Fee-based Accounts
A sophisticated approach.
More and more clients now prefer to pay an annual fee for investment advice, instead of commissions. By compensating their advisor for account growth - not account activity - both client and advisor work more closely toward a common goal.
Explore the following possibilities:
Managed Investment Programs
Azure Accounts
Managed Investment Programs
Canaccord Capital provides clients with two managed investment programs, each uniquely designed for the investor who wants a hands-off approach to their investment strategy. If you lack the time to administer your investments personally, or would prefer to leave the decisions to professional money managers, consider one of the following managed investment programs.
1. Canaccord's Alliance Program
The Alliance Program is Canaccord's top-tier wealth management service. Alliance is a separately managed account, combing exceptional investment management with personal ownership of individual securities. Alliance features multi-manager, multi-style, multi-regional diversification - comparable to the way pensions and endowments invest. In addition to the five Independence mandates - and an energy portfolio proprietary to Canaccord - Alliance gives you the choice of twenty-six different portfolios from leading money managers.
The Canaccord Alliance Program unites the Investment Advisor, the client, and the investment manager in a common pursuit: the preservation and prudent growth of capital. The Alliance Program is investing in the spirit of partnership.
2. Complete Canaccord Fee-Based Accounts
Portfolios are not pooled equities or mutual funds but individual ownership of high quality blue chip stocks and bonds using sophisticated strategies to capitalize on changing market conditions. This frees clients from day-to-day responsibilities of managing their assets.
Complete Canaccord Fee-Based Accounts offer heightened personal service; clients receive Quarterly Updates and Trading Notes on market conditions and portfolio adjustments.
Performance, results and personal service for one all-inclusive, competitive fee. No hidden costs, no deferred sales charges and no front-end load costs. Fees on non-registered accounts are also tax deductible.
Want to outperform the rest? To optimize your asset allocation, you can choose from three core Independence Accounts:
Canadian Equity
Canadian Balanced
Canadian Income Growth
To discuss the Independence Accounts, contact your Dekker Hewett Group advisor.
Azure Accounts
Enjoy full service, no commissions and independent advice with the exclusive Azure Account.
Designed for growth-oriented, moderately active investors, this account gives you complete control over investment decisions. You pay one simple fee based on either your account's market value or the number of trades completed.
The freedom of up to 150 free trades per year means you can change your portfolio to suit your investment strategy without incurring extra costs. Buying and selling bonds, stocks and mutual funds entirely commission-free enables you and your investment advisor to focus on your long-term investment plan. The Dekker Hewett Group's compensation is directly related to the growth of your investments, not your investment activity. Our relationship is based on achieving results. We succeed only when you succeed.
Unlike managed accounts that delegate the investment process to a third party, Azure clients stay involved in the decision-making process and have direct control over how their portfolio is invested. At the same time, you will have full access to our research and will receive objective, independent recommendations from your advisor who has a full understanding of your needs and objectives. In keeping with our philosophy, we have created an account that echoes the true spirit of partnership between you and the Dekker Hewett Group at Canaccord.
To learn more about the Azure Account, contact your Dekker Hewett Group advisor.