Welcome to the secure Canaccord Genuity Wealth Management Investment Client Portal

From here, you can access your quarterly valuation and up-to-date information about your investments at any time.

You can also view acquisitions, disposals and contract notes for each trade and have the ability to export your valuations and tax packages into a PDF for filing.

The Client Portal contains our latest views and market commentary to keep you up-to-date with our investment thinking.

Fraud alert

There has been a rise in fraudsters who are impersonating financial services firms. They often use techniques such as creating fake websites, sending cloned e-mails that purport to be from a real firm and attempting to convince clients that the firm has changed its bank account details to encourage funds to be paid into the fraudster's own bank account.

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Our latest commentary including financial planning insights and our most recent market views.
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To stay informed you can access our latest investment views and company updates by:
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