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Products and Services

Financial Management Planning and Advisory Services

Investments

  • Stocks
  • Exchange Traded Funds
  • Income Trusts
  • Preferred Shares
  • New Issues
  • Private Placements
  • Flow-through Investments –  Tax Shelters
  • Bonds, Debentures, GICs
  • Mutual Funds
  • Indexes
  • Fixed Income

Wealth Management Strategies

  • Retirement Compensation Arrangements
  • Individual Pension Plans (IPP)
  • Maximizing Portfolio Potential
  • Estate Bonds*
  • Using Trusts to Protect Your Assets

* Offered through Canaccord Estate Planning Services Ltd.

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