All of Milne Advisory Group’s clients enjoy access to a comprehensive range of investment services:

  • Discretionary money management from industry-leading portfolio managers
  • Informed mining and resource sector investment ideas
  • A wide range of investments, including options, flow-throughs, mutual funds, private placements and IPOs
  • Access to the industry-leading insights of the Canaccord Genuity Research team

Complete Canaccord Investment Counselling Program (ICP)

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.

Tax advantages

Investing through this program may provide you with considerable tax advantages:

  • You have direct ownership of the securities in your portfolio, so you are not subject to the hidden or embedded capital gains.
  • You have the ability to minimize tax on capital gains by taking profits or losses at appropriate times for tax planning purposes.
  • If you hold the ICP in a non-registered account, you may be able to claim the all-inclusive program management fee as a tax-deductible expense.

Ask your tax advisor about the specific tax advantages that apply to you.

Michael Simpson, Senior Vice President and Senior Portfolio Manager
Sentry Investments

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.

 
 

Portfolio

  Annualized Returns as of June 30th, 2018***
1 Year 3 Year 5 Year 10 Year Since Inception
Sentry Canadian Income 7.00% 8.13% 11.81% 11.53% 14.28% (2002)
Connor, Clark & Lunn Core Income & Growth 6.88% 9.02% 10.81% 9.84% 10.65% (2002)

*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.