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Canaccord Genuity Australia is revolutionizing the landscape of Australian Wealth Management by setting a new standard in personalized financial solutions for high-net-worth families, individuals, and foundations. With a focus on empowering their advisers, Canaccord Genuity provides industry-leading platforms, specialist support teams, and a global network to deliver top-tier wealth management services. Their commitment to excellence and flexibility allows them to tailor bespoke solutions that aim to preserve and grow wealth effectively.

CG Wealth Management, a division of Canaccord Genuity, combines the global capabilities of a large firm with the agility of a boutique, offering a unique approach to addressing the complex challenges faced by clients managing significant capital. Through collaborative efforts with clients, Canaccord Genuity designs custom portfolios diversified across asset classes to build and protect wealth. Additionally, their CG Managed Accounts provide a cost-effective way to access actively managed portfolios of blue-chip Australian shares, while also offering exclusive access to new share issues and international trading opportunities.

As part of the Canaccord Genuity global network, clients of Canaccord Genuity Australia benefit from local expertise with a global scale. With access to equity research on over 860 companies across Australia, Canada, US, and UK, clients receive comprehensive support in developing investment strategies tailored to their financial goals and risk tolerance. Canaccord Genuity’s commitment to providing value-added financial planning services and managing investment portfolios ensures that clients receive a first-class experience in wealth management.