What are Strategic & Tactical Dashboards?

Managing a business without effective operational dashboards is like navigating a journey without a reliable map.

Builder, Contractor, TV Host & The Private Markets

TV personality Mike Holmes, along with Seth Atkins and Michael Del Bel from Holmes & Associates Realty Trust (H.A.R.T.) joins Craig Skauge on Educate & Explore to discuss why they launched their real estate fund and why they chose the private markets.

Why Canada Does Not Have an SEC

The IIROC-MFDA merger demonstrates that coordination and streamlining are achievable within Canada's current system.

Should an Issuer Be Its Own Dealer?

I argue that as an investor, it should not matter if the issuer or dealer is the same or not.

Issuer's Corner featuring Avenue Living

Avenue Living is a vertically integrated real-estate owner and operator with over C$6 billion in assets under management (AUM).

Issuer’s Corner featuring Centurion Asset Management Inc.

It is getting harder and harder to be a small capital raiser.

Issuer’s Corner featuring Trinity Hotels

Overall, the reporting regime has matured in the last few years and while I believe that it is a good thing for the market, it needs to be more efficient so that it is less expensive in time and capital for the issuers.

Issuer’s Corner featuring Scott McGillivray Real Estate Fund

Going public adds a lot of bureaucracy and inefficiencies that add no real value to the investors in my opinion.

Issuer’s Corner featuring Pier 4 Real Estate Investment Trust

Our overarching objective is to establish ourselves as the top choice for investors seeking opportunities in the low and mid-rise multi-residential asset class within the Canadian real estate market.

Demystifying Debentures

Debentures stand out as a versatile tool for accessing capital with features that are attractive to both investors and the issuer.

Navigating the Shift

After 13 years of evolution and integration into the Canadian financial landscape, the Exempt Market Dealership model, offering private capital opportunities combined with access to public assets and life insurance has evolved to a sophisticated platform tailored to address the full suite of client needs.

Public Company in Need of Funding?

Join us for an invigorating morning of learning how public companies can access capital through the combination of everyday Canadians’ RSPs and prospectus exemptions

How Mortgages Can Enhance an Investment Portfolio

Even with a relatively modest allocation, mortgage investments can significantly enhance a portfolio's risk-adjusted returns.

A Day in the Life of a Dealing Representative featuring Iannick Fallu

Ultimately, whether navigating the public or private investment sphere, prudent risk management involves seeking diversification within portfolios, steering clear of undue concentration in a single product or issuer.

A Day in the Life of a Dealing Representative featuring Peter Wickwire

We are emotional. This aversion to loss is powerful and all too often reflects itself in significant negative long-term consequences. These mostly stem from short-term emotional decisions made from a lack of confidence.

A Day in the Life of a Dealing Representative featuring Alexandre Galasso

For a product to be successful, low cost of capital, good management and a solid business plan are all required.

A Day in the Life of a Dealing Representative featuring Imran Tahid

The clients don’t typically come to you, like they are going to the banks, at least for the first several years in the industry.

A Day in the Life of a Dealing Representative featuring Adam Gignac

A stock market investment can be just as risky if no one is willing to pay more for those shares.

A Day in the Life of a Dealing Representative featuring Michelle Sausik

There are some very unique and lucrative investments available.

A Day in the Life of a Dealing Representative featuring Steven Blasiak

Ask questions, be curious, compare with other investment opportunities, learn what exactly the exempt market is.

A Day in the Life of a Dealing Representative featuring Brandon Renault

I meticulously examine the fund's history, the caliber of its management team, and their alignment with growth objectives. It's crucial to ascertain whether they have a personal stake in the game, and what the structural framework looks like.

The Power of Industry Collaboration

Industry collaboration is centered around uniting key industry players, including clients, professionals, and even competitors, to work together in addressing common challenges.

A Day in the Life of a Dealing Representative featuring Dale Rabbie

Perhaps the most important message we need to get out is that “everybody can” and perhaps, almost everybody should own a little piece of Private Wealth in their portfolio.

A Day in the Life of a Dealing Representative featuring Michelle Julien

Private Equity is a game of patience and diligence which can be very rewarding to those able to exercise both.

A Day in the Life of a Dealing Representative featuring Jeff Toews

Calls for more transparency, more in-depth due diligence, clearer reporting standards and professional advisory ethics have all created a much healthier marketplace for investors to operate in today.

Up, Down & Sideways

It is critical for a DR to understand that lacking data for what an investment is worth over its holding period does not warrant them stating it is low volatility, nor low correlation to a certain benchmark.

A Day in the Life of a Dealing Representative featuring Jaclyn Wu

True diversification = Public + Private Market

Sustainable Finance: Understanding the Risks and Opportunities for Entrepreneurs and Investors

Investing is no longer just about crunching numbers and analyzing balance sheets; sustainability factors are playing an increasing role in investment decisions.

Financial Empowerment for Women

In a society that often imposes negative stereotypes and limitations on women's financial prowess, it is essential to break free from these constraints and make money our thing!

Key Questions for Potential Investors

Engaging with the investment process and seeking clarity on crucial aspects is key to making informed decisions and maximizing your investment potential.

Are Pure Alternatives the New Standard in Portfolio Construction?

Investors can leverage alternatives to help avoid some of the volatility seen in the public markets while also potentially providing more consistent and higher returns than traditional fixed income.

Don’t Be TeRRIFied of RRIFs

If you hold multiple RRIFs, another option is to transfer cash from one RRIF account to your RRIF account that holds the EMS investment(s).

What is the Exempt Market?

What’s in a Rate of Return?

If you had to boil it down to the simplest attributes, we could say that a rate of return usually has these properties: it is measured in terms of percentage, it is often expressed in annual terms and, needless to say, when it comes to investing, we always prefer a positive return over a negative one.

Expert Perspective featuring Robert Sinclair

The right balance between capital formation and investor protection for non-sophisticated investors in the Canadian Private Markets should prioritize investor protection without completely restricting access to investment opportunities.

Investing in an Arms-Length Mortgage using a Registered Plan

There are other lesser-known investments that are qualified to be held in registered plans under the Income Tax Act, including arms-length mortgages.

Expert Perspective featuring Tommy Baltzis

Capital invested is based on trust, so if investors feel that they cannot trust the organization or the rules to protect them, there is no capital formation.

RSP Investments: A Simple Guide

Small businesses facing financial roadblocks in the post-COVID world can turn to RSP investments for a lifeline.

The World of Mortgage Investment Corporations

In the world of investing, real estate has always been one of the most common ways for people to build wealth with a relatively stable asset class.

Expert Perspective featuring Phil du Heaume

It inevitably leads to friction between industry and investor advocates because they believe they have opposing needs, which just isn’t true.

Tips for Issuers for Managing the OM Process

Most would agree that one of the keys to success of many businesses is the ability to raise capital.

Recognizing Investment Scams on Social Media & Dating Sites

While fraudsters continue to use the latest trends, technologies and social platforms to target Albertans, by recognizing the tell-tale signs and tactics, you can better avoid them, protect yourself and ultimately report them.

Separating the Good from the Bad

Not all businesses or investment funds are created equal. Often, one must dig well beyond the surface of a business or offering to separate the good from the bad.

Industry Experts Roundtable Part 3 of 3

Our last episode of the Industry Experts Roundtable Video Series concentrates on the evolving role of the private markets as we investigate the differences between the balance of investor protection and capital formation.

Industry Experts Roundtable Part 2 of 3

Part 2 of the Industry Experts Roundtable Video Series dives into the impact of regulations and barriers associated with the Private Capital Markets of Canada.

Industry Experts Roundtable Part 1 of 3

The Industry Experts Roundtable Video Series Part 1 offers a valuable glimpse into the inner workings of the Private Capital Markets of Canada.

An Introduction to Transacting in the Retail Exempt Market

The exempt market is unique and not always relatable to traditional investing practices - but that can be a good thing. By taking an informed position and working with experienced professionals, private capital investors can access investment opportunities with unique risk-reward characteristics.

Investing with Friends and Family

You have a new project which needs additional capital, and you ask your advisors for help on how to source the funds. Invariably their response begins with “look to your friends and family first.” Why… because this is the quickest, easiest, and likely the least expensive route to take.

What To Do If You Experience a Loss In The Exempt Market

The first thing to remember is that investing has risks. Investments lose value or fail. Investors can lose money. This is true of almost any type of investment and particularly in a high-risk market. There will be gains, and there will be losses, as this is the nature of investing.

Investing During Uncertain Times and High Inflation

When it comes to your investments, stay focused on your financial goals and avoid the noise in the news and media. By maintaining a long-term view and a diversified investment portfolio aligned to your risk tolerance and goals, you can weather the storms of uncertain markets.

Eligible or Accredited? That's the Question

Private investing is still relatively new to “eligible” and “accredited” investors alike, so it’s important to get all the information you need before you decide if it is right for you.

The Cost of Raising Capital in the Exempt Market

The Cost of Capital can aptly be defined as “a company’s calculation of the minimum return that would be necessary in order to justify undertaking a capital budgeting project. The term cost of capital is used by analysts and investors, and is always an evaluation of whether a projected decision can be justified by its cost. Investors may also us the term to refer to an evaluation of an investment’s potential return in relation to its cost and its risk”.

Key Perspectives on Risk

Risk. A scary word to people, no matter the context. Whether hiking a mountain, leaving an employer, or investing a dollar, risk is something we are evolutionarily predisposed to avoid. But in the world of money, when risk is mentioned, what exactly is being said? When returns are considered, so is risk, but what is risk?

The Private Capital Markets Association of Canada

The Private Capital Markets Association of Canada (PCMA)™ is Canada’s largest private capital markets community with over 500 members. It is a not-for-profit association originally founded in 2002 by a group of Canadian business professionals whose firms were active in the exempt securities market. The PCMA is governed by its membership through a volunteer Board of Directors (BOD) elected by its members each year at the annual general membership meeting. The PCMA is managed on a day-to-day basis by the President, Executive Directors and the Membership and Operations Manager.

Developing the right mindset and processes to invest wisely and avoid fraud

For any investor, novice or experienced alike, there can be pitfalls and challenges that potentially lead you to making unsuitable investments. These pitfalls include cognitive biases, poor planning, and even missing the red flags of fraud.

The Art of the Offering Memorandum

An offering memorandum, also known as a private placement memorandum, is a legal document that allows for the sale or private placement of securities such as shares, bonds and debentures in Canada.

The Exempt Market in a Nutshell

There are often common misconceptions and confusion surrounding the exempt market. What is it? What are exempt market securities? Is it called the exempt market, private capital market or private placement? Well, it’s all the above.

What the Future of the Exempt Market Holds

The world is in fact becoming more complex, more challenging, more competitive, and therefore bringing on more volatility to public markets and scaring investors with large upswings and downswings. So what does this all mean?

Building Wealth Through Private Equity

Two dominant themes inevitably present themselves when discussing the purpose of investing: capital preservation and capital growth.