The Roles of Private Credit in an Investment Portfolio
The years following the financial crisis of 2008 have seen the rise of the private credit asset class. As a way to mitigate the ripple effects of the U.S. market crash, Canada enforced fiscal policies meant to stimulate the economy and restore its stability. On October 8, 2008, the Bank of Canada reduced its target…
Read more
The Anatomy of a Great Real Estate Investment Fund
There are multiple drivers behind the performance and security of a fund. While collecting rent continues to be the primary source of revenue for REITs, they grow internally through occupancy, rent increases, tenant upgrades, and redevelopment of existing properties. REITs also have the benefit of capital growth through the underlying real-estates appreciating in value over…
Read morePassive Real Estate Income Ideas for High Net Worth Canadians
Passive income is no longer an option for many Canadians seeking a comfortable retirement. It’s prudent to plan early on for alternative sources of income as many people don’t have the luxury of time to become an active investor. Diversification beyond equities and indices may lead you down the path of real estate. One could…
Read more
10 Questions That Lead to the Right MIC
Mortgage Investment Corporations have come a long way since their inception in 1973. Now popular among investors for their well-balanced risk-and-return profiles, the Canadian MIC industry has attracted a growing number of companies who strive to put your hard earned capital to work. But not all MICs are created equal. The most successful ones acknowledge…
Read more
What is an Accredited Investor in Canada?
In recent years, private markets have accelerated their growth curve despite the stringent rules limiting investment access to accredited investors or those individuals who meet the income and asset qualifications. An accredited investor has access to a wide network of private investment opportunities with significant upside potential. But how does one know if he or…
Read more
The geography of MICs
Selecting the Right Mortgage Investment Corporation With the new mortgage rules, qualified borrowers are increasingly looking for alternative options to obtain the capital needed outside of the traditional lending channels. Whether it’s for purchasing their next home, refinancing, generating working capital for their business, or providing funds for a myriad of personal reasons, borrowers are…
Read more
What is an exempt market dealer?
These past few years, Canadians have been rethinking their investment decisions and placing more time into research and due diligence. At the same time, they seem too skeptical when it comes to getting an intermediary to assess their finances and investment growth. Canada’s capital markets have consistently outperformed many other world markets and proven more…
Read moreContact Us
Contact us for more information on our MIC funds or to book an appointment with one of our Investment Professionals.