What is your WealthIQ?

Every investor has a unique set of financial goals based on their individual circumstances. An integrated wealth management plan is a crucial component in enabling you to reach those objectives.

Combined with advice on investments, tax strategies, strategic business planning, intergenerational wealth planning, and strategic philanthropy, an integrated plan sets the framework for your future success.

CG WealthIQ is Canaccord Genuity’s proprietary wealth management ecosystem in which your advisor delivers bespoke financial plans and customized investment solutions.

Take our 5 minute quiz to identify what your WealthIQ is:

Driven by your success.

Tell Us About Yourself

By registering, taking this quiz, and calculating your WealthIQ score, your CG Investment Advisor can better understand how to help build a robust and personalized plan to make your goals become reality.

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Driven by your success.

Organization & Planning

A personalized financial plan is crucial to achieving your short and long-term financial goals. As part of the CG WealthIQ process, CG's Wealth & Estate planning team works alongside you to create a bespoke financial plan that incorporates a wide variety of customized solutions.

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Check the statement that is most true to you. If no answer applies, leave all unchecked.

We have quantified the family goals and have a good idea what they will cost.

I can safely say that very few financial details fall through the cracks in our life.

I know what my family's long-term goals are.

I have no financial goals.

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Cash Flow Management

With CG WealthIQ, your cash flow is monitored, analyzed, and optimized so that you have a clear picture of your financial health. Effectively cash flow management ensures you preserve your wealth and have the liquidity to capitalize on growth opportunities.

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Check the statement that is most true to you. If no answer applies, leave all unchecked.

I know clearly how much capital we will need over the long term to maintain our standard of living and meet all our goals.

I have a clear game plan in place to prepare for a liquidity event, such as a business sale or inheritance.

I know what our family expenses are and feel confident that they are manageable over the long term.

I have no plan in place related to cash flow management.

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Investment Management

With CG WealthIQ, everything related to your portfolio and investments is overseen by your CG Investment Advisor. Your advisor actively manages your investments and executes against your customized financial plan to ensure you stay on track with your goals.

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Check the statement that is most true to you. If no answer applies, leave all unchecked.

I know what rate of return we need from our investments to ensure we meet our family's objectives over the long term.

I am confident that our asset allocation is appropriate based on our financial goals.

My investment managers are reviewed on a periodic, timely basis and I am confident we have the right ones in place.

I don't have a defined plan for my investments.

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Risk Management

Through robust risk management, your Investment Advisor identifies, analyzes, and responds to potential risks in order to optimize your returns and minimize losses. You get an accurate assessment of any potential risks, helping to protect against losses and maximize potential gains.

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Check the statement that is most true to you. If no answer applies, leave all unchecked.

I have a clear process in place to select, monitor and review all our advisors.

I am well-diversified and not overly reliant on a few particular assets.

I understand all our insurance policies and am confident that they are appropriate and up to date.

I don't have a risk management plan in place.

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Tax Planning & Structuring

Working alongside your Investment Advisor on tax planning and structuring can help you maximize your wealth and help you achieve your financial goals. Effective tax planning helps reduce your current tax liabilities and ensures you take full advantage of any available tax credits and deductions.

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Check the statement that is most true to you. If no answer applies, leave all unchecked.

I am comfortable that we are taking advantage of all the tax efficiencies available to us in each of the jurisdictions where we have assets/ reside.

I am confident that we have the right structures in place to meet our family objectives and that it is no more complicated than it needs to be.

I understand how the use of trusts or other structures could be beneficial in our planning.

I don't currently have a tax plan in place.

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Estate Planning & Succession

Creating integrated plans for your wealth transfer is crucial to ensuring a smooth transition to future generations and setting them up for success. With CG WealthIQ, you are equipped with the necessary tools to secure your legacy.

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Check the statement that is most true to you. If no answer applies, leave all unchecked.

My will been updated in the past three years. I have properly executed powers of attorney (or other appropriate documents) for financial and health care purposes.

I am confident we have used all appropriate and available estate planning strategies that would be appropriate for our family.

I have a clear idea of our estate objectives and how much our heirs will receive and when.

I don't currently have an estate or succession plan in place.

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Philanthropy

In order to maximize your charitable impact, a well thought out philanthropic strategy is vital. Your Investment Advisor can help implement a more planful and tax-effective approach to your charitable giving, bringing your philanthropic ambitions to life.

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Check the statement that is most true to you. If no answer applies, leave all unchecked.

I know the most tax-efficient way to donate given my current structure.

I understand how much I can give away to philanthropic causes and over what period given other financial goals.

I understand the objectives I want to achieve by giving.

I don't currently have a philanthropy plan in place.

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Family Issues

Your family situation is unique, and it needs a bespoke approach. Through CG Wealth IQ, your Investment Advisory team can facilitate and host family meetings, where details are discussed and decisions made. We are here to help maintain harmony among your loved ones.

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Check the statement that is most true to you. If no answer applies, leave all unchecked.

I have regular family meetings where key issues are addressed.

My family has an open, healthy dialogue about money and financial issues.

I am comfortable that my spouse and children will be able to manage if something happened to me.

We don't discuss our finances as a family.

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CONGRATULATIONS!

Your WealthIQ score is 65 out of 100

Well Done!

You have a great understanding of your finances and have set in place a solid framework. However, there is room to optimize your current financial plan.

Submit your score below and your CG Wealth Management advisor will be in touch to share insights into how they can help provide the customized solutions you need.

Well Done!

You have made a great start in creating your plan, and there are many areas that we can help further optimize.

Submit your score below and your CG Wealth Management advisor will be in touch to share insights into how they can help provide the support and solutions you need.

Thank you!

You are at the beginning of your financial planning journey and there are great opportunities to optimize and enhance your finances.

Submit your score below and your CG Wealth Management advisor will be in touch to assist you in mapping your financial plan.