Our goal is to provide our clients with a superior approach to managing wealth. We take into account that each individual/group requires an investment strategy that is unique and aligns with their needs, objectives, and risk tolerance. Based on those core investment principles, we can lead you into a number of solutions including:
 

Investment Counselling Program  

The Complete Canaccord Investment Counselling Program (ICP) provides discretionary money management from world-class portfolio managers with diverse styles and investment mandates. For decades, institutional investors have tested, refined and proven the value of an approach that engages the specialized talents of multiple portfolio managers. Through the ICP, your portfolio core is managed with the same expectations for expertise, discipline and performance that institutional investors demand. Over time, these portfolios have consistently generated value for investors as a result of their well-articulated process, expertly executed strategies and commitment to continual monitoring.

Through the ICP platform, we are able to offer more than 30 different portfolios from leading money managers.

 

Complete Canaccord ETF Portfolios 

CC ETF Portfolios are managed to maximize return and mitigate downside risk through active portfolio management.

Features

  • More focused investment exposures which better account for country, currency and thematic risks than passive ETF strategies
  • Top-down global macro strategy and tactical asset allocation to better protect capital
  • Low-cost global diversification to address increasingly interconnected global markets
  • Experienced investment management team with strong track record
  • Exclusive to Canaccord Genuity Wealth Management

Benefits

  • Consistent value-added investment returns through both weak and strong market conditions
  • Tactical global macro strategy focuses on maximizing returns while still adapting to weak markets to preserve client capital through downturns
  • Greater transparency and flexibility than investing in mutual funds
  • Direct ownership of securities eliminates hidden or embedded costs or capital gains
  • Potential for tax deduction on non-registered management fees paid

 

Fee-Based Account Program

The Complete Canaccord Fee-Based Account provides you with a non‐discretionary fee-based investment option.  The Complete Canaccord Fee-Based Account is not designed for highly active traders, but rather is best suited to moderately active investors who plan to stay with their investment strategy for many years. It appeals to those clients who value a disciplined and traditional full‐service approach, but wish to pay a recurring fee that is tied to account value, not account activity.