Traditional Investments

• We make it easy to purchase marketable securities (stocks, bonds and income trusts) in Canada, US, and overseas;
• Competitive priced bonds;
• Opportunity to participate in block trades;
• Financings (private placements, IPO’s, secondary offerings).

Managed Accounts

• Canaccord’s blue chip investment product, The Independence Accounts, provide fee-based, conservative, discretionary investment services for private clients with a minimum of $100,000 in investable funds:
  • Canadian Balanced Account
  • Canadian Equity Account
  • Cash Management Account
  • Income Growth Account
  • International Asset Allocation Account
  • US Equity Account
• Independence Accounts Portfolio Manager, Nick Majendie, ranked fourth overall by the Brendan Wood International 2004 Canadian Institutional Equities Survey in the Portfolio Strategy category

Mutual Funds

• I have access to the expertise of Canaccord’s mutual fund strategy team.
• The fund industry is going through some big changes right now and our analysts’ coverage can give you insight into investments that many people are not aware of such as, hedge funds and structured notes.

Mortgages & RRSP Loans

• Our relationship with Manulife enables us to provide you with access to Canada’s first flexible mortgage account. This kind of mortgage simplifies banking and can save you thousands of dollars in interest.
• Canaccord makes it convenient and affordable to borrow the money to make your RRSP contribution.  We offer automatic RRSP loan approval if you have no previous bankruptcy or repayment delinquency. Interest rates are set at Manulife Bank prime, with a one-year term.  The minimum loan is $1,000 and the maximum loan is $14,500. Your RRSP loan can be paid off at any time at no additional cost.

No-Fee RRSP

If your still paying an annual fee to a bank-owned investment dealer or other financial services firm to administer your RRSP then you are paying more than you need to. Canaccord no fee, self directed RRSP let's you keep more of your retirement savings exactly where they belong- compounding tax-free in your rrsp.

Unlike those of most of our competitors, Canaccord RRSPs, RRIFs, and Registered Education Savings Plans (RESPs) are completely free of annual administration charges.  If you currently deal with a major bank-owned investment firm, compare your annual registered account fee with ours.  Not only will you save considerable money with a Canaccord registered account, we will cover your transfer fee up to $107 for each RRSP, RRIF, cash and margin account worth at least $20,000.

With a few exceptions, your Canaccord registered account can hold the same securities as cash and margin accounts, which means your registered portfolio is not restricted to a limited selection of investments.  You may construct your registered portfolio from the full range of fixed income products, stocks and mutual funds.  Your Canaccord advisor will assist you to ensure that your individual investment selections are consistent with your overall investment strategy.

Insurance

We have Insurance Specialists that will provide solutions to protect your family and your assets and possibly reduce your tax burden.

The information contained in the Web Site is directed only at, and any securities and financial services being offered are available only to, persons resident and located in British Columbia. The information contained in this Web site is drawn from sources believed to be reliable, but the accuracy and completeness of the information is not guaranteed, nor in providing it does Canaccord Capital Corporation ("Canaccord Capital") or Cameron Fenn assume any liability.