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For accounts of $100K and above there are a variety of unique accounts that Canaccord Wealth Management makes available.
Fee Based Services
Canaccord’s Fee Based Account gives clients the freedom to buy and sell bonds, stocks and mutual funds commission-free, with the attention of your investment advisor. It is designed to appeal to investors who value the traditional full-service approach, but wish to pay a set fee that is tied to account value, not account activity. Canaccord's Fee Based Service is full-service investing without transaction costs. One simple fee based on the value of your account covers it all.
Complete Canaccord Investment Counselling Program
The Complete Canaccord Investment Counselling Program is Canaccord’s top-tier wealth management service. The Investment Counselling Program is a privately managed account, combining exceptional investment management with personal ownership of individual securities. It features multi-manager, multi-style, multi-region diversification comparable to the way pensions and endowments invest.
The Complete Canaccord Investment Counselling Program offers you the choice of more than 30 different portfolios from leading money managers and unites the advisor, the client, and the investment manager in a common pursuit: the preservation and prudent growth of capital.
