Financial Planning & Portfolio Management

AZURE:

Accounts are now available!

To meet strong demand from clients, Canaccord Genuity has developed AZURE - a fee-based brokerage account. AZURE builds on traditional Canaccord values: freedom of choice clients, negotiated pricing and independent investment advice. With an AZURE account, one simple fee covers it all...

  • Traditional full-service investing and advice
  • Commission-free stocks, bonds, and mutual funds
  • A flexible, possibly tax-deductible fee, based on the value of the client's assets
  • Compensation tied to account growth, not account activity

    ALLIANCE:

    The ALLIANCE Program is Canaccord's top-tier wealth management service. Alliance 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 Canaccord ALLIANCE Program unites the Investment Advisor, the client, and the investment manager in a common pursuit: the preservation and prudent growth of capital. ALLIANCE offers you the choice of more than 30 different portfolios from leading money managers.

    INDEPENDENCE:

    An INDEPENDENCE Account provides discretionary investment services to private clients who wish to enjoy solid returns, but yet want the peace-of-mind in the knowledge that their portfolio is being looked after by a professional money manager.

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