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Successful professionals and investors with an interest in active markets choose to work with Jim, Taylor and Carson Cumming, because they can count on:

  • Identifying unique blue-chip, tax efficient income strategies
  • Deep BC mining industry connections including access to flow-through investment opportunities
  • Entry to early-stage capital raising opportunities for growth companies across several burgeoning sectors
  • Expertise and access to new issue offerings undertaken by the Canaccord Genuity investment banking team
  • Uniquely structured financing opportunities
  • Accessibility to valued Canaccord Genuity analysts and research provided by them
  • Global perspective on development and emerging markets
  • Creative and tactical investment ideas
  • Actionable option trading ideas and strategies
  • Exceptional, accessible service from a close-knit family practice

 

With offices in both Vancouver and the Okanagan, we take “know your client” to heart. Our starting point is a process that identifies your goals and ambitions – including career, family and multigenerational aspirations. Our customized recommendations draw on each team member’s diverse strengths and your own insights to achieve your unique objectives.