Axcess Capital Advisors Inc. (ACAI) is in the business of helping its clients diversify their investment portfolios by recommending exempt securities.
As an EMD, recommending and selling exempt securities that have been approved by the firm are the extent of the investments that the firm can advise on under its EMD registration.
As exempt securities are only one part of a diversified investment portfolio, ACAI has partnered with portfolio managers in Canada to provide you with access to the other investment components investors need to build a comprehensive and well diversified portfolio.
ACAI has referral* arrangements with the following Portfolio Managers:
*Referral Arrangement disclosure is part of the firm’s regulatory obligations. Please see our Relationship Disclosure Information (RDI) document for details on how the firm is compensated when referring its clients to the Portfolio Managers it has referral arrangements with.
Newport Private Wealth
Newport Private Wealth is one of Canada’s largest independent wealth management firms serving individuals and families from coast to coast. Newport’s services are best suited for families with more than $1 million of investable assets.
Bellwether
Bellwether Investment Management Inc. is a hand-picked team of portfolio managers and family wealth advisors from across Canada, brought together to achieve a single goal: yours. If you’re ready to spread your wings, let’s fly. Together.
Croft Financial
The Croft Financial Group is a Discretionary Portfolio Management and Investment Fund Management company serving investors and investment professionals through direct and referral-based relationships.