"We help wealthy investors stay that way, longer term."

Our Clients

  • SWP+ clients range in net worth from $25M CAD to $1B or greater
    • Our team typically engages with clients whom have a net worth of at least $25M and have a minimum $10M CAD invested with our team
  • SWP+ has a national practice with clients from Coast to Coast in Canada
    • We also have select clients in the United States in states such as California, New York, and Florida
  • Our clients enjoy access to exclusive Investment Banking and Pre-IPO Private investment opportunities

 

 Vancouver        Toronto

San Francisco  New York

Client Commitments

  • Complete confidentiality and privacy for all client information at all times
  • SWP+ offers clients and interested parties access to our weekly newsletter
  • An active working relationship with your other trusted business professionals (legal, accounting, advisors, etc.)
  • Fully transparent and fully disclosed client fee schedules
  • Proactive regular client meetings at your desired frequency (monthly, quarterly)
  • 24/7 access to your portfolio through our online investor portal
  • Regular consolidated customized portfolio reporting on all your assets
  • Tax-efficient solutions with management fees that may be tax-deducitble for non-registered accounts
    • We work hard to help clients minimize their annual taxes from their investments

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.