CG/Bamboo connects you with our online platform system for managed accounts which has digitized the Know Your Client (“KYC”) questionnaire via a comprehensive process designed to recommend the most suitable and optimal target portfolio based on your profile. It will systematically re-align your investments with the target portfolio if markets movements significantly alter the weights of each position or when a  material change occurs in your account such as a new contribution to your account or a significant change in your financial situation.

Canaccord Genuity Wealth Management has been managing investment portfolios for Canadian investors for over 19 years. CG/Bamboo leverages that experience to assemble a series of target portfolios; each portfolio is catered to a different investor profile. These portfolios are constantly monitored and regularly optimized to adapt to market changes.

Each portfolio is invested in low-cost exchange traded funds (“ETFs”). Each ETF represents a diversified portfolio of quality securities within a given category (commonly known as asset class). Hence, by investing in a small number of diversified ETFs, your portfolio will be exposed to thousands of publicly traded securities. This strategy allows us to offer professional quality of investment management at a very low cost.

How do we know which target portfolio is right for you?
Through our easy to use, interactive questionnaire, your answers will define the model portfolio that best suits your needs and your risk tolerance.