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.
Wealthsimple
Wealthsimple Inc. is a Canadian online investment management service that offers low-fee access financial products and tools to help investors grow and manage their money.
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.
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.
Pangaea Asset Management
Pangaea Asset Management Inc. is a privately-owned, independent, Canadian investment firm. Pangaea was founded in 2006 by Linda Palin to develop specialized investment products and services for individual and institutional clients. The firm has grown over time and is composed of a highly-skilled team of investment professionals based in Toronto.