Axcess Capital Advisors 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, we have partnered with some of the top portfolio managers in Canada to provide you with access to the other investment components needed to build a comprehensive and well diversified portfolio.
Axcess Capital Advisors 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.