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Value-added services

Our correspondent services provide more than just functional technology. Our clients also have access to a wide range of value-added services provided by Canaccord Genuity’s retail division.

Managed Accounts

Participation in a Managed Account Program for investors who wish to have their investments professionally managed in a discretionary manner. Clients have the opportunity to participate in portfolios that provide maximum flexibility for your investment strategy:

  • Canadian Equity
  • Canadian Balanced
  • Canadian Income Growth
  • U.S. Equity
  • International Asset Allocation Portfolio

Fee-based Accounts

Our system has a flexible calculation of fees based on the value of your client’s accounts and an automated fee billing process at the end of the month. 

Quote Provider

Full integration of real-time quote services.