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Canaccord Genuity Wealth Management (usa) Inc.

Headquartered in VANCOUVER, BC,

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Firm Information

Canaccord Genuity Wealth Management (usa) Inc. is a Corporation that has been in business since July 6, 1976. The firm is headquartered in VANCOUVER, BC, Canada. They manage approximately $92,579,399 in assets for 79 clients. The firm primarily provides portfolio management services for individuals. They are registered in 53 states and the District of Columbia.

Canaccord Genuity Wealth Management (usa) Inc.

1133 MELVILLE STREET

VANCOUVER, BC, V6E 4E5

$92.58M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC. has a total of 6 branch locations across the country.
location

VANCOUVER, BC

location

Boston, MA

location

VANCOUVER

location

TORONTO

location

BOSTON, MA

location

CALGARY

Advisors at Canaccord Genuity Wealth Management (usa) Inc.

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V. thane Thane Stenner

RA

VANCOUVER,

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Simon John Jochlin

RA

VANCOUVER,

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Marc William Rinfret

RA

VANCOUVER,

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Darcie Lorraine Crowe

RA

VANCOUVER,

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Kenneth Michael Eisen

RA

VANCOUVER,

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Corinne Marie Moccia-cunha

RA

ANDOVER, MA

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Michel Edouard Leblanc

RA

VANCOUVER,

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Andrew Foster Viles

VANCOUVER,

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Disclosures

There are 2 public disclosures for Canaccord Genuity Wealth Management (usa) Inc.. Review regulatory record here.

Frequently Asked Questions (10)

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