Alternative Investing in Uncertain Times

While Canadian CPA’s and Investors are familiar with Traditional Investments such as cash equivalents, GICs, bonds, equities, real estate, far fewer are familiar with private debt and private debt options - broadly called “Investment Alternatives”. Why? In Canada (versus other developed countries) the investment business is largely controlled by our banks and life insurance companies who provide Investment Alternatives to their “Institutional” but rarely “Retail Investors”.

What you will learn at this webinar:

• Examples of Investment Alternatives
• Who is using Investment Alternatives and Why
• How Investment Alternatives can be utilized by Retail Investors
• The role Investment Alternatives in uncertain times
• Unique Investment Alternatives CPAs should understand

Speakers:

• Haley Thomas, CFP, CIM, Associate Portfolio Manager at Portfolio Stewards Inc. and Wealth Advisor at Wealth Stewards Inc.
• Paul Tyers, FCPA, FCA, CFP, CIM, lead Portfolio Manager at Portfolio Stewards Inc.