Alternative Investments Diversification to meet long-term objectives

The marketplace continually evolves and we must adapt to it. Providing our clients with access to alternatives investments allows them to diversify and meet their long-term goals, while also balancing risk and return.

Additional investment vehicles

While not for every investor, we offer a range of alternative investment options which we may consider for your portfolio, depending on your financial objectives. We will work with you to determine if these options are appropriate for you. These alternative investments include, but are not limited to:

  • Principal at Risk Notes (PAR notes)
  • Principal Protected Notes (PPN notes) or Market-Linked GICs
  • Monetization Strategies
  • Hedge Funds
  • Alternative Mutual Funds (i.e., Liquid Alternatives)
  • Private REITs
  • Mortgage Investment Entities and MICs
  • Private Debt
  • Private Equity
  • Infrastructure
  • Fund of Funds

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at GrumWM@raymondjames.ca or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.