Canaccord Genuity

The company operates a diversified financial services model. On the capital markets side, it creates value by advising corporate clients on transactions, financings and strategic matters, while earning fees from advisory mandates, underwriting and brokerage activity. On the wealth management side, it manages client assets and financial plans, generating recurring revenue from asset-based fees, portfolio management and related client services. Acquisitions are used to add client assets, advisory capability and geographic reach.

Canaccord Genuity is a Canadian public financial services group operating under the Canaccord Genuity brand. It combines capital markets and advisory activities with wealth management, and has expanded through acquisitions including Genuity Capital Markets, Wilsons Advisory and Brooks Macdonald Asset Management (International) Ltd. The business serves companies seeking advisory and financing support, as well as private wealth clients requiring investment management and financial planning.

The company generates revenue through advisory and transaction fees, brokerage and trading-related income, and recurring fees linked to wealth and asset management services. Its customer base is primarily institutional and corporate clients in capital markets, alongside high-net-worth and affluent individuals in wealth management across Canada, the UK and Crown Dependencies, Australia, and selected international markets.