Adrienne Fung Wealth Management Group/
Aligning your financial objectives to your personal values.

 

Adrienne Fung at Canaccord Genuity Wealth Management offers comprehensive wealth management solutions for the unique financial needs of her clients. By taking a holistic approach, Adrienne is able to provide long-term solutions and short-term opportunities all underpinned by a methodical strategy centered around the client.

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Four Pillar Investment Strategy

 

Investment Approach

We provide discretionary money management  
from world class portfolio managers with diverse 
styles and investment mandates


 

Mutual Funds

Mutual funds are used for emerging
markets investments, Small-Cap
America Investments, European
investments etc.


Active Trading Platform

We look for industry trends and invest in best-in-class
blue chip companies.The objective of the ATP is to drive
portfolio returns to significantly outperform the
benchmark and generate more alpha than ICP portfolio

Cash Management

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that are exclusive to Canaccord Genuity clients.

 




 

 

 

Adrienne Fung, CFA

Vice President, Portfolio Manager

 

 

 


 

 

 

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