Team Profile details

PRESENTATION TITLE:
A whole new world to investigate: what are the alternative investments?

PRESENTATION OBJECTIVES:

  • Define different types of alternative investments
  • Clarify your personal investment objectives in alternative assets
  • Identify structures best suited for your investment portfolio

SYNOPSIS:
Most people are comfortable investing in publicly listed securities. However, most are not familiar with the alternative and private markets. Alternative assets provide an enhanced the risk adjusted-return. Adding assets that behave differently from stocks and bonds but produce same or better returns can be an effective way in increasing the diversification in your portfolio.

BIO:

Jamie is founder of Bearing Capital Partners, a planning and advisory firm designed to provide wealth accumulation and financial planning to emerging affluent clientele. Jamie has provided investment, risk management, planning, and family office guidance to senior executives, professionals, and family owned businesses for over 25 years.  He believes that gaining and maintaining wealth is driven by knowledge, discipline, and focus.  Jamie’s professional accreditations include Certified Financial Planner, Canadian Investment Manager, Fellow of the Canadian Securities Institute, Chartered Life Underwriter, Financial Management Advisor, and Chartered Professional — Strategic Wealth.