A mind bogglingly difficult series of questions to allow me entry to my account led me to phone the help line and speak to ‘Jess’. She talked me through the minefield very competently.Well done Jes... See more
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Had a problem getting into the Cannacord App today through my own forgetfulness re passwords etc. Called the Support line and made contact with Michelle Brown. Immediate assistance delivered by Michel... See more
Company replied
Frazer explained the process clearly and answered all our questions. He listened to what we wanted to achieve and helped us plan and implement our retirement plan. He, and Canaccord, were by far the... See more
Company replied
I was having trouble logging on to the Canaccord portal. I phoned Client Services but that went through to voice mail; I phoned my relationship manager and after a long pause got the message they wer... See more
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4.6
Excellent
27 reviews
No history of asking for reviews
This company hasn't invited their customers, so reviews may not be representative
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Always engaging
Good wealth manager whose staff are dedicated and keeps clients informed.
November 5, 2025
Unprompted review
Reply from Canaccord Wealth
We appreciate you taking the time to share your experience. It's great to know we've met your expectations, and we’re committed to building a lasting relationship that supports your financial goals.
Long standing track record and service
Long standing performance and track records with bespoke HNW solutions for clients looking at more tailored approaches. Always a pleasure working with the team!
November 5, 2025
Unprompted review
Reply from Canaccord Wealth
Thank you for your kind words. We're pleased to have supported your financial journey so far, and we look forward to continuing to work together with a focus on long-term success and trusted advice.
Great service, great returns
Not only do the portfolios perform well, but the overall team approach is aligned well with high level service and low cost fund range options.
December 31, 2024
Unprompted review
Reply from Canaccord Wealth
Thank you for your review and for choosing Canaccord Wealth. We're glad to hear your experience has been positive, and we look forward to continuing to support your financial ambitions with care and expertise.
Reply from Canaccord Wealth
Thank you for your kind words. We're pleased to have supported your financial journey so far, and we look forward to continuing to work together with a focus on long-term success and trusted advice.
My positive experience with Canaccord
My experience with Canaccord has been outstanding. The team upholds a high level of professionalism, transparency, and genuine care in understanding each client’s goals. Their advice is thoughtful, research-driven, and delivered with clarity — inspiring strong confidence.
A special mention to Nick Teo, Business Development Director, whose approachable leadership and deep commitment to client relationships truly set the tone for the entire team. His attentiveness and integrity reflect the strong service culture that defines Canaccord.
If there’s one area to refine, it would be enhancing response times during periods of high market volatility — that added agility would make an already excellent experience even better.
Overall, I highly recommend Canaccord for discerning investors seeking a trusted, forward-thinking wealth management partner.
November 4, 2025
Unprompted review
Reply from Canaccord Wealth
Thank you for your kind words. We're pleased to have supported your financial journey so far, and we look forward to continuing to work together with a focus on long-term success and trusted advice.
Excellent personal service
Excellent personal service . Everything was explained clearly and I was extremely impressed with the knowledge of the adviser and the way in which he explained things clearly without jargon.
September 19, 2025
Unprompted review
Reply from Canaccord Wealth
We appreciate you taking the time to share your experience. It's great to know we've met your expectations, and we’re committed to building a lasting relationship that supports your financial goals.
My high risk discretionary protofolio…
My high risk discretionary protofolio is unique in the market. It manages global stocks and UK stocks. Service is excellent
October 31, 2025
Unprompted review
Reply from Canaccord Wealth
Thank you for your review and for choosing Canaccord Wealth. We're glad to hear your experience has been positive, and we look forward to continuing to support your financial ambitions with care and expertise.
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