With today’s more complex and globally interconnected markets, many investors put their trust in professional portfolio management to build and protect wealth. The Complete Canaccord Investment Counselling Program (ICP) provides discretionary money management from world-class portfolio managers with diverse styles and investment mandates.
 

Professional asset management
  • Access to a proven institutional investment management approach
  • Access to globally renowned portfolio managers
  • Comprehensive due diligence of the managers and the mandates in the Program
  • A consultative process led by Kirby Private Wealth that customizes this Program to your financial needs and goals
     
Tax advantages
  • Direct ownership of securities eliminate hidden or embedded capital gains
  • Securities are portable
  • Greater transparency and flexibility than investing in mutual funds
  • Potential for tax deduction on professional fees paid
     
Frequent performance reporting
  • Detailed monthly statements
  • Quarterly consolidated view of your portfolio
  • Year-end accounting summary
     
Fee transparency
  • Set asset-based fee that aligns your portfolio’s performance with your advisor’s compensation
     
Expertise all around you
  • Access to Complete Canaccord's comprehensive wealth management services
  • Coordinated thinking across all aspects of your financial life
  • Plans and solutions to achieve your goals in areas including financial and retirement planning, tax planning, wealth protection,* wealth transfer and legacy planning.
     

*Provided by Canaccord Genuity Wealth & Estate Planning Services Ltd.