What is the Investment Counseling Program 

The Investment Counseling Program (ICP) provides our clients with direct access to many globally renowned portfolio managers. It is a discretionary account which combines exceptional investment management with direct ownership of individual securities and features multi-manager, multi-style, multi-region diversification, the same way many pension funds and endowments invest.
The Complete Canaccord Investment Counseling Program (ICP) unites the Investment Advisor, the client and the Investment Manager in a common pursuit: the preservation and prudent growth of capital.
Key Features
  • Access to more than 10 money managers and over 30 different mandates covering a wide array of asset classes and investment styles
  • Each manager offers one or more investment mandates based on their specific areas of expertise
  • Ability to build customizable client portfolios based on their unique needs and objectives
Client Benefits
  • Access to a wide selection of investment mandates covering a spectrum of asset classes, investment styles and strategies
  • Direct ownership of securities that allow for tax efficient solutions
  • Freedom from day to day investment decisions as the mandates are discretionary
  • Predictable and transparent monthly management fee
  • Consolidated Quarterly Performance Reporting and Year End Fee Summary
  • Management fees may be tax deductible for non-registered accounts
 
The ICP investment branches we utilize include
  • Diversified ETF Portfolios
  • Global SMA Portfolios
  • Focused Canadian and US Equity Portfolios

Canaccord Genuity Investment Counseling Program