Canaccord say their goal is to meet an IFA's clients’ personal investment needs, and achieve the best possible returns for each client’s chosen level of risk.
They use a global asset allocation framework, an analytical investment process, in-depth research, continuous monitoring and the input of a number of investment committees.
They offer a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, alternatives, bonds and cash.
They have their own in-house portfolio risk management calculator, build portfolios from their own approved lists and actively (read expensively!) manage and monitor investments, aiming to maximise returns and minimise losses.