Canaccord's Alliance Program

The Performance is in the Process

Over time, institutional investors consistently receive much higher returns on their investments than the average individual investor. This has been attributed to a proven, disciplined and systematic process known as the "Portfolio Approach". The Alliance Program brings this process to you-the private investor.

Canaccord's Alliance Program puts elite Canadian and Global portfolio managers within your reach. Offering over 40 different portfolios and investment styles, we bring together professional money management with the flexibility, control and potential tax advantages of owning individual securities.

By using the same approach as institutional investors, professional portfolio managers can provide Alliance clients significant benefits:

Multi-Style, Multi-Manager Approach
The Alliance Program has carefully chosen respected investment management firms to offer you optimal diversification according to asset mix and geography. A properly diversified portfolio helps reduce the effects of market fluctuations and reduce the level of risk.

Four Steps to a Personalized Investment Strategy
The investment performance often enjoyed by institutional investors is the result of a rigorous investment process. As an Alliance client you can preserve and enhance your wealth by following a similarly disciplined, objective approach.

Tax Efficient Investing
You directly own the securities in your Alliance account - assets are not pooled with money from other investors. This enables Canaccord's Alliance Program to offer many tax management efficiencies.

Reporting and Monitoring
As an Alliance client you will receive detailed and timely performance analysis of your portfolio. Each quarter we provide a straight-forward, comprehensive report that details your returns, a summary of activity within the portfolio, and commentary from the portfolio managers.

All-Inclusive Fee
One all-inclusive fee covers all costs relating to the administration of your Alliance account, including investment advice, portfolio management and trading costs.

Call us today to find out more. If the Alliance Program is appropriate for your financial strategy, we can help you determine the best managed portfolio to achieve your financial goals.

For more information, please contact your Investment Advisor, or fill out our Investment Advisor contact form.

Canaccord's Alliance Program is ideally suited for investors investing a minimum of $100,000.