Matthew Langsford
Matthew Langsford is a registered investment advisor at Canaccord Genuity Wealth Management, based in Oakville, with 2 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CGWM USA's advisory fees are calculated as a percentage of the value of your portfolio. The specific fee is negotiated between you and your investment advisor and can vary based on factors such as the advisor, the value of your portfolio, the complexity of services, the securities used, the investment strategy, and the level of administration requested. The advisory fee is shared between your advisor and CGWM USA. The fee is generally billed monthly.
Location
200 - 1267 Cornwall Road, Oakville, L6J7T5
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a portfolio manager at Canaccord Genuity Corp, dedicating full-time hours to this role. He also owns Lakeshore Wealth Management Insurance Inc. and spends minimal time on insurance sales. Matthew is also a private investor in LB Auto Services and LB Auto Real Estate.
Employment History
Current Registrations
Canaccord Genuity Wealth Management
Canaccord Genuity Wealth Management (USA) INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.