My clients’ individual circumstances and financial objectives establish the foundation for creating customized, sophisticated, forward-thinking portfolios that meet their distinct short- and long-term investment goals.
I engage the Complete Canaccord Investment Counselling Program to manage the core of clients’ portfolio holdings. I then determine what additional securities and solutions are needed to meet each clients’ specific financial needs and goals.
The Complete Canaccord Investment Counselling Program (ICP) provides discretionary money management from world-class portfolio managers with diverse styles and investment mandates. With today’s more complex and globally interconnected markets, your core portfolio holdings require a high level of diversification across multiple portfolio elements, which the ICP delivers.
For decades, institutional investors have tested, refined and proven the value of an approach that engages the specialized talents of multiple portfolio managers. Through the ICP, your portfolio core is managed with the same expectations for expertise, discipline and performance that institutional investors demand. Over time, these portfolios have consistently generated value for investors as a result of their well-articulated process, expertly executed strategies and commitment to continual monitoring.
Discretionary money management
The ICP is ideal for clients who are busy and focused on activities other than market research and day-to-day investment decision-making. The portfolio managers who partner with you in this program handle all tactical decisions related to your investments, freeing you to build your career or business, steward your family and achieve your other life goals.
Investing through this program may provide you with considerable tax advantages:
Ask your tax advisor about the specific tax advantages that apply to you.
In order to meet the financial goals of most clients, I add to the ICP holdings carefully researched securities and other suitable investment solutions. Below is an outline of my five-step process for identifying the satellite opportunities for clients’ portfolios: