Your needs. Our commitment.

Canaccord Wealth Management is pleased to partner with Rogerscasey Canada for partner fund due diligence. Rogerscasey helps the Canadian investment industry construct soundly and successfully managed portfolios, funds and investment programs.

The investment challenge is to create portfolios that are driven by skill rather than simply luck and the markets. Past performance, whether of markets or managers, is a clue to determine future success...but not the answer. While patterns may persist, success tends to fade. The team at Rogerscasey Canada has proven, hands-on experience in evaluating investment managers and products, to assess which selections and combinations of managers will create portfolios with the highest odds of success over the long term.

The team at Rogerscasey Canada takes an objective, principled and disciplined approach to investment counselling and portfolio management. To this end, they have developed numerous proprietary analytics and software tools to ensure a rigorous and deep understanding of investment products and processes. This is allied with close personal knowledge, through regular contacts and structured interviewing, of the firms and individuals to whom Rogerscasey Canada recommends our clients entrust their assets for management. Our tools focus on:

• Manager scoring to quantitatively evaluate the absolute and the relative
• Collection and compilation of an individual investor’s risk tolerance levels in order to create 5 year plans
• Scenario testing combinations of managers to assess risk and reward profiles
• Manager profiles with qualitative analysis that provide breadth and depth in order to drill into the risk/return/style of a manage

For more information or to get started today, please contact a Canaccord Advisor near you.