An explosion of new investment alternatives, global market opportunities and tax planning implications has created a complex investment environment. Canaccord Capital can help you navigate this environment with our Independence Accounts.
Canaccord's Independence Accounts offer discretionary investment services for clients with a minimum of $100,000 to invest. Portfolios are professionally managed by highly ranked* Portfolio Strategist and Senior Portfolio Manager Nick Majendie and Portfolio Manager Alan Berge.
NEW! We are pleased to announce the unveiling of two new segregated portfolios within the Independence family of products: the Independence Canadian Bond portfolio and the Cash Management Portfolio (Quebec).
Why the Independence Accounts?
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Experienced and successful portfolio managers constantly monitor market and economic trends, adjusting the portfolios to changing conditions.
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Managed accounts offer freedom. Clients minimize time worrying about investments and maximize their time available for personal and professional commitments.
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Individual ownership of stocks and bonds, unlike mutual or pooled funds.
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To minimize risk, portfolios are invested only in blue chip, well-capitalized companies, personally visited by the portfolio manager twice a year.
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Clients receive Weekly Strategy Notes written by the Portfolio Manager that describes current market conditions and any portfolio adjustments.
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Informative and timely reporting - monthly, quarterly and annually.
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Fees are charged based on the assets under administration - no stock trading commissions or custodial fees are charged to you. Fees are tax deductible for cash accounts.
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RRSP and RRIF eligible.
To learn more about Canaccord's Independence Accounts, contact your Canaccord Investment Advisor today or email us at independenceaccounts@canaccord.com
*The Brendan Wood International's Research, Sales and Trading Performance in Canada Report" 2005