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About The Wealth Management Group - Canaccord Wealth Management |
Our Commitment to You...
We strive to develop long-term relationships with our clients as your most trusted investment advisors. Our mission is to understand your goals, empathize with your challenges, and provide solutions to help you achieve your goals. We view this relationship as a partnership. We utilize our team?s diverse skills, knowledge and experience to help you simplify your lives, develop peace of mind and gain a sense of control and security.
Feel free to Contact Us ? we are ready to get started when you are! |
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Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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Our consultations are free and a basis for clients to review their current portfolio and develop effective options and strategies. Not only are we honest but we build ethical practices into all of our processes and only suggest products and ideas which make realistic sense. |
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What are your qualifications? What is your education background? |
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We strive to develop long-term relationships with our clients as your trusted fiduciary. Our mission is to understand your goals, empathize with your challenges, and provide solutions to help you achieve your goals. We utilize our team?s diverse skills, knowledge and experience to help you simplify your lives, develop peace of mind and gain a sense of control and security. |
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How are you compensated? How will I pay for your services? |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Our Team:
David M. Townshend - Senior Investment Advisor
Rahim M. Somani - Investment Advisor
Brendan Ganley - Insurance & Estate Planning Specialist
In addition we have experienced support staff dealing strictly in financial planning and insurance matters. Overall, we are a professional team with over 35 years industry experience. |
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How many clients do you currently manage? |
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Compensated on market transactions or fees from individual mutual funds.
*We are presently moving the wealth management portion of our business to a transparent fee-based Portfolio Managed Accounts (PMA) platform.
We do not charge a fee for developing your financial plan or for any professional consultations with our team. |
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Will you be the only person working with me? |
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Yes - each and every time we will discuss and confirm any changes in strategy or investments. |
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Do you offer any guaranteed results? |
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The only guarantee we can make is that we will operate as a fiduciary and place your interests ahead of our own. |
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How much risk should I be willing to take? |
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No more than you feel comfortable taking and no more than is ncessary to reach your financial goals. |
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Have you ever been charged with any breaches? |
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Our licenses are registered and in good standing with IIROC.
IIROC is the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada.
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What services do you offer? |
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Unbiased and ethical - we work for an independent firm to be true fiduciary advisors. We strive to work for clients first and as team of strong faith and moral based individuals, we look to be judged on our service model and assisting clients reach their goals in a realistic manner. |
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Why should I choose you as my financial advisor? |
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We are licensed to provide advice on equities and fixed income products. Also, we are licensed as Certified Financial Planners and hold insurance licenses. We also provide guidance in tax and estate planning.
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How do you charge for your services? |
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Advisory & Professional Investment Management Services ? Family, Education, Insurance & Annuities, Estate for Individuals and Businesses
? Common Stocks (Canadian, American & International)
? Fee-based Accounts
? Fixed Income Products
? Guaranteed Investment Certificates (GICs)
? Options
? Plans (RESPs) (RRIFs) (RRSPs)
? Treasury Bills/Banker's Acceptances
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What financial institution(s) do you represent? |
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As we work for an independent firm, we actually represent all Canadian Financial Institutions. We only choose those products that make sense. Too often many advisers work for an individual firm and their investment recommendations are biased to the firm they work for. |
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Will you come to my location? |
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We will meet with clients at our offices or another location that is suitable. |
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