Why Private Equity Can Be a Great Addition and Compliment to Your Portfolio

by | Nov 8, 2022 | Videos

Dave and Tyler sit down with Daniel Cohen, Director of Private Equity at Fiera Comox Partners to discuss how investing in private equity can help your portfolio.

Private equity is the largest alternative asset class, with over $6 trillion in assets under management as of March 2022. Private equity has become an important part of institutional portfolios, with leading pension plans and endowments allocating a significant portion of their total portfolios to the asset class. We believe private equity’s characteristics make it a valuable asset class for investors looking for long-term capital appreciation, portfolio diversification, and downside protection.

Find out how to add Private Equity to your portfolio in this Webinar.

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Dave Cooper, CFP®, CIM®
Senior Investment Advisor Portfolio Manager
780.484.5777
[email protected]

Tyler Cockbain, BA, CFP®, CIM®
Senior Investment Advisor Portfolio Manager
780.484.5777
[email protected]

 

Justin Nekechuk, B. Ed
Associate Investment Advisor
780.484.5777
[email protected]

 Tower Wealth Advisory
212, 1524 91 St. SW, Edmonton, Alberta T6X 1M5
780.484.5777 ext. 1 or 891
Email: [email protected]
www.towerwealth.com
advisor.wellington-altus.ca/towerwealthadvisory/

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The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) and the authors do not guarantee the accuracy or completeness of the information contained herein, nor does WAPW, nor the authors, assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact me for individual financial advice based on your personal circumstances. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
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