FAQ
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Please reach out to the office if your address has changed. Phone us toll-free at 1-877-643-0200 or email sdkamensek@cgf.com or smnelson@cgf.com with your new address and they will be able to facilitate the change.
As a Canaccord client, you can access your account holdings, transaction history, statements, and trade confirmations through our online portal – https://clientaccess.canaccord.com/Account/Login?ReturnUrl=%2FOverview
Private Client Access Please complete the following steps to sign up for Private Client Access:
Step 1: Fill out an Application Form (pdf)
Step 2: Send the completed form to sdkamensek@cgf.com or smnelson@cgf.com
Step 3. Canaccord will email your login information to you.
eDocuments To subscribe to eDocuments you must already have signed up for a Private Client Access User ID and Password. After logging in, please click on the eDocuments link on the left menu to access this service. If you have received access to your account but are having difficulty accessing the site, please call the office toll-free at 1-877-643-0200 and we will be able to help.
Non-Registered Investment Accounts (Cash, Margin)
Registered Investment Accounts:
Absolutely! Please contact us toll-free at 1-877-643-0200 to see if an RRSP loan is right for you.
RRSP loans can help put your retirement savings back on track while boosting your long-term growth potential. An RRSP loan can help you realize tax savings, increase the eventual size of your RRSP, and help you stick to your savings plan.
We offer a Catch-up RRSP loan so you can maximize your RRSP contribution and get caught up on missed contributions from previous years.
A Tax-Free Savings Account (TFSA) is an account in which contributions are made with after-tax dollars and withdrawals are tax-free. This means that investments can grow in the account and be withdrawn at any time without being taxed.
Please contact us today to learn more about our solutions and services.