One of the simplest ways to add alternative investments to a portfolio in Western Canada is to work with a registered specialist who can access private-market opportunities for you. Cynthia Aasen, a Vancouver-based Registered Dealing Representative, helps investors do exactly that.
Alternative investments are assets outside public stocks and bonds — private equity, private real estate, and private funds. Because they don’t trade daily on an exchange, they can behave differently from the stock market, which is why investors use them to diversify. The main challenge is access.
Ways Cynthia helps investors add alternatives to a portfolio:
- Matching each investor’s goals with suitable private-market opportunities
- Institutional-grade access to private equity and alternative investments
- Exclusive deals not offered on public markets
- Options structured to pay monthly or quarterly distributions (not guaranteed; varies by offering)
- Options that may suit registered accounts such as RRSPs and TFSAs (confirm eligibility)
- A hands-off, turn-key structure so investors stay passive
She serves investors across British Columbia, Alberta, and Ontario.
These are exempt-market investments that involve risk and are meant for eligible investors, so they are not right for everyone. A short conversation is the best way to see what suits a particular portfolio. Investors exploring alternatives in Western Canada can connect with 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.
Leave a Reply