Your Cash Management Team
As Canada’s leading cash management group, our principal objectives are the preservation of capital, followed by liquidity, maximizing yields and providing diversification. Our intent is to increase your investment portfolio’s rate of return without compromising the above objectives.
With a team of over 30 associates, the level of service offered by our team is unprecedented in the financial services industry. In working with our group, we become an extension of your treasury team in the day-to-day administrative and investment-related tasks. As such, we work alongside your team to provide comprehensive investment advice and ongoing guidance.
Service. Advice. Performance. Expect it. ™
The Cash Management Group was established in 1999 and joined Canaccord Genuity Corp. in 2018. Our team has been providing investment management services to publicly-funded entities and public corporations for over 19 years. Our focus is on building and maintaining a high level of client satisfaction and investment return. Within our team of over thirty associates, we continuously identify opportunities with the vision to build, preserve and enhance the wealth of our clients. As part of Canaccord Genuity, we operate as a fully independent firm as we do not offer our own proprietary investment products thus providing the best advice to our clients. Our group’s dedication to service, advice and performance ensures that our clients have a simplified and positive experience.