As an investment advisory practice at Canaccord Genuity Wealth Management, RD Wealth Advisory has access to extensive resources, including:

  • A flexible investment platform that lets us choose impartially from a wide range of investment solutions

  • Evolving wealth planning solutions that adapt with you through various life stages
  • Access to proprietary research reports from the industry-recognized, award-winning Canaccord Genuity Global Research Team, which analyzes approximately 1,000 companies, listed on 10 exchanges, in 18 key sectors of the global economy

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