Private Market Investing: Everything You Need to Know
Can You Spare 20 minutes of Your Time?
In this short webinar, we will talk about what are the private markets, how to follow the money and the industry shift, the current types of private investments and who’s eligible – and why diversifying your investments is a core component.
Hi, I’m Eric Roy.
Webinar Date & Time:
Thursday, July 12th / 11:00 AM
Duration: 20 minutes
About the Host:
A second generation financial planner, based in the National Capital region, Eric has built a very successful growing practice and now serves clients nationwide. So whether you need help applying financial strategy, diversifying your portfolio, protecting existing assets or simply saving money for your children’s education his approach is always the same – To offer comprehensive, personalized products designed to maximize your financial potential.
A former triathlete at the national level, Eric Roy brings the same kind of dedication to his business and his clients always come first.
on this webinar
You’ll learn about…
What are the Private Markets?
Understand how private market investments can compliment your public market portfolio and provide greater diversification with potentially reduced volatility to your investments
How to Follow the Money & The Industry Shift
Learn how the experience of the past decades have inspired many investors, pensions, endowments and wealth managers to find different ways to construct and manage investment portfolios
Types of Private Investments and Who Can Invest?
Discover the private companies available and the due-diligence performed by exempt market dealers, how to invest in Real Estate using your RRSP’s and TFSA and who’s eligible
Time left untill Registration Closes:
Places on the live webinar are limited!
Reserve your seat now and join us live for the webinar that will change the way you think about investing!
Eric Roy is registered as a dealing representative of Pinnacle Wealth Brokers Inc. (Pinnacle). Pinnacle is registered as: (a) an Exempt Market Dealer (EMD) in Alberta, British Columbia, Manitoba, Saskatchewan, Ontario, Quebec, New Brunswick, Nova Scotia, Newfoundland and Labrador; (b) an Investment Fund Manager (IFM) in Alberta, Ontario, Quebec, Newfoundland and Labrador; and (c) a Portfolio Manager (PM) in Alberta and Ontario. You can access Pinnacle’s website at: https://pinnaclewealth.ca There is no relationship between Pinnacle and Eric Roy Financial Services.
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