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Financial DNA

The SWP+ team and clients all construct a Financial DNA profile to better understand their investor personality.

Financial DNA Survey

If you are interested in completing a fully complementary Financial DNA survey, please provide your email to receive a personalized survey link from our team.

You can use the complementary link to privately complete the 15 minute survey and receive your personalized result immediately!

Canaccord Genuity Wealth Management (USA) Inc., member FINRA and SIPC.

Canaccord Genuity Wealth Management (USA) Inc. (“CGWM USA”) representatives and advisors may only conduct business with residents in states or jurisdictions where they are properly registered based on the services being provided. Not all investments and services mentioned on this website are available to clients of CGWM USA. This website may provide links to other Internet sites for the convenience of users. CGWM USA is not responsible for the availability or content of these external sites and does not endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites.