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.
Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.
