Canaccord Genuity Wealth & Estate Planning Services Ltd. specializes in meeting the evolving and often complex needs of high net worth individuals in Canada.

Mindful of your current and future financial needs, as well as your desire to establish a financial legacy, we work to help you navigate the complexities of wealth transfer and integrate your vision into your estate plan. 

 

13 Wealth & Estate Planning Specialists and support staff
 

Cohesive and collaborative team
 

Extensive industry designations: CPA, CFP, CLU, CHS, TEP, RRC, FCSI, FMA
 

Experts in advanced estate planning - Corporate trusts, farming, complex tax-focused insurance strategies

 

Our Partnerships

Accounting

     

 

Legal

 

Independent Trust Services

 

Group Benefits

Michael Bellamy

Wealth & Estate Planning Specialist

Michael is a Wealth & Estate Planning Specialist with over 10 years of experience in providing comprehensive financial planning, wealth transfer strategy, wealth protection and tax mitigation. Michael holds the Certified Planning (CFP) designation.

Anne Jackson

Wealth & Estate Planning Specialist

Anne has over 10 years of experience in the wealth management industry and holds the Certified Management Accountant (CMA) and the Chartered Professional Accountant (CPA) designations.