Canaccord Genuity Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Vancouver, BC. Its latest Form ADV filing, dated December 2, 2025, reports $101M in regulatory assets under management, 31 employee, 6 offices, and 94 accounts.
Assets Under Management
$101M
Employees
31
Offices
6 offices
Total Clients
69
Primary office
VANCOUVER, BC
1133 MELVILLE STREET, SUITE 1100, VANCOUVER, BC, Canada
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.2% of total clients.
Top client categories% of clientsClients
1
HNWI
52.2%
36
2
Individuals
43.5%
30
3
Corporations
4.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$101Mas of December 2, 2025
Discretionary100.0%
$101M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$101M
Total Accounts94
10Y AUM Change+$101M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee2:1
10Y Employee Change+14 (+82.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.