Skip to Main Content

My busy clients prefer to pay a single asset-based fee to capitalize on all the investment opportunities that suit their investment strategy, without having to consider each and every transaction cost.  The result is that my compensation as your advisor is tied to your overall portfolio performance.

I offer you the benefits of the Complete Canaccord Fee-Based Account, which include:

  • A customized investment strategy that reflects your risk tolerance, financial needs and goals, and overall assets
  • The full range of investments, including equities, fixed-income securities, mutual funds and hedge funds
  • All account types so you can build wealth in your RRSP, TFSA, RRIF, LIF and non-registered accounts
  • The Complete Canaccord comprehensive wealth management services, which deliver coordinated thinking across all aspects of your financial life to provide you with financial and retirement planning, tax planning, wealth protection, wealth transfer and legacy planning*
  • Award-winning research and timely investment opportunities uncovered by the Canaccord Genuity Global Research Team through your Client Login
  • The convenience of online monthly account statements, so you can monitor your progress towards your financial goals from wherever you are, whenever you choose