Wealth Up Investments | Your Exempt Market Specialists
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Webinar Dialogue - The Exempt Market in 5 Easy Steps

February 13, 2014

Hi, I’m Shannon Pineau – President of WealthUp Investments.  Here at WealthUp, we specialize in the Exempt Market - and if you’re not familiar with that term, don’t worry, you’re not alone.  It simply means the private capital market in Canada.  Some questions you’ve probably been asking yourself are, what’s so special about the Exempt Market and why should I consider investing some of my hard earned money there?  The simple answer is, it has the potential to offer higher, more consistent returns with less volatility than stocks or mutual funds.  It also gives you access to many different asset classes (like real estate for example) that don’t mirror the ups and downs of the public stock markets.  This added diversification is especially important in turbulent markets, like we’ve seen over the last decade.  So, how can you take part if you’re interested?  Where do you begin?  I’ve broken it down into 5 easy steps:

STEP #1 - USE MY WEBSITE TO LEARN MORE ABOUT THE MARKET ITSELF

  • So much has changed over the last few years in the Canadian Exempt Market.  There are new rules and regulations that offer greater protection for investors, and with the creation of Exempt Market Dealers new standards have resulted in a much more professional marketplace. 
  • I explain all of this in more detail on my website in easy to understand language, so be sure to read through Exempt Market 101 for more great information.  You’ll be up to speed and filled with knowledge in no time.

STEP #2 - THINK ABOUT WHAT YOU HAVE AVAILABLE TO INVEST

  • Looking at your overall portfolio, there might be many areas that could benefit from some Exempt Market exposure.
  • Some examples might include cash that has been sitting on the sidelines and in need of a home, RRSP or LIRA funds that haven’t been performing as well you might have liked, Money in your TFSA account that you’d like to be earning tax free returns.  Perhaps you’re already withdrawing funds from a RIF or LIF and want to boost your income stream, Or maybe you have some capital built up in your business that could be earning you some interest in a short-term venture. 
  • Remember, the Exempt Market doesn’t have to make up your entire portfolio, it’s important to diversify.  But with its low correlation to the public markets and higher potential rates of return, it’s a great addition to consider.

STEP #3 - REVIEW SOME OF THE PRODUCTS THAT ARE AVAILABLE

  • We offer a wide array of investment options, all carefully selected and available on my website under “investment offerings”. 
  • For qualified investors, there truly is something for everyone:
  • Each opportunity has its own terms and timelines can be anywhere from one year all the way up to 10+ years, 
  • You can choose from monthly income, quarterly income, and/or profit sharing. Some investments include multiple streams of income including simple interest, dividend income, and/or capital gains.
  • My site can also give you some insight into the companies that we represent including who they are, what their experience is, and what their track record looks like.

STEP #4 - CALL ME FOR A FREE STRATEGY SESSION

  • My goal is to keep things simple while still giving you everything you need to learn more about the Exempt Market and our products.  So let me know what will work best for you,
  • We can converse by email, phone or get together any time at your convenience.
  • Remember, there is never any obligation and I will never pressure you to invest in anything. 

STEP #5 – INVESTING

  • Once you have a good understanding of the market space and all it has to offer, make an investment choice and then watch your portfolio performance.
  • I will help you with every step of the process and also provide excellent service to you afterwards with updates and follow-ups.

Remember, knowledge itself isn’t power.  Knowledge + Action = POWER.  The Exempt Market is one of many tools that the wealthy use to assist them in building and preserving their portfolios and now you can benefit from it too.  So call me today and I can help you get started.