CC Investment Counselling Program

Your investment. Our commitment

CC Investment Counselling Program at a Glance

  • Access to a wide range of professionally managed investment portfolios
  • Direct ownership of securities can maximize tax benefits
  • Strict due diligence of partner funds
  • Robust quarterly reporting of portfolio performance and activity

You want the benefit of professional investment management, and access to the same level of knowledge, experience and discipline as institutional investors and pension funds. Canaccord Genuity Wealth Management's CC Investment Counselling Program brings high-quality Canadian and global portfolio managers to you.

The CC Investment Counselling Program combines different portfolios and investment styles, with a wide range of asset types and geographies across growth, value, core and momentum investment styles. With a minimum of $100,000 to invest and for one inclusive fee, your Canaccord Genuity Advisor can bring together a diversified multi-style, multi-manager solution to suit your investment needs, with the flexibility, control and tax advantages of owning individual securities.

Canaccord Genuity Wealth Management exercises the strictest due diligence when selecting partners for the CC Investment Counselling Program and continually monitors the suitability and performance of these funds for our clients. If this program forms a part of your CC Wealth Strategy, you will receive a thorough analysis of your investment each quarter, detailing the portfolio's performance and decisions made by the portfolio managers.

The CC Investment Counselling Program currently includes:

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