Canaccord Genuity Wealth Management ETF Portfolios

With today's more complex and globally interconnected markets, many investors put their trust in professional portfolio management to build and protect their wealth.  Stenner Wealth Partners+ accesses for its clients the variety of strategies offered by Canaccord Genuity Wealth Management's ETF portfolios.  CGWM ETF Portfolios offfer a low-cost way for investors to benefit from a professionally managed portfolio of exchange-traded funds.

 

Conservative: 15% S&P/TSX Capped Comp, 15% MSCI EAFE, 35% FTSE TMX Canada Bond Universe Index, 10% S&P 500, 25% FTSE TMX Canada Short-Term Bond Index. Inception December 2009. Balanced: 20% S&P/TSX Capped Comp, 20% MSCI EAFE, 30% FTSE TMX Canada Bond Universe Index, 10% S&P 500, 20% FTSE TMX Canada Short-Term Bond Index. Inception December 2009. Growth: 25% S&P/TSX Capped Comp, 25% MSCI EAFE, 20% FTSE TMX Canada Bond Universe Index, 15% S&P 500, 15% FTSE TMX Canada Short-Term Bond Index. Inception December 2009. Capital Appreciation: 30% S&P/TSX Capped Comp, 30% MSCI EAFE, 10% FTSE TMX Canada Bond Universe Index, 20% S&P 500, 10% FTSE TMX Canada Short -Term Bond Index. Inception December 2009. Balanced Growth: 22% S&P/TSX Capped Comp, 20% MSCI EAFE, 30% FTSE TMX Canada Bond Universe Index, 18% S&P 500, 10% FTSE TMX Canada Short-Term Bond Index. Inception October 2012.
Return Data Source: Canadian dollar, gross composite returns provided by Canaccord Genuity Wealth Management (“CGWM”). The information herein has been obtained from sources that CGWM believes to be reliable. However, CGWM does not guarantee its accuracy or completeness and is not responsible for any errors or omissions. Reported returns and analytics are calculated on a time-weighted basis, are gross of fees but net of transactions costs, and are annualized for periods of longer than 12 months, unless otherwise stated. Past performance is not necessarily indicative of future results. Benchmark blend was created to target the same level of volatility as the portfolio and does not necessarily represent the same asset class composition of the portfolio.

 

Features:

  • More focussed investment exposures which better account for country, currency, and thematic risks than passive ETF stratrgies
  • Top-down global macro strategy and tactical asset allocation to better protect capital
  • Low-cost global diversification to address increasingly interconnected global markets
  • Experienced investment management team with strong track record
  • Exclusive to Canaccord Genuity Wealth Management

 

Benefits:

  • Consistent value-added investment returns through both weak and strong market conditions
  • Tactical global macro strategy focuses on maximizing returns while still adapting to weak markets to preserve client capital through downturns
  • Greater transparency and flexibility than investing in mutual funds
  • Direct ownership of securities eliminates hidden or embedded costs or capital gains
  • Potential for tax deduction on non-registered management fees paid

 

Contact Stenner Wealth Partners+ to learn more about integrating CGWM ETF Portfolios into your wealth strategy.

Canaccord Genuity Wealth Management (USA) Inc., member FINRA and SIPC.

Canaccord Genuity Wealth Management (USA) Inc. (“CGWM USA”) representatives and advisors may only conduct business with residents in states or jurisdictions where they are properly registered based on the services being provided. Not all investments and services mentioned on this website are available to clients of CGWM USA. This website may provide links to other Internet sites for the convenience of users. CGWM USA is not responsible for the availability or content of these external sites and does not endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites.