PRIVATE CLIENT SERVICES_
Customizing solutions for individual financial priorities

We are committed to providing private clients across Canada with superior wealth management strategies in an independent, idea-driven environment. Canaccord provides its 430 Investment Advisors (IAs) with a comprehensive suite of best-in-class investment products and services, enabling IAs to tailor investment strategies to suit each individual’s financial goals.

Increasingly, private clients are trusting Canaccord to deliver results. Assets under administration (AUA) reached a record $14.3 billion in fiscal 2006, up 44% from the fiscal 2005 year end. In the past six years the average book size of a Canaccord IA has tripled.

We continue to invest in flexible products and services that create value for our clients. Discretionary portfolio management is available through our Alliance Program, which covers a broad spectrum of mandates, allowing our advisors to tailor each portfolio to address the client’s unique requirements. We have four outside managers – Jarislowsky, Fraser Limited; Brandywine Global Investment Management, LLC; KBSH Capital Management Inc.; and Seamark Asset Management Ltd. – to complement our Independence Accounts, which are managed in-house. Client confidence in the performance of Canaccord’s Independence Accounts, managed by Chief Portfolio Manager Nick Majendie, is reflected in our assets under management (AUM), which have grown to $613 million – a 61% increase since fiscal 2005.

Our emphasis remains on improving our client services. We have introduced software that assists IAs in preparing comprehensive plans to help clients achieve their financial goals. We continue to enhance our advisor training program and support ongoing education for IAs.