Are you looking for an alternative option other than mutual funds and GICs to stabilize and grow your current investment portfolio? Most investors are unaware of the legal restrictions placed on mutual fund investments. Restrictions that only allow investments in conservative securities sectors that typically produce low returns for the investor.
Market Exempt Securities (MES) often earn much higher returns. Historically many MES have seen between 20-30% return on investment per year!
We specialize in finding MES investments in the Capital Growth, Tax Saving, and Cash Flow product line that will fit your investment strategy and help you achieve your financial goals.
Suite 1005, 9020 Jasper Ave Edmonton, AB, T5H 3S8 Ph: 780.994.1958 Fx: 780.633.1691 Email: ramsey.csiinc@gmail.com
Capital Growth Some of the best returns can be found in real estate development projects and other business startups that require venture capital. Diversifying your investment strategy in multiple avenues will naturally balance your portfolio and mitigate your risk should any one sector experience setbacks, returning less that expected profits. Tax Saving A variety of CRA accepted investments could be as high 127% write off from the current years tax; some may even include additional tax credits! Cash Flow
We know how important your finances are so we invest in every product personally before presenting it to our clients. We take pride in knowing how to maximize the profits from each of our products and we pass these skills along to you!
Investment yield is most often quarterly or monthly and some provide semi-annual yield and profit-share at bond closing.