Complete Canaccord Investment Counselling Program (ICP)

Institutional Money Management for Personal Investors

With today’s more complex and globally interconnected markets, many investors put their trust in professional portfolio management to build and protect wealth.  Canaccord Genuity's Investment Counselling Program (ICP) provides best-in-class discretionary money management from renowned portfolio managers with diverse styles and investment mandates.

Dekker Hewett Group will consult closely with you to customize the ICP to your particular financial goals and risk tolerance. Regular meetings will ensure that you are progressing towards the coordinates that define your life goals.

 

Features and Benefits

Professional Asset Management

• Access to a proven institutional investment management approach

• Access to globally renowned portfolio managers

• Comprehensive due diligence of the managers and the mandates in the Program

• A consultative process led by your Canaccord Genuity advisor that customizes this program to your financial needs and goals


Tax Advantages

• Direct ownership of securities eliminates hidden or embedded capital gains

• Securities are portable

• Greater transparency and flexibility than investing in mutual funds

• Potential for tax deduction on professional fees paid


Frequent Performance Reporting

• Detailed monthly statements

• Quarterly consolidated view of your portfolio

• Year-end accounting summary


Fee Transparency

• Set asset-based fee that aligns your portfolio’s performance with your advisor’s compensation


Expertise all around you

• Access to Canaccord Genuity’s comprehensive wealth management services

• Coordinated thinking across all aspects of your financial life

• Plans and solutions to achieve your goals in areas including financial and retirement planning, tax planning, wealth protection, wealth transfer and legacy planning*

* Provided by Canaccord Genuity Wealth & Estate Planning Services Ltd. Investment Counselling Program

 

The ICP platform offers a choice of over 30 different mandates from these leading money managers:

 

                   

                   

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