All of Milne Advisory Group’s clients enjoy access to a comprehensive range of investment services:
The Complete Canaccord Investment Counselling Program (ICP) provides discretionary money management from world-class portfolio managers with diverse styles and investment mandates. Through the ICP, your portfolio core is managed with the same expectations for expertise, discipline and performance that institutional investors demand.
Investing through this program may provide you with considerable tax advantages:
Ask your tax advisor about the specific tax advantages that apply to you.
Michael has more than 19 years of experience in the financial services industry and is a two-time recipient of the Brendan Wood International TopGun Investment Mind Award (2009 and 2010), awarded to those with the best grasp of the industries in which they invest and the most influence in the Canadian market.
*Returns are net of fees. Past performance is not necessarily indicative of future results.
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.
Milne Advisory Group