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 or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.

*Structured solutions and alternative investments involve specific risks that may differ from those associated with traditional investments.  Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss. Investors may have to meet specific suitability requirements when investing in certain structured products or alternative investments. Prior to investing, you should consider all of the risks associated with these types of investments, including but not limited to liquidity constraints, tax considerations, fee structures, and regulatory and reporting requirements, etc.

*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.