All

Private Equity - Invest Like The CPP

by Todd McLay

June 11, 2020

The vast amount of the world's wealth has been created by entrepreneurs putting great ideas in motion and building private businesses out of them.  

Very seldom do we hear that someone "got rich" from their investment portfolio.  

So why do so many financial advisors not include private equity inside their client portfolios?

In this video, we explain the several reasons why private equities are such a valuable or a properly diversified investment portfolio and why every financial advisor and investment management professional should be recommending them to their clients.

SHARE THE WEALTH



Disclaimer & Legal

Any views or opinions expressed on this website are solely those of the representative, and do not necessarily represent those of Gravitas Securities Inc. (GSI).   The information contained herein was obtained from sources believed to be reliable, however, the accuracy is not guaranteed. This site is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered.

Click here to read more about Precedence Capital's legal privacy policy.

Todd McLay is currently licensed in: British Columbia, Alberta, Saskatchewan, Manitoba and Ontario. Todd Bergstresser is currently licensed in Saskatchewan, Alberta British Comlumbia.  Mike McKague is currently licensed in Saskatchewan.

GSI advisors are currently licensed to sell equity securities, bonds, mutual funds, GICs and other securities that are subject to available regulatory exemptions. Your advisor may also offer insurance-related products and/or financial planning services. These services are not offered through Gravitas Securities Inc., however, your advisor is duly registered to provide these services under applicable insurance legislation and the dealer approves such activity to be conducted outside of the dealer.

IIROC Advisor Report

MORE FROM OUR BLOG