Our correspondent services provide more than just functional technology. Our clients also have access to a wide range of value-added services provided by Canaccord’s retail division.

Managed Accounts
Participation in a Managed Account Program for investors who wish to have their investments professionally managed in a discretionary manner. Clients have the opportunity to participate in one or more of five portfolios that provide maximum flexibility for your investment strategy:
• Canadian Equity
• Canadian Balanced
• Canadian Income Growth
• U.S. Equity
• International Asset Allocation Portfolio

Fee-based Accounts
Our system has a flexible calculation of fees based on the value of your client’s accounts and an automated fee billing process at the end of the month.

Quote Provider
Full integration of real-time quote services.