Kosnik MacInnes Wealth Management Group’s Executive Platform offers a full suite of advisory services including; discretionary portfolio management solutions, estate planning and wealth transfer advisory, executive stock option exercise, trade execution, and both public as well as private capital markets opportunities.
Globally Renowned Discretionary Portfolio Management
Canaccord Genuity Wealth Management’s Investment Counselling Program (ICP) provides discretionary investment management from some of the most respected portfolio managers in the world. Each portfolio manager undergoes our rigorous due dilligence process, including third party independent oversight, in order to be invited onto and maintain a position in the program.
Clients investing through the ICP enjoy the considerable tax advantages associated with direct ownership of the securities in your portfolio. Investors are not subject to the hidden or embedded capital gains often incurred through mutual fund ownership. Direct ownership also reduces tax inefficiencies created by high portfolio turnover associated with some mutual funds.
For even the most complex of needs and services, the global resources of Canaccord Genuity combined with the execution capabilities of Kosnik MacInnes Wealth Management Group, uniquely positions the team to meet and exceed the expectations and requirements of both private and public executives.