Conservative wealth management expertise, tailored for your specific needs.

DISCRETIONARY PORTFOLIO MANAGEMENT

With today’s more complex and globally interconnected markets, many investors put their trust in professional portfolio management to build and protect wealth. The Complete Canaccord Investment Counselling Program (ICP) provides discretionary money management from world-class portfolio managers with diverse styles and investment mandates.

 

  • Access to globally renowned portfolio managers
  • A consultative process, customised to match your financial needs and goals
  • Direct ownership of securities eliminate hidden or embedded capital gains
  • Greater transparency and flexibility than investing in mutual funds
  • Detailed performance reporting
  • Set asset-based fee that aligns your portfolio’s performance with your advisor’s compensation

 

 

 


 

 

 

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