We commit to listen to your needs, wants and concerns. We will not make a recommendation until we fully understand your full financial position.
We will always explain your financial planning options, costs and our relationship with suppliers when making independent recommendations to you.
We will always explain our recommendations in plain language so that you always understand what we are talking about.
We will provide you with the option of a comprehensive wealth plan that will help you understand all of your risks with regard to investment returns, retirement income, tax, insurance, wills and estate planning.*
We will measure your investment performance against written goals and benchmarks rather than relying on historical performance.
* Insurance and estate planning services offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.
Our Client Commitment