Your account. Our commitment.
CC Managed Account at a Glance
- Managed by a Canaccord Advisor who has earned a Portfolio Manager or Associate Portfolio Manager designation
- Personalized discretionary management tailored to your investor profile
The CC Managed Account is designed to bring you professional discretionary management that can help you make the most of your investments – and your valuable time. CC Managed Accounts are provided by high-quality Canaccord Advisors who have obtained their Portfolio Manager or Associate Portfolio Manager designation and are tailored to suit your investor profile. With a minimum of $100,000 to invest and for one inclusive fee, you can gain access to institutional-type portfolio management of your private investments and the personalized recommendations of a Canaccord Advisor committed to helping you reach your financial goals.
For more information or to get started today, please contact a Canaccord Advisor near you.