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Financial DNA Survey

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

If you are interested to complete a complimentary Financial DNA survey to receive your personalized result profile, drop your email below and we will send you the unique link to complete the survey.

Example of Financial DNA Analysis


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.