Skip to content
twitterfacebooklinkedinenvelope
  • T: 727.567.1000
  • F: 866.597.3988
Feel free to reach out.
  • Home
  • About Us
    • About Us
    • David Larocque
    • Sandra Liu
    • Daphne Monaldo
    • Curtis Miller
    • Our Partners
    • Why Work With a CFP®
    • About Raymond James
    • Community Involvement
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Cross Border Clients
    • Endowments & Foundations
    • Families & Individuals
    • Healthcare Professionals
    • Retirees
    • Sudden Wealth
    • Women Investors
    • Young Investors
  • Services
    • Services
    • Our Process
    • Business Planning
    • Cross Border Services
    • Education Planning
    • Estate Planning & Strategic Charitable Giving
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Structured Solutions and Alternative Investments
    • Sustainable Investing
    • Transferring Your Account
    • Investment Protection
  • My Blog
  • Resources
  • Contact Us
  • Client Access
  • Raymond James Ltd
    40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2 T: 416.777.7000 F: 416.777.7020
    Map and Directions Map and Directions

Sample Advisor Site

Complementing Your Portfolio With Structured Solutions & Alternative Investments

Complementing your portfolio with structured solutions & alternative investments

Having access to structured solutions and alternative investments means having tools to adapt to the ever-evolving investing environment. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return. For those who appreciate the potential that structured solutions or alternative investments can provide in a comprehensive portfolio, we offer diversification through a variety of investment products.  These types of investments aren’t for everyone and we’ll carefully consider the options that complement your existing financial objectives before thoughtfully moving forward.

The investment vehicles we offer 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

Through careful selection, as well as ongoing monitoring, we can assist you in determining the right combination of these investments to complement your portfolio.

*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.

Managing cash, the essential fuel of your business

Managing cash, the essential fuel of your business

Learn more about how to strike the right balance with your business’s cash management.

Business Ownership
Mentoring: The 15-Minute Game Changer

Mentoring: The 15-Minute Game Changer

Despite the small investment of time, mentoring reaps big rewards for both parties involved.

Business Ownership
6 Ideas for Building a Lasting Career Legacy

6 Ideas for Building a Lasting Career Legacy

Making your mark through your work doesn't have to take a lifetime.

Business Ownership
Don't let a natural disaster derail your business

Don't let a natural disaster derail your business

A volcano in Hawaii, wildfires in the West, floods in the Midwest, hurricanes on the Gulf Coast, snowstorms in the Northeast – what’s a business to do?

Business Ownership
Sophisticated wealth management
Always here for you

Sample Advisor Site

  • Raymond James Ltd 40 King Street W Ste 5300 Scotia Plaza Toronto, ON M5H 3Y2
  • T 416.777.7000
  • F 416.777.7020
  • Map & Directions
  • Map & Directions
twitterfacebooklinkedinenvelope

Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

IIROC Logo
Advisor Report