They had meaningful assets, but the stress of public markets was wearing them down. They wanted income without the rollercoaster.
Married couple
Reduce exposure to public markets and generate reliable income
Public market swings and headlines were creating stress and disagreement at home. They wanted income they could actually rely on.
After years of enduring the emotional swings of public markets, these clients also grew uneasy about broader forces beyond their control - shifting government policies, evolving regulations, and systemic risks that can ripple through banks, markets, and even personal privacy. Their priority became clear: find a safe harbour where wealth could grow steadily, shielded from unpredictable currents.
We built a private-market portfolio designed for stability and resilience, blending:
- Institutional-grade multi-residential real estate for steady, inflation-linked income.
- Private credit and mortgage strategies delivering attractive yields backed by tangible assets.
- Essential-service operating companies in healthcare and industrial sectors for durable income and equity appreciation.
- Alternative income sources including royalties and asset-backed income trusts for uncorrelated returns.
- Selective late-stage private equity to capture long-term growth potential outside public markets.
- Tax-advantaged structuring (for non-registered accounts) through investments that may pay a portion or all distributions as return of capital, helping protect after-tax profits. (Not applicable to registered accounts.)
They receive dependable distributions and feel in control again, without watching markets daily.
Access to established private issuers, clear due diligence, and a plan targeting stable distributions.
They sleep better, spend less time worrying, and more time enjoying life together.
