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Canaccord Genuity Wealth Management and Credit Suisse Asset Management form strategic partnership


Canaccord Genuity Wealth Management in Canada and Credit Suisse Asset Management (CSAM) have entered into a strategic partnership where Canaccord Genuity Wealth Management will provide high net worth investors with unique investment tools and exclusive access to the CSAM Capital Discipline Strategies in Canada. 

This partnership will also include client workshops and events as well as ongoing advisor professional development.

"Canaccord Genuity Wealth Management is an ideal strategic partner for CSAM as we expand our business in the Canadian market," says Ed Soltys, Head of Americas Third-Party Distribution at CSAM. "This relationship demonstrates our ability and willingness to work alongside a well-known and established firm that will leverage our thought leadership while providing advisors and clients in Canada with best-in-class investment solutions."

"Our decision to partner with Credit Suisse Asset Management is the result of a careful selection process by both parties that allows us to elevate our shared global reach and our commitment to delivering best-in-class investment solutions for our advisors and clients," says Stuart Raftus, President of Canaccord Genuity Wealth Management in Canada. "In an industry filled with commoditised investment solutions, we are committed to providing bespoke solutions for each client. As a leading independent wealth management firm, we have a strong focus on delivering truly global investment opportunities to the Canadian high net worth market."

This extensive strategic partnership incorporates a CSAM-licensed Portfolio Navigator tool that allows Canaccord Genuity Wealth Management investment advisors to evaluate their clients' unique risks and objectives to create custom investment portfolios suitable to their individual needs.

The CSAM Capital Discipline Strategies invest in high quality companies with sustainable dividends and are designed to provide income growth and capital appreciation with lower risk than the broader equity market. CSAM manages approximately USD325 billion in investor assets and the Capital Discipline Strategies that are now available through Canaccord Genuity Wealth Management have outperformed their respective benchmarks since their inception dates.

Credit Suisse's CEO of Canada, Ron Lloyd, says: "This is an important relationship for Credit Suisse as we continue our focus on growing our Canadian business. Canaccord Genuity Wealth Management can leverage our additional global expertise while we benefit from the reach and quality that they provide through their domestic advisory network. It's a win-win for both partners."

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