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.
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
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.
Full integration of real-time quote services.