Why illiquid investments are all the rage and what you need to know about their risksPosted on Thu, 13 February, 2020
Tom Bradley: Sacrificing liquidity is a valuable investment strategy since not all your holdings need to be easily tradeable
Alternatives investments are rising faster than traditional asset classes – 2020 outlookPosted on Thu, 19 December, 2019
Author, Andia Rispah is a Personal Finance & Investment Writer who helps Financial Advisors to create valuable content to help their clients make smarter financial investments. In this article, Andia discusses the rising popularity of alternative investments over the last 15 years, as well as an outlook on 2020.
A 2020 vision for Canadian alternative investmentsPosted on Thu, 19 December, 2019
Portfolio manager explains why ‘the writing’s on the wall’ when it comes to adoption in retail space
Bet the House on Inflation Wasn't Such a Bad IdeaPosted on Wed, 18 December, 2019
Bloomberg reports on the performance of Real Estate Markets throughout the 2010’s
STEVLOC Management Inc. has re-located its head office to Woodbridge, OntarioPosted on Mon, 11 November, 2019
WOODBRIDGE, Ontario, Nov. 11, 2019 (GLOBE NEWSWIRE) -- STEVLOC Management Inc. is pleased to announce the re-location of its head office to Woodbridge, Ontario.
Private Equity is the New StockPosted on Wed, 06 November, 2019
J.P. Morgan Asset Management suggests that portfolio tweaks are needed after failed monetary stimulus.
OSC Investor News - Client Focused ReformsPosted on Wed, 23 October, 2019
Reforms by the Canadian Securities Administrators (CSA) & Ontario Securities Commission (OSC) require registered dealers and advisors to put client interests first when providing investment advice.
Link: OSC Investor News
4 ways to build your real estate portfolio without buying propertyPosted on Thu, 10 October, 2019
Zeifmans is an account and business consulting firm based in Toronto. This article provides insights on 4 different ways to include real estate in your investment portfolio that don't require owning a physical property.
STEVLOC Management Inc. Appoints New CEO & CCOPosted on Mon, 23 September, 2019
TORONTO, Sept. 23, 2019 (GLOBE NEWSWIRE) -- STEVLOC Management Inc. (SMI) recently celebrated 5 years of business. SMI has been the lead agent on 13 fully funded offerings and has raised its Assets Under Administration (AUA) to $135M. This is a major milestone achieved in SMI’s short history.
OSC Investor News - Summertime SavingsPosted on Wed, 26 June, 2019
The OSC provides useful tools for financial planning to keep your spending in check and savings goals on target.
Use the Mortgage Payment Calculator to estimate your mortgage payment amount, the impact of making extra payments and the balance remaining at the end of your mortgage term.
Other useful tools and articles include:
The importance of financial literacy, Financial education hilights, Personal information inventory, Engaging with older or vulnerable clients, Improving service for older investors, Your retirement nest egg, Pay off credit cards and debt calculator, Power of attorney, and Tax-free savings accounts.
Link: OSC Investor News
Unitholder Update call with ICM Asset ManagementPosted on Tue, 25 June, 2019
Please follow the link below to listen to the ICM Unitholder update call.
Topics covered: Updates on ICM VII, IBRET & ICM IX. Summary of the proposed amalgamation of ICM IX & ICM PPT.
Kontrol Energy appoints lead agent on previously announced $5 million non-brokered private placement and receives $2 million lead orderPosted on Wed, 09 May, 2018
TORONTO, May 9, 2018 /CNW/ - Kontrol Energy Corp. (CSE:KNR, FSE:1K8) ("Kontrol" or the "Company") announces that it has engaged with STEVLOC Management Inc. ("STEVLOC or "Agent") to act as lead agent for the previously announced non-brokered private placement (the "Offering"). STEVLOC has committed to a lead order of $2 million. The funds will be allocated primarily to complete new operating business acquisitions that Kontrol has in due diligence.
The Housing Market: When the Fog Clears - Benjamin TalPosted on Tue, 14 November, 2017
There are a few lessons to be learned from recent developments in the housing market. First, markets are capable of responding swiftly to abnormal market conditions. Second, housing policy can notably impact the trajectory of the real estate market. And third, if those policies are not directed at the core issues facing the market, their impact will be temporary at best.
Advisors turn to alternative investments for clients - Deborah NasonPosted on Wed, 11 October, 2017
- New alternative investment vehicles and new platforms have become available to the high-net-worth retail sector in the past decade.
- Morningstar identifies three types of "alts": nontraditional asset classes, nontraditional strategies and illiquid assets.
- Some data show more diverse portfolios have performed better over the past 25 years than less diverse ones, but most advisors are still hesitant to add alts to client holdings.
Seeking portfolio diversification? Try exempt market securities - Gail BebeePosted on Wed, 04 October, 2017
Beyond the public capital markets lurk investment opportunities you may have never encountered – securities sold privately. Businesses in need of capital raise money privately if they do not meet the criteria to list on a public exchange, or wish to avoid the time and cost of raising money in public markets.
The New Standard: Alternative InvestmentsPosted on Thu, 07 September, 2017
Over the past ten years many investors, pensions, endowments and wealth managers have found additional ways to construct and manage investment portfolios. Brad Simpson, Chief Wealth Strategist, TD Wealth, talks to Kim Parlee about how alternative investment strategies can help build contemporary portfolios.
TD Wealth - the new standard: Alternative Investments - Monthly Perspectives Special Edition, August 2017