CGWM Fee-Based Account

CGWM Fee-Based Account is designed for those clients who value a disciplined and traditional full‐service approach but wish to pay a recurring fee that is tied to account value, not account activity. With the CGWM Fee-Based Account you pay a monthly fee that is based on the value of your assets, rather than worrying about every transaction cost.

Features

  • A customized investment strategy that reflects your risk tolerance, financial needs and goals, and overall assets the full range of investments, including equities, fixed‑income securities, mutual funds, and hedge funds
  • Investment Advisors compensation is tied to the client’s overall portfolio performance
  • Access to award-winning research and timely investment opportunities uncovered by the Canaccord Genuity Global Research Team through your Client Login at cgf.com/ca

Benefits

  • Available for all account types: RRSP, TFSA, RRIF, LIF, and non-registered accounts
  • Access to online monthly statements to monitor your portfolio from anywhere
  • Full client control over investment decisions
  • Ongoing personalized service and investment advice from your advisor

To learn more, click here.