A recent negotiation standoff between OPEC and the United Arab Emirates left investors wondering whether oil production would be ramped up enough to meet growing demand. Luckily, it appears the two sides have reached a tentative agreement and will meet once again in the coming months to hammer out the details. Still, this is a disconcerting piece of news that could have an effect on investors and the Canadian economy as a whole.
Category: Wealth Management
RRSPs and TFSAs should be included in an affluent Canadian’s tax-saving efforts. The problem is these shelters deplete fairly quickly for affluent investors. Let’s look at what role an RRSP and TFSA play in a high-net-worth investor’s portfolio.
With the number of economic and public health uncertainties worldwide, it’s important to diversify away from systematic risks that materialize when you invest in a limited number of asset classes. Alternative investments are financial options that don’t fall into the conventional silos of stock, cash, or fixed income markets — they often provide market uncorrelated income and yield in times of uncertainty. This article is the first in a series from Echelon on non-traditional alternative investments for Canadian High Net Worth investors. Here, we cover investments in private equity, private debt, and real assets.