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CGWM
1. To us there are no foreign markets.™
CANACCORD GENUITY WEALTH MANAGEMENT
The Road to Success
In order to be a disruptor, we must embrace what makes us different.
2. At CGWM, we attract a unique type of advisor; passionate about their clients, focused
on trust and transparency, dedicated to creating unique solutions for unique clients
with a fundamental belief in the value of independence.
Why You Are Here and Why It Matters
The pace of change in this
industry is increasing. Fueled
by larger institutions; how they
compensate, how they view
client relationships and how
they
have commoditized the
client experience.
3. As the client experience continues
to change, we differentiate
by strategically positioning
ourselves as a boutique firm.
Offering our clients a bespoke
experience
and focusing on wealth
management and wealth creation.
At CGWM, we attract a unique type of advisor; focused on client needs, outside of the
box thinkers, entrepreneurial, agile, exceptional ability to create tailored client
solutions, a bespoke experience for clients unique to a boutique investment manager.
Why You Are Here and Why It Matters
4. At CGWM, we attract a unique type of advisor; relentless in the pursuit of meaningful
client relationships, driven by challenges, solutions focused, excited by opportunity,
committed to making a difference and enthusiastic about shaping the future.
Why You Are Here and Why It Matters
It is a unique time for our
industry and you are in a unique
position to make an important
decision about your future and
the future of your clients.
5. The Canaccord Genuity Culture
Unique ideas, unique people, unique clients, and unique circumstances – we have built
a culture based on tailoring investment solutions for our clients. Whether it is wealth
management, wealth creation or a mix of both, our unique school of thought creates an
exceptional culture for Investment Advisors to grow their investment practices.
We are a solutions driven,
forward-thinking,
independent, boutique
investment management firm.
We are looking for like-minded
Investment Advisors to grow
with us.
6. We have taken tremendous steps
to return this division to profitably.
Great things happen to
profitable businesses.
Investing in our business and
investing in our people is critical to
the continued growth and success
of CGWM.
Investing in Growth
$60mprivate placement
Goal: Increase AUA from approx.
~$10B to $15B
over the next three yearsAnnounced a $60M private
placement with a large
Canadian asset manager with
proceeds going directly towards
building our wealth
management business and
recruitment.
We are aggressively recruiting selective
Investment Advisors from within the
industry to fuel and accelerate our growth
strategy.
We continue to heavily invest in
the success of our Investment
Advisors.
We are fully committed to the
growth and success of our wealth
management business.
7. A Bespoke Client Experience
What does building
a best-in-class offering for
Investment Advisors look like?
What shapes our financial services platform
is what clients are demanding of our
Investment Advisors. It is paramount that we
provide those services to our Investment Advisors
so they have the flexibility to manage the
unique needs of their clients.
. We believe that many Investment Advisors want to focus on wealth management, wealth
creation or a combination of the two.
Fully supporting our Investment Advisors and their unique relationships with clients is a
key point of differentiation. Fostering an entrepreneurial environment is at the core of our
culture and a critical driver in the overall success of our business.
8. Best-in-class Technology
Our technology offering is
industry leading and built to fully
support Investment Advisors
business needs and their
interactions with clients.
We look to use leading edge technologies to enhance our capabilities in investing,
communication and marketing. We subscribe to the belief that technology can foster
and enhance the client experience but will never replace it.
9. Strategic Partnerships
Global Portfolio
Solutions
Hootsuite Inc.
Credit Suisse
Asset
Management
A key component of our growth and investment in wealth management is aligning ourselves
with best-in-class strategic partners. We are relentless in our pursuit of success,
innovation, and unique opportunities for our Investment Advisors.
LinkedIn
10. Overview of Canaccord Genuity
Investment Banking
190+ investment bankers globally2
FY2016: Participated in 157 transactions, raising over
C$35 billion for clients3
Equity Research
130+ research professionals2
Broad industry coverage across core sectors
~900 companies covered
Quest® – online valuation tool with 95%
global coverage
Sales and Trading
Equities and Fixed Income
140+ sales and trading professionals2
10+ fixed income professionals2
2,260+ institutions covered
Market making
~2,500 companies
10 exchanges
Wealth Management
Approximately 300 investment
advisors globally1
Wealth management offices
across Canada, UK, Guernsey,
Isle of Man, Jersey and Australia
On and offshore client services
C$34.4 billion in assets under
management and administration1
A leading
independent
financial
services firm
with a global
presence
Strong balance sheet
of C$381.3 million net
working capital1
C$34.4 billion in
assets under
management
and
administration1
Approximately
2,000
employees
Comprehensive
coverage of the
major growth equity
buyers globally
Operations
in Canada, US,
UK & Europe and
Asia Pacific and
capabilities to
list companies
on 10 stock
exchanges
worldwide
1. As at 30 September 2016
2. As at 31 October 2016
3. Company information as at 31 March 2016. Equity offerings >$1.5mm#
Note: All dollar amounts are stated in Canadian dollars unless otherwise indicated
