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David Sane, B.A.
Investment Associate
At Canaccord Wealth Management, we are committed to our values. They drive our everyday choices and ensure that our priority is you – our client. Our values keep us focused on delivering Complete Canaccord, a comprehensive range of products and solutions that can help you make the most of your investments – and your valuable time. We are working constantly to enhance the expertise, resources and freedom we employ to develop the strategies that can help you achieve your financial goals.
Canaccord Wealth Management is a leading Canadian independent investment dealer, with a proud heritage of putting our clients first. Over the past six decades, we have grown in response to our clients’ needs – for superior products and solutions, for global insights and access, for high-quality investment ideas. We believe this focus on clients has ensured our success, through certain and through challenging times.
Sane Investing
Sane Investing is the rational investment choice because we utilize Exchange Traded Funds and individual equities to build investment portfolios which have both lower fees and outperform most managed funds (S&P). We also use trending to avoid serious capital losses and maximize gains.
Your Investment Home
A good investment philosophy is analogous to building a house: you start with a solid foundation and then construct additional floors. However, you have to be careful not to build the upper floors too high just because you enjoy the view as it increases the risk the house will collapse.
Exchange Traded Funds
Sane Investing can help you save on management fees and improve your portfolio’s returns by utilizing Exchange Traded Index Funds. These offer lower annual management fees and outperformed most managed Mutual Funds over a five year period (S&P SPIVA Survey, Q4 2008).
Trending
Sane Investing use Trend Analysis to protect your investment home from financial hurricanes by identifying major equity market corrections. Trending also enables us to renovate your investment home by identifying equity and bond investment entry opportunities and market inflections.



