Being independent from the larger banks allows us to provide our clients with the best tools and resources on the market, having no pressure to sell our own firm's products.  This allows us to aim for the best possible returns and the lowest possible costs, giving our clients the results they deserve and the retirement they have worked hard to achieve.  

Investment Counselling 

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 these leading money managers: 

TESTIMONIAL

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So grateful to work with you and have your coaching. THANK YOU. 

— E. Robin