We are Committed to our Clients

One of the rewarding aspects of my job is creating peace of mind for my clients by helping them make informed decisions about their financial future. There are many levels to the financial planning process and it is very fulfilling when my clients achieve financial success.

Over the years my clients have been kind enough to tell me why they prefer me as their advisor, as opposed to those from a chartered bank or credit union. “We have more investment options”

• As a Canaccord Investment Advisor I have the luxury of choosing from the best performing securities to suit my clients needs, and avoid pushing fund products.

“We have been working with you for 25 years”

• Advisors at banks and credit unions are often promoted through their ranks and clients get left behind in the process for the next advisor to learn on. This forces the client to reestablish a relationship with the new advisor and explain their investment objectives again. At Canaccord, however, my clients will remain with me for as long as they need advice.