EN 
FR What is the Exempt Market or Private Market?
Investment in the private market (commonly called “exempt market” or “alternative investment”) gives investors the opportunity to diversify their investment portfolio in assets that are not offered by traditional institutions. Private investments place, among other assets, capital in mortgage pools, asset-backed securities, debt securities and equity instruments in private enterprises.
The prospectus exemption on the offering memorandum lets companies sell their securities to a broad range of investors according to an offering memorandum. An offering memorandum is a document which provides an overview of the business and internal affairs of a company.
Any buyer is able to obtain securities under this exemption, but there are limits, depending on the province and whether or not the investor qualifies.
With this in mind, Eric will advise you on your exemption category and on suitable products for your portfolio. In addition, he will determine with you the type of investor you are and will prepare a tailored, competitive and realistic investment strategy.
Intended Clientele
- Are you a business owner, or a successful business that has a growing portfolio?
- Are you a professional with wealth (assets, real estate, etc.) or you have some savings?
- Do you have funds to invest and are looking for an alternative to traditional investments, such as stocks, bonds, mutual funds or GIC’s?
Contact us and book a no-obligation consultation to see if the Private market might be the right fit for a part of your portfolio.
Private Market FAQ's
- Secured investments with tangible assets
- Preferred return
- Corporate governance
- Diversification of the investment portfolio
- Increase in profit margins
- Not directly co-related to the volatility of traditional markets
Private market investments are not traded on public exchanges and are less liquid than public stocks and bonds. They often require a longer commitment and have higher minimum investment thresholds.
Yes, private market investments are regulated, but they are subject to different rules than public market investments. Regulations vary by country and are designed to protect investors and maintain market integrity.
Tax treatment varies depending on the type of investment and the investor’s jurisdiction. Investors should consult with tax professionals to understand the specific tax implications.
Opportunities can be found through financial advisors, investment firms, private equity funds, venture capital firms, and online platforms specializing in private market investments.
