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.
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.
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 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.
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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Adrienne Fung Wealth Management