Approval # 20180524B
Discover the Private Markets & How Portfolio Diversification Works
Private Markets & Portfolio
May 30th, 2018 - At the Brookstreet Hotel in Kanata, from 6:30-8:30pm. Register to reserve your spot, it's free to attend.
Jeff, Jean and Lark's testimonials below were solicited on May 2018. No payment or gift was given for the testimonials. These testimonials may not be representative of the views of other people in their dealings with Eric Roy.
I've attended several of their monthly events and really enjoy the information being presented and having the chance to meet the owners of the offerings being presented. I'm able to understand in more details how my money is being invested.
Having not come from a background heavy in investment knowledge or any kind of risk/reward experience, we can tell you that it has been extremely reassuring working with Eric Roy and his group of partners.
Diversification has always been a critical core component in public investing and it’s every bit as important when investing in private business investment. Because of the higher risk level, it is most sensible to embrace diversification.
Businesses come in all shapes and sizes. Small businesses operate in every industry and in every region, and in many ways they are the lifeblood of the world’s economies. One common hurdle that unites many of these companies is a lack of access to investment capital. Internal and external banking regulations have made it more and more difficult for small businesses to secure outside capital. Temperance Capital bridges the financial gap by providing stable and profitable small businesses with the permanent capital they need through a preferred royalty on the business—a structure that, for Temperance investors, has the upside of equity with the predictability of debt.
The Equiton Residential Income Fund Trust (“Equiton”) is a real estate investment trust that specializes in acquiring income producing multi-unit residential properties and student housing in Canada. Equiton currently targets properties within a 2-hour driving radius from Toronto, Ontario.
Investors are projected to participate in the yield from the rental income and growth in the value of the underlying properties.
A second generation financial planner, based in the Outaouais, 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.
© 2019. All rights reserved
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 web site at: https://pinnaclewealth.ca There is no relationship between Pinnacle and Eric Roy Financial Services.