Canaccord Wealth Management is adding exchange traded fund portfolios to its product suite, the firm said Monday.
Canaccord Complete ETF portfolios are overseen and administered by Canaccord’s due diligence partner, Rogerscasey Canada, a respected and experienced team of investment counselling professionals.
Rogerscasey Canada also provides third-party oversight to the wide range of Canadian and global professionally managed portfolios offered through the Complete Canaccord Investment Counselling Program.
“Complete Canaccord is a tailored approach to wealth management,” says Tanya Bird, senior vice president of products and services.
“Our Complete Canaccord ETF Portfolios have been specifically designed to meet a range of client objectives, from capital appreciation to capital preservation, while focusing on risk management and stock selection in a tax efficient product.”
IE