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Investments can play a key role in your financial security plan. For individuals, a mix of registered and non-registered savings, income and pension plans can help achieve short- and long-term goals. For employee groups, Mark Trewitt and the IFSG team can offer experienced advice on registered and non-registered savings and pension plans.
- Registered retirement savings plans and Registered education savings plans
- Segregated fund policies
- Group retirement and savings plans
Alternative investments can include categories such as fund-based real estate assets, precious metals, natural resources, and various commodities. Geographic considerations such as investing in foreign markets are considered alternative assets. Hedge funds and private equity investments rely on industry or specific management fields who understand how to manage certain businesses. Alternative assets are a useful addition to a diversified portfolio because these assets don't correlate with other types of market-based investments and overall will stabilize or increase a portfolio's return.