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Canaccord Genuity Wealth Management
LLC Private Wealth

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A Comprehensive, Personalized Approach

We help you plan your future, no matter where in the journey you are.

At LLC Private Wealth, we care – deeply – about managing money. By bringing together comprehensive private wealth services and exclusive investment opportunities, we offer clients a unique, full-service approach to building wealth.

We combine individual specialties with decades of experience working with private individuals, entrepreneurs, and global family offices to deliver exceptional, comprehensive wealth planning for your entire life journey. From wealth creation, preservation and management to corporate services and venture capital, we work closely with our clients to create a sound financial strategy tailored to their unique values, motivations, and goals.

Who We Are

A culture of partnership

But we also go beyond that. Our multi-faceted team share the conviction that delivering superior returns is only half the story. We believe you should expect concierge-level support and attention to detail when it comes to managing your wealth and that’s what we promise to provide.

Whatever your needs and situation – we make it easy for you.

Get In Touch With Us

Get In Touch With Us

Click to book a complimentary, no-obligation call with our team.

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Services Overview

Investment Management

With a focus on risk mitigation and institutional-quality style of investment advice, we ensure that our clients are always kept informed about their accounts, holdings, and potential new investment opportunities.

We also work closely in conjunction with other experts, including accountants, tax and legal advisors to offer a comprehensive range of private wealth solutions and investment advice within a global context.

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Venture Capital Investments

A member of Canaccord Genuity Wealth Management, we provide our clients access to one of North America’s most sophisticated venture capital ecosystems.

Specializing in the small to mid-cap space, we offer unique, and often exclusive, opportunities to invest in companies that we’ve identified as having significant potential for growth.

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Wealth and Estate Planning

Our high-touch, solution-oriented approach involves a disciplined, systematic process tailored to meet each clients’ specific wealth and estate planning needs.

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The information on this web site is intended for use by persons resident and located in Canada only.
Insurance and estate planning services are provided by Canaccord Genuity Wealth & Estate Planning Services Ltd.
Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization (CIRO).
Research the background, qualifications and disciplinary information on advisors at CIRO-regulated firms by generating a CIRO Advisor Report.