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Investment Counselling Program

The Complete Canaccord Investment Counselling Program (ICP) provides discretionary money management from world-class portfolio managers with diverse styles and investment mandates. With today’s more complex and globally interconnected markets, your core portfolio holdings require a high level of diversification across multiple portfolio elements, which the ICP delivers.

For decades, institutional investors have tested, refined and proven the value of an approach that engages the specialized talents of multiple portfolio managers. Through the ICP, your portfolio core is managed with the same expectations for expertise, discipline and performance that institutional investors demand. Over time, these portfolios have consistently generated value for investors as a result of their well-articulated process, expertly executed strategies and commitment to continual monitoring.


Discretionary money management

The ICP is ideal for clients who are busy and focused on activities other than market research and day-to-day investment decision-making. The portfolio managers who partner with you in this program handle all tactical decisions related to your investments, freeing you to build your career or business, steward your family and achieve your other life goals.

Tax advantages

Investing through this program may provide you with considerable tax advantages:

  • You have direct ownership of the securities in your portfolio, so you are not subject to the hidden or embedded capital gains often incurred through mutual fund ownership. Direct ownership also reduces tax inefficiencies created by the high portfolio turnover associated with some mutual funds.
  • You have the ability to minimize tax on capital gains by taking profits or losses at appropriate times for tax planning purposes.
  • If you hold the ICP in a non-registered account, you may be able to claim the all-inclusive program management fee as a tax-deductible expense.

Ask your tax advisor about the specific tax advantages that apply to you.

Institutional investment managers for individual investors

The Investment Counselling Program enables me to construct a suitable portfolio for you out of over 20 different investment mandates from leading institutional money managers. Here are just a few managers I would like to highlight:

  • Beutel Goodman & Company Ltd.
  • Canaccord Genuity Global Portfolio Solutions
  • Connor, Clark & Lunn Financial Group
  • Credit Suisse
  • ETF Portfolios
  • Guardian Capital LP
  • Jarislowski Fraser Ltd.
  • Lazard Asset Management
  • Mawer Investment Management Ltd.
  • River Road Asset Management
  • Sentry Investments



Contact Peter Katevatis for more information.