What are Exempt Market investments?
Investment products in the exempt market can be a unique addition to many client portfolios. These products are usually not offered through a prospectus offering and are generally classified as private market investments; however, they can also acheive higher returns relative to their risk profile.
What are examples of Exempt Market investments?
These can range from real estate based investments, energy related investments (including oil and gas), yield or cash-flow producing products and other "private equity" offerings.
How can I invest in Exempt Market investments?
There are only a few required steps in order to invest in these products if you live in BC or Alberta. (If you are a resident of another province/territory, please contact us for a referral to another licensed represesentative in your area)...
1. Meet with Jayn Steele (your Dealing Representative) either in person, or over the phone.
2. Complete a "Know Your Client" (KYC) form. This helps us better understand your current financial position and helps the Portfolio Managers create a proper asset allocation for your portfolio.
3. Hear about the new investment opportunities currently offered.
4. Complete your subscription agreement for the investment.
5. Client statements (and/or an on-line login for your RRSP, RESP, RRIF, LIRA or TFSA account) will be sent to you so that you can continue to monitor your investment(s).
What products can you provide?
As a Dealing Representative of Pennant Capital Partners Inc. we are uniquely positioned to not only offer third party products, but offer proprietary funds that have been created by the Pennant Capital team.
Examples include:
- Yield (monthly or quarterly cashflow) products
- Energy products
- Real Estate products
- Tax Advantaged products
"Real Estate cannot be lost or stolen, nor can it be taken away. Purchased with common sense, paid for in full and managed with reasonable care, it is the safest investment in the world."
- Franklin D. Roosevelt -
What People Are Saying
"My dealings with Jayn Steele on several projects have been very rewarding financially and personally. She presents ideas clearly and succinctly and has a knack for cleverly analyzing situations and finding gems. I am grateful for her integrity and professionalism and working with her has helped me earn and save thousands of dollars." M.W. New Westminster, BC, Canada Read More
"Jayn Steele took the time to answer all my questions, was quick to respond to my emails or phone calls, was always polite, knowledgeable and very professional. She educated me rather than trying to convince me on what I should do with my money. Her warm personality made it easy for me to talk to her and feel comfortable asking her any questions regarding investing. Plus, the time she spent researching and learning about different investments put me at ease and saved me time too!" T.L. Langley, BC Read More
Workshops & Events
Check our Events Page to see upcoming events in your area
