Firm's assets reach $40bn, marking a fourfold increase from $10bn less than a decade ago
Canaccord Genuity Wealth Management has surpassed the milestone of $40bn in Assets Under Administration (AUA), representing a fourfold increase from $10bn less than a decade ago.
“This accomplishment reflects our firm’s commitment to building a platform that empowers Canada’s elite investment advisors to deliver personalized financial solutions and seamless service to their clients,” stated Stuart Raftus, chief executive officer, Canaccord Genuity Corp.
“By continually investing in the tools and resources to support our advisors, we’ve built a client-centric platform that allows them to perform at their best, which has been critical to achieving this growth.”
Canaccord Genuity Wealth Management has made significant investments in technology, resources, and human capital over the past decade. These investments have played a key role in supporting the growth of the firm’s advisors and their clients.
The platform's sophistication has attracted 57 new advisor teams over the past 10 years, bringing the total to 138 of Canada’s leading investment advisory teams.
The firm anticipates continued growth and success, remaining focused on delivering exceptional service and results for its clients, while fostering an environment where team members can thrive.
“Surpassing this milestone reflects our firm’s unwavering focus on providing an unmatched platform for our advisors to service clients and grow their practices,” said Matt Cicci, head of the Private Client Group, Canaccord Genuity Corp.
“Our success is about more than just numbers. We are driven to provide the resources that empower advisors to deliver personalized advice and service that exceeds our clients’ expectations. We believe this is the foundation that drives long-lasting client relationships.”
