Serving you as an individual and an investor
You work hard to earn a dollar. After income taxes, you’re left with about 50 cents. Then you have to pay for your home, food, clothing and more. After all that, if you’re a good saver, you may have a dime or so left to invest on every dollar you earn.
So you don’t want to throw your savings away.
You want your savings invested prudently, guided by a sound financial plan, in line with your personal goals.
That’s where we come in. As your investment advisor, our role is to make your portfolio work as hard as you did to earn and save that money in the first place.
And we take a personalized approach to serving you – both as an individual and as an investor. This is very much in keeping with the Canaccord Genuity philosophy: No two clients alike, no two solutions the same.
The entrepreneurial nature of Canaccord Genuity also enables us to have a distinct identity for our practice – Brière Wealth Management Group – while retaining the full support of the firm and its deep resources.
We work to understand you, so we can provide suitable advice
We start the process by taking into account everything about you, financially speaking. Where you are now. Where you want to be. And we think hard about the best way for you to reach your financial goals.
We also pay close attention to your experience as an investor.
The heart of our work is proactive management of your portfolio, in line with your personal investment profile and the investment environment.
We rely on no one source for research or strategy. All investment recommendations reflect our firsthand experience and personal research, the firm’s research, as well as third-party research from a broad range of sources and strategists.
We have three interrelated objectives for all clients:
• Preservation of your capital over time
• Meeting your need for long-term returns
• Managing the inherent volatility of investment markets
• Recommending tax-efficient strategies