My Services

• Investment Advice
• Brokerage Services
• Managed Accounts
• Fee-Based Accounts
• Retirement Savings Plans
• Financial Planning Services
• On-Line Account Access
• Insurance Products (through our In-House Life & Estate Specialist)

Through Canaccord Capital, I can provide a variety of comprehensive brokerage services and wealth management products and services to clients to assist them in building their financial assets by maximizing their returns within the context of their investment objectives and risk tolerance. Canaccord offers its clients various account structures including commission-based accounts, fee-based accounts, managed accounts and margin accounts.

• Investment advice is available on a wide variety of financial products and investment strategies ranging from capital preservation, retirement planning, income generation, growth and speculative investing. Canaccord works closely with clients to build customized, successful asset allocation, risk reduction and growth strategies to meet individual financial goals.
   
• Brokerage Services include trade execution through exchanges or over-the-counter markets primarily in equity securities, corporate bonds including convertible debentures, options, income trusts, mutual funds and government fixed income instruments.
   
• Managed Accounts, Canaccord's discretionary portfolio management option, is available to private clients through Canaccord's Alliance Program. These actively managed accounts use a disciplined investment approach based on sector allocation, yield curve analysis, liquidity and security selection, and are available in six account types suitable to various investment objectives.
   
• Fee-based Accounts are available through Canaccord's Azure Account, a fee-only investment option designed to meet individual investment goals and objectives. Clients stay involved in the decision-making process and maintain direct control over their investments with Azure Accounts - a maximum number of free trades per year are available for one all-inclusive fee, allowing the client to trade in a wide range of investment products including stocks, bonds, mutual funds, options, income trusts and limited partnerships.
   
• Retirement Savings Plans are available from Canaccord - the first investment dealer to offer a "no-fee" self-directed RRSP option. Through our relationship with Manulife, Canaccord is also able to offer clients efficient and expedited access to Manulife Bank RRSP loans.
   
• Canaccord's Financial Planning Services team works with investment advisors to support them in meeting and serving their clients' wealth management needs including retirement planning, capital preservation, efficient estate asset distribution, insurance products and taxes.
   
• Online Account Access provides Canaccord clients with secure access to their accounts online, including real-time information related to holdings and transactions. Instant access to private, protected financial details facilitates timely investment, giving Canaccord clients a competitive edge.
   
• Insurance Products are available through Canaccord Financial Services. A range of insurance products, including Capital Gains Tax Protection, Retirement Protection and Estate Planning, complement the overall financial planning services available to our valued clients.

 

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