The Complete Canaccord Investment Counselling Program

The Performance is in the Process.

Over time, institutional investors consistently receive much higher returns on their investments than the average individual investor. This has been attributed to a proven, disciplined and systematic process known as the “Portfolio Approach”. The Complete Canaccord Investment Counselling Program brings this process to you-the private investor.

The Complete Canaccord Investment Counselling Program puts elite Canadian and Global portfolio managers within your reach. Offering over 40 different portfolios and investment styles, we bring together professional money management with the flexibility, control and potential tax advantages of owning individual securities.

By using the same approach as institutional investors, professional portfolio managers can provide clients significant benefits:

Multi-Style, Multi-Manager Approach
The Complete Canaccord Investment Counselling Program has carefully chosen respected investment management firms to offer you optimal diversification according to asset mix and geography. A properly diversified portfolio helps reduce the effects of market fluctuations and reduce the level of risk.

Four Steps to a Personalized Investment Strategy
The investment performance often enjoyed by institutional investors is the result of a rigorous investment process. As a client you can preserve and enhance your wealth by following a similarly disciplined, objective approach.

Tax Efficient Investing
You directly own the securities in your account - assets are not pooled with money from other investors. This enables the Complete Canaccord Investment Counselling Program to offer many tax management efficiencies.

Reporting and Monitoring
As a client you will receive detailed and timely performance analysis of your portfolio. Each quarter we provide a straight-forward, comprehensive report that details your returns, a summary of activity within the portfolio, and commentary from the portfolio managers.

All-Inclusive Fee
One all-inclusive fee covers all costs relating to the administration of your account, including investment advice, portfolio management and trading costs.

Call us today to find out more. If the Complete Canaccord Investment Counselling Program is appropriate for your financial strategy, we can help you determine the best managed portfolio to achieve your financial goals.

For more information, please contact your Hall Group Advisor.

For families and individuals with over $100,000 in investable assets..