Integrated Planning.

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The “IP” in IP Strategies stands for Integrated Planning—which means you can count on the broad-based approach your situation demands. Our clients are like you—affluent, successful, self-made professionals, executives and entrepreneurs who need comprehensive, integrated financial management services to protect and grow their hard-earned wealth.

A team of highly specialized professionals with financial, tax and legal backgrounds work together to identify wealth-planning opportunities available, while also helping to avoid pitfalls. More...
Macro level techniques employed in managing a portfolio rather than the underlying securities. More...
Day to day investment management at the market level (ie: Buy and sell decisions) on securities. More...

Independent Wealth Management and Canaccord Wealth Management are divisions of Canaccord Genuity Corp. Independent Wealth Management identifies independent agents who conduct securities-related business on behalf of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund

The information on this web site is intended for use by persons resident and located in Ontario, Quebec, Alberta and British Columbia only.