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Adrienne Fung Wealth Management Group.
Aligning your financial objectives to your personal values.

 

Adrienne Fung at Canaccord Genuity Wealth Management offers comprehensive wealth management solutions for the unique financial needs of her clients. By taking a holistic approach, Adrienne is able to provide long-term solutions and short-term opportunities all underpinned by a methodical strategy centered around the client.

 

 

Four Pillar Investment Strategy

 

Investment Counseling Program (ICP)

This serves as the core pillar of the Investment Strategy. We provide discretionary money management from world class portfolio managers with diverse styles and investment mandates.

 

Active Trading Platform (ATP)

This serves as the second pillar and acts as a complementing or satellite position to the Investment Counseling Program. The objective of this pillar is to drive portfolio returns that significantly outperform the benchmark, generating more alpha than the ICP portfolio.

 

Mutual Funds

Mutual funds are the third pillar used to “fill in the gaps”. Mutual Funds are used for clients looking for alternative investments, emerging markets, and hedge fund exposure.

Cash Management

We have one of Canada's leading Cash Management groups that help our clients preserve capital, maximize yield without compromising liquidity.

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AdrienneĀ Fung, CFA

Vice President, Portfolio Manager

 

 

 


 

 

 

Access the Value of a Second Opinion

Schedule a complimentary financial consultation with our team.