As an investment advisory practice at Canaccord Genuity Wealth Management, RD Wealth Advisory has access to extensive resources, including:
Investment solutions and portfolio management support that ranges from individual security selection to comprehensive, diversified and customized managed portfolios
Tax planning that identifies the most tax-efficient ways of holding your investments and overall assets, while guiding you through changing tax regulations
Wealth protection strategies, including a wide array of creditor protection insurance solutions and guaranteed income offerings suited to your needs
Insurance* from all the major carriers available on Canaccord’s open-architecture platform
Wealth transfer framework that ensures your estate passes to your intended heirs efficiently and in accordance with your wishes
Legacy planning guidance to implement giving strategies, from the donating shares to creating a foundation
*Services provided by Canaccord Genuity Wealth & Estate Planning Services Ltd