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Why Consider Private Wealth Strategies?

 

The Private Wealth Strategies that I have available generally fall into two categories:

 – Private Portfolio Management companies that have varying levels of risk and can manage the bulk of your portfolio.

 – Exempt Market offerings that are higher risk but offer the potential for higher reward and can potentially make up a smaller portion of your portfolio.

Private Wealth Strategies are not mainstream, and it can be a little more difficult to find an experienced professional that works in the Private Investment markets to explain everything to you.

So why go through the effort you wonder to yourself?  What do Private Wealth Strategies have to offer that can make it worthwhile?  Why do investors go the extra mile to find and invest in these kinds of products?

 

To try and make more money of course! 

 

It’s almost every investor’s goal and it can mean more than just finding an investment with projected, overall higher returns.  With all of the volatility in the public stock markets today, Investors are also looking for diversification in their portfolios which they hope will also lead to some consistency in their returns.

Private Wealth Strategies can potentially help investors achieve these goals in a few key ways:

– With Private Portfolio Management you have experienced private companies that can use alternatives in their portfolios to achieve downside protection. This can lead to solid and more consistent returns for clients over time.

– In the Exempt Market, you have higher risk for potentially much higher than average returns. There are many factors to consider here before ever making an investment but overall, this is a well-regulated space with quality issuers which can make it a good choice for a smaller portion of your portfolio.

 

To Sum Up:

Apart from a few guaranteed investing products that generally pay very low interest, investing comes with risks and there are no guarantees.

Overall, I would say that investors want to earn good returns on their investments so they can live well today and also fund (or maintain) a great retirement.

It’s always easiest to stay in mainstream, traditional investments to try and achieve your financial goals but it has been my experience that mainstream investments often equal mainstream results.

 

By searching a little further you have found the Private Investment markets and you’ve also found an experienced professional that can help you navigate them.

Please contact me anytime and I look forward to talking more about your financial goals.  I’ll explain private investing to you in an easy to follow format and then we’ll look at the Private Wealth Strategies that I offer and see if they can add some great benefits to your portfolio.

 

Thanks for reading!

 

P.S. If you’ve just landed on one of my posts for the first time and you want to start at the beginning…visit “Private Wealth Strategies – The Great Investing Alternative.”

 

Shannon Pineau
Exempt Market Dealing Representative

E: shannon@whitehaven.ca
C: 403-872-4010 TF: 1-855-872-4010

shannonpineau.com

 

This blog post is intended for information purposes only and does not constitute an offer to sell or a solicitation to buy securities. No securities regulatory authority or regulator has assessed the merits of the information herein or reviewed the information contained herein. This blog post is not intended to assist you in making any investment decision regarding the purchase of securities. Rather, the Trust has prepared an offering memorandum for delivery to prospective investors that describes certain terms, conditions and risks of the investment and certain rights that you may have. You should review the offering memorandum with your professional adviser(s) before making any investment decision. This blog post and the accompanying offering memorandum are intended for delivery only to, and participation in the investment is restricted to, investors to whom certain prospectus exemptions apply, as described in the offering memorandum.

Are Private Wealth Strategies Too Risky & Can You Lose All of Your Money?

These are the two biggest questions on every investors mind (especially if you don’t have a lot of investing experience).

The Private Investment Markets are very similar to the Public Markets in this regard because there are varying levels of risk in both. 

You may access the Private Markets via Private Portfolio Management companies which offer portfolios to suit any type of investor, from conservative (lower risk) to growth (higher risk).

In the Private Markets you also have access to the Exempt Market which is a much higher risk space.  It has the potential to deliver outsized returns but it’s important to assess your investor profile, i.e. your age, time horizon to retirement, risk tolerance and financial objectives before you ever invest there.

TO SUM UP

Investing does come with risks but with Private Wealth Strategies there are options to suit almost any type of investor – from low to high risk.

If you would like to learn more about Private Wealth Strategies and how they can benefit your portfolio, please contact me anytime.

 

P.S. If you’ve just landed on one of my posts for the first time and you want to start at the beginning…visit “Private Wealth Strategies – The Great Investing Alternative.”

Shannon Pineau
Exempt Market Dealing Representative

E: shannon@whitehaven.ca
C: 403-872-4010 TF: 1-855-872-4010

shannonpineau.com

 

This blog post is intended for information purposes only and does not constitute an offer to sell or a solicitation to buy securities. No securities regulatory authority or regulator has assessed the merits of the information herein or reviewed the information contained herein. This blog post is not intended to assist you in making any investment decision regarding the purchase of securities. Rather, the Trust has prepared an offering memorandum for delivery to prospective investors that describes certain terms, conditions and risks of the investment and certain rights that you may have. You should review the offering memorandum with your professional adviser(s) before making any investment decision. This blog post and the accompanying offering memorandum are intended for delivery only to, and participation in the investment is restricted to, investors to whom certain prospectus exemptions apply, as described in the offering memorandum.

 

Private Portfolio Management

Building the Foundation of Your Portfolio

 

Portfolio Management – An Overview

As your wealth continues to grow over time, more sophisticated investment options become available to you and you begin to have access to the same portfolio options as high net worth and institutional investors.

These higher net worth and institutional investors have access to professional Portfolio Managers who make investment decisions based on a client’s goals and objectives.

Discretionary Portfolio Management is offered at all the major banks and financial institutions and generally becomes available to investors when they have a minimum investment portfolio amount of $200,000.

 

PRIVATE Portfolio Management

Private Portfolio Management companies, on the other hand, are found outside of the major banks.  These are large private firms that manage the assets of some of Canada’s wealthiest families.

There are many benefits to Private Portfolio Management and the following will explain why I feel this is an excellent place for my clients to build the “foundation” of their portfolio – as an alternative to traditional investment types.

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Private Portfolio Management – The Benefits:

 

Potentially Higher Returns

Private Portfolio Managers have access to unique, alternative investment strategies which can give them an edge in the marketplace.

This in turn allows them to achieve greater downside protection for their clients…

Downside Protection

With typical investments that follow the markets, a profound loss can be hard for investors (particularly retirees) to recover from.

It’s important to hire a Portfolio Manager that historically has proven to shelter client portfolios in challenging markets.

Downside protection can lead to more consistent returns over time.

More Consistent Returns

The public stock markets can experience a lot of volatility.

Private Portfolio Managers have shown their ability to offer a more consistent return for their clients which is important as you grow your portfolio and also as you draw on funds through retirement.

Excellent Companies Available

There are strong companies available with long track records of results for their clients.

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To Sum Up

I hope this has been a helpful summary to explain some of the benefits of Private Portfolio Management.  This can be an excellent, alternative option for the “foundation” portion of your investment portfolio.

I am very happy to have this strategy to offer to my clients.  If you want to talk more specifically about the Private Portfolio Managers that I offer through referral, and their performance to date – contact me.

Thanks for reading!

 

P.S. If you want to learn more about Private Wealth Strategies in general, I invite you to read my post “Private Wealth Strategies – The Great Investing Alternative“.

 

Shannon Pineau
Exempt Market Dealing Representative

E: shannon@whitehaven.ca
C: 403-872-4010 TF: 1-855-872-4010

shannonpineau.com

This blog post is intended for information purposes only and does not constitute an offer to sell or a solicitation to buy securities. No securities regulatory authority or regulator has assessed the merits of the information herein or reviewed the information contained herein. This blog post is not intended to assist you in making any investment decision regarding the purchase of securities. Rather, the Trust has prepared an offering memorandum for delivery to prospective investors that describes certain terms, conditions and risks of the investment and certain rights that you may have. You should review the offering memorandum with your professional adviser(s) before making any investment decision. This blog post and the accompanying offering memorandum are intended for delivery only to, and participation in the investment is restricted to, investors to whom certain prospectus exemptions apply, as described in the offering memorandum.

PRIVATE WEALTH STRATEGIES – The Great Investing Alternative

At some point in their investing career, many investors will go looking for different options.  They want some alternatives to the “usual fare” of mutual funds and GIC’s and, in particular, they are looking for:

– Higher, more consistent returns

– Investments that don’t necessarily correlate with the public stock markets

Essentially, when you are in mainstream investments you tend to get mainstream results.

When everyone is invested in the same thing, the returns can be quite similar, and there is very little room for industry professionals to step outside of the box in order to achieve a better result.  I am speaking very generally here but I think you will understand the premise.

More importantly, when you are in the public markets, it can be very difficult to maintain any consistency with your investments.

There can be a lot of market volatility, particularly with all of the unrest – both politically and economically – in the world today.  This lack of consistency makes it difficult to grow your portfolio over time and it also makes it very difficult for seniors who are drawing on their investments to maintain their income levels.

One of the most common concerns that I hear from clients is that they wonder if the market will crash and, if it does, how long the downturn will last.

Private Wealth Strategies can be a great alternative for your investment portfolio.

I am very happy that you found my website in your search for new investment options.  I have a lot of information that I can give to you but I definitely don’t want to overwhelm you!

The Private Investment Markets are new to most investors so you can look through my blog for any information you like.  In order to keep things simple through this introduction though, I’ve put links at the bottom of each post if you want to go in order:)

Let’s start with the basics…”Public vs. Private Investment Markets – What’s The Difference?

 

I really appreciate you reading my post!  If you would like to talk further, with no obligation, please contact me today.

 

Shannon Pineau
Exempt Market Dealing Representative

E: shannon@whitehaven.ca
C: 403-872-4010 TF: 1-855-872-4010

shannonpineau.com

 

This blog post is intended for information purposes only and does not constitute an offer to sell or a solicitation to buy securities. No securities regulatory authority or regulator has assessed the merits of the information herein or reviewed the information contained herein. This blog post is not intended to assist you in making any investment decision regarding the purchase of securities. Rather, the Trust has prepared an offering memorandum for delivery to prospective investors that describes certain terms, conditions and risks of the investment and certain rights that you may have. You should review the offering memorandum with your professional adviser(s) before making any investment decision. This blog post and the accompanying offering memorandum are intended for delivery only to, and participation in the investment is restricted to, investors to whom certain prospectus exemptions apply, as described in the offering memorandum.