specialists to develop a framework that ensures your estate passes to your intended heirs efficiently and in accordance with your wishes.

 

Legacy planning

We can provide you with guidance in creating your family legacy by implementing planned giving strategies, from donating shares to creating a foundation.

 

* Services provided by Canaccord Estate Planning Services Ltd.