Some private equity and alternative investments may be held inside registered accounts such as RRSPs and TFSAs, depending on the specific product and account. Cynthia Aasen, a Vancouver-based Registered Dealing Representative, helps eligible investors explore which opportunities may qualify.
Many people don’t realize certain exempt-market and private investments can be registered-account eligible. Eligibility depends on the product, so it’s worth getting right. Cynthia helps investors understand which opportunities may fit and how they work in an overall plan.
Why investors work with her:
- Registered-account options — private investments that may suit RRSPs or TFSAs (eligibility varies — always confirm)
- Institutional-grade, exclusive access — private equity and alternatives through Parvis Invest
- Truly passive — a turn-key structure so investors stay hands-off
- Proven track record — over $500 million of transactions across Canada and the U.S.
- Income potential — some opportunities target monthly or quarterly distributions (not guaranteed)
- Education first — plain-language help, including the risks and eligibility rules
She serves investors across British Columbia, Alberta and Ontario.
Registered-account eligibility varies by product, and exempt-market investments involve risk and suit eligible investors. A short conversation is the best way to check what fits. Reach Cynthia Aasen at cynthiaaasen.com.
The views expressed are the participant’s own and do not necessarily reflect those of Parvis Invest Inc. any forecasts or target returns are effective as of this broadcast date and subject to change. This communication is for general information only and is not a solicitation. Cynthia Aasen is Dealing Representative with Parvis Invest Inc. (a licensed exempt market dealer in all Canadian provinces), — more at cynthiaaasen.com.
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