Drawing upon the experience of Concords' partners, Segal Rogerscasey Canada, we also offer six Complete Canaccord ETF Portfolios through the ICP program, constructed to provide consistent, value-added investment returns through various economic and market conditions.
CC Capital Appreciation Portfolio – designed to achieve an aggressive rate-of-return over the long-term by investing in a 80% equity and 20% fixed income portfolio.
CC Growth Portfolio – designed to achieve long-term capital from predominately equity-based investments by investing in a 65% equity and 35% fixed income portfolio
CC U.S Growth Portfolio - designed to achieve long-term capital from U.S equity-based investments by investing ina 65% equity and 35% fixed income portfolio
CC Balanced Growth Portfolio – focuses on higher yielding areas of the market to provide a consistently higher internal yield than the other portfolios. By targeting 60% equity and 40% fixed income, the portfolio aims to reduce volatility while focusing on total return.
CC Balanced Portfolio – achieves a balance between long-term growth, long-term capital preservation and income by investing in a 50% fixed income and 50% equity portfolio.
CC Conservative Portfolio – is the most cautious portfolio. Focusing on capital preservation, it is designed to achieve its total returns from investing in a 60% fixed income and 40% equity portfolio.
Private Investment Management
Investment Counselling Program
Borisoff Wealth Management Team