Canaccord Genuity Group Inc. is a Canada-based independent financial services firm operating in two primary segments: wealth management and capital markets.
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Canaccord Genuity Group, through its principal subsidiaries, provides investment banking, brokerage, and wealth management services to individual, institutional, and corporate clients.
Who is Canaccord Genuity?
Canaccord Genuity Group Inc. originated in 1950 as a small regional broker dealer in Canada.
By 1972, the company became Canarim Investment Corporation, focusing on sectors like mining, oil and gas, and industrials.
In 1992, a management-led acquisition renamed the firm Canaccord Capital Corporation. The company expanded through mergers and acquisitions, including six Canadian brokerage firms and entities in London and Paris.
In 2004, Canaccord went public on the Toronto Stock Exchange, raising C$70 million.
In 2010, Canaccord acquired Genuity Capital Markets, bolstering its advisory capabilities.
The firm continued its growth trajectory, acquiring Collins Stewart Hawkpoint in 2012 and Hargreave Hale in 2017, further solidifying its position in the financial services industry.
What does Canaccord Genuity do?
Canaccord Genuity Capital Markets
The capital markets division (Canaccord Genuity Capital Markets) offers investment banking, mergers and acquisitions advisory, research, sales, and trading services from offices in North America, UK & Europe, Asia and Australia.
Canaccord Genuity Gestión de Patrimonios
Meanwhile, the gestión de patrimonios division (Canaccord Genuity Gestión de Patrimonios) provides tailored investment and financial solutions to private clients, charities, and intermediaries.
Operating in Canada, the UK, Crown Dependencies, and Australia, it has expanded significantly since 2016, increasing client assets and becoming a key contributor to the firm’s overall profitability.
Wealth management services include portfolio management, planificación financiera, and advisory services designed to meet specific client needs in each market.
Canaccord Genuity Group is publicly traded on the TSX under the symbol CF.
Canaccord Genuity Executive Team
- Dan Daviau serves as Chairman and Chief Executive Officer, overseeing the company’s strategic direction and operations.
- Jeffrey Barlow is the CEO of Canaccord Genuity LLC (US), responsible for the firm’s U.S. operations.
- Don MacFayden, as Executive Vice President and Chief Financial Officer, manages the company’s financial strategy and reporting.
- Stuart Raftus holds the position of CEO at Canaccord Genuity Corp. (Canada), leading Canadian operations.
- David Esfandi is the Chief Executive Officer of Canaccord Genuity Gestión de patrimonios (UK & Europe), directing wealth management services in these regions.
- Jason Melbourne serves as Head of CG Capital Markets – Canada and Global Head of Distribution, focusing on capital markets activities and distribution strategies.
- Nick Russell is the Chief Executive Officer of Capital Markets at Canaccord Genuity Limited (UK & Europe), overseeing capital markets operations in these areas.
- Marcus Freeman acts as Chief Executive Officer for Canaccord Genuity Group (Asia-Pacific), managing the firm’s presence in the Asia-Pacific region.
- Jen Pardi holds the role of Managing Director, Global Head of Equity Capital Markets & Co-Head of US Securities, leading equity capital market initiatives and U.S. securities operations.
- Andrew F. Viles serves as Executive Vice President & Chief Legal Officer, overseeing legal affairs and compliance.
- Fera Jeraj is the Chief Technology Officer, responsible for the company’s technology strategy and infrastructure.
- Adrian Pelosi serves as Executive Vice President, Chief Risk Officer & Treasurer, managing risk and treasury functions.
Canaccord Genuity Performance
As of November 2024, Canaccord Genuity Group Inc. informó a 27.1% year-over-year increase in revenue for the second quarter of fiscal 2025, totaling $428.6 million. The global wealth management division contributed $216.5 million, up 15.6%, while the capital markets segment added $202.1 million, a 39.5% rise.
Net income before taxes, excluding significant items, was $42.3 million, marking a 156.4% increase from the same period last year. Total client assets in the wealth management business reached $110.4 billion, an 18.3% year-over-year growth.
The company declared a quarterly dividend of $0.085 per common share.
Canaccord Genuity Locations and Contact Info
Estados Unidos
- New York: Penn 1, One Pennsylvania Plaza, 29th Floor, New York, NY 10119 | +1 212 389 8000
- New York: 33 Whitehall Street, 27th Floor, New York, NY 10004 | +1 212 842 6020
- Boston: One Post Office Square, Suite 3000, Boston, MA 02109 | +1 617 371 3900
- Minneapolis: 45 7th Street South, Suite 2640, Minneapolis, MN 55402 | +1 612 332 2208
- Charlotte: 227 W Trade St, Suite 1820, Charlotte, NC 28202 | +1 212 389 8000
- Nashville: 1033 Demonbreun Street, Suite 620, Nashville, TN 37203 | +1 615 490 8500
- San Francisco: 44 Montgomery Street, Suite 1600, San Francisco, CA 94104 | +1 415 229 7171
Asia
- Beijing: Unit 1421-1422, South Tower, Beijing Kerry Centre, 1 Guanghua Road, Chaoyang District, Beijing 100020, China | +86 10 8622 9070
- Hong Kong: Suite 1210, 12/F, ICBC Tower, Three Garden Road, Hong Kong | +852 3919 2500
Australia
- Melbourne: Level 42, 101 Collins Street, Melbourne, VIC, 3000 | +61 3 8688 9100
- Sydney: Level 62, MLC Centre, 25 Martin Place, Sydney, NSW, 2000 | +61 2 9263 2700
- Perth: Level 23, Exchange Tower, 2 The Esplanade, Perth, WA, 6000 | +61 8 9263 1111
Canadá
- Toronto: 40 Temperance St, Suite 2100, Toronto, ON M5H 0B4 | +1 416 869 7368
- Vancouver: The Stack, 1133 Melville St, Suite 1200, P.O. Box 10337, Vancouver, BC V6E 4E5 | +1 604 643 7300
- Calgary: TD Canada Trust Tower, 421 7 Avenue SW, Suite 3150, Calgary, AB T2P 4K9 | +1 403 508 3800
- Montréal: Suite 2930, 1250 René-Lévesque Boulevard West, Montréal, QC H3B 4W8 | +1 514 844 5443
United Kingdom & Europe
- London: 88 Wood Street, London EC2V 7QR, United Kingdom | +44 20 7523 8000
- London: 33 Foley Street, London W1W 7TL, United Kingdom | +44 207 629 7575
- Dublín: 38 Fitzwilliam Street Upper, Grand Canal Dock, Dublin 2 D02 KV05, Ireland | +353 (0)1 635 0210
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