Our partnership with VIP enables us to tailor our service to fit your preferences. We want to build an enduring relationship with you, based on trust and confidence in our ability and willingness to go the extra mile.
You will have your own dedicated Canaccord Wealth team with a lead Investment Manager, who will start by getting to know you and establishing a way of working together that meets your needs.
A choice of services designed around your clients
Your own dedicated team with a lead Investment Manager
24/7 access to your clients’ portfolios via our online portal
Clear and frequent updates from each client’s Investment Manager
Expert hands for your clients’ wealth
Canaccord Wealth is a well-established, successful company, and our main objective is the same as yours: to ensure your clients feel confident, valued and satisfied.
We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. At the same time we are small enough to provide a personal relationship-led service with direct access to our people and knowledge.
When you choose Canaccord Wealth as a partner to help you manage your clients' wealth, you can be confident that our investment process is rigorous, robust and trustworthy. Our team is supported by 14 investment committees, 76 in-house researchers and analysts, and industry-leading tools including Quest®, Canaccord Wealth's proprietary equity valuation system.
A range of investment services to suit your clients
Our flexible investment framework can be adapted to meet each individual client’s objectives, tax position and attitude to risk. We offer a wide choice of risk profiles to suit all your clients and their investment options through both in-house and our third-party platforms.
Portfolio services
Choose the right investment solution for your clients with our two portfolio services. Our multi-asset managed portfolio service (MPS) serves every risk level and includes specialist portfolios. There’s also our fully tailored discretionary service – building personalised portfolios for individual clients.
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Funds
You can give your clients easy access to investment expertise with our range of funds. As specialists, we have extensive experience selecting and monitoring third-party funds and a dedicated team of equity analysts and experts in fixed income markets.
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Centralised investment propositions
Grow your business and provide your clients with a more comprehensive service - without having to manage the extra time and resources needed. Our centralised investment proposition means you can outsource your clients' investments to seasoned experts.
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Stockbroking
If your client has an active interest in financial markets and wants to buy and sell investments, our trading and dealing team can offer traditional and specialist stockbroking services, as well as FX and safe custody.
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Our resources
For proposals and application forms, please email teamvision@canaccord.com.
- Vision IFP MPS on Platform RP3 Factsheet
- Vision IFP MPS on Platform RP3 Income Factsheet
- Vision IFP MPS on Platform RP4 Factsheet
- Vision IFP MPS on Platform RP4 Income Factsheet
- Vision IFP MPS on Platform RP5 Factsheet
- Vision IFP MPS on Platform RP5 Income Factsheet
- Vision IFP MPS on Platform RP6 Factsheet
- Vision IFP MPS on Platform RP7 Factsheet
Our general service documents
Can't find what you're looking for? Visit our extensive resources hub for all services.
Your dedicated team
Your dedicated Canaccord Wealth contacts are on hand to answer any questions you may have.
