Upcoming Events

We regularly host events on topics such as retirement planning, tax planning, and investment planning.  Check back here for updates.  To find out more about our investment and financial planning events, or to invite us to speak at your group or event, please contact us directly.

 

FEBRUARY EVENT

Please join us to hear about the consistent return potential of North American Private Equity.

Introducing the Kensington Private Equity Fund

 - What is Private Equity?

 - How is Private Equity different than buying public companies?

 - Why institutional investors and large pension plans are increasing their investments in Private Equity?

  - How Private Equity can provide greater performance, less risk, lower volatility and increased diversification for your portfolio?

 

The Kensington Private Equity Fund avoids short-term public equity market swings while unlocking the growth potential of its underlying private investment.  In 2018, the total return for the Kensington Private Equity Fund was 16.3% which strongly outperformed the S&P/TSX Index which was down for the year.

Join our teams, Ephtimios MacNeil Wealth Management and Minicucci Wealth management, for a special Private Equity lunch event:

Date: Wednesday, February 20th, 2019

Time: 12:00pm

Location: 40 WESTT Steakhouse & Bar, 2305 Transcanada Hwy, Pointe-Claire, QC H9R 5Z5

Presented By: Thilipan Mariyan, Kensington Capital Partners

Space is limited. please RSVP to Anna at Anna.Poblador@RichardsonGMP.com or by telephone at 514.981.5796

 

 

This event is only intended for those who qualify as “accredited investors” as defined under National Instrument 45-106 Prospectus and Registrations Exemptions (“NI 45-106”). This presentation is meant for investors who meet these eligibility criteria. Richardson GMP Limited does not endorse any investment opportunity, nor does it make any recommendation regarding the appropriateness of particular opportunities for any specific investor. Investors are encouraged to complete their own due diligence before investing.

Richardson GMP Limited, Member Canadian Investor Protection Fund. Richardson is a trade-mark of James Richardson & Sons, Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.

 

The accredited investor exemption

Who qualifies as an accredited investor?

  • An individual who, alone or together with a spouse, owns financial assets worth more than $1 million before taxes but net of related liabilities or
  • An individual, who alone or together with a spouse, has net assets of at least $5,000,000.
  • An individual whose net income before taxes exceeded $200,000 in both of the last two years and who expects to maintain at least the same level of income this year; or
  • An individual whose net income before taxes, combined with that of a spouse, exceeded $300,000 in both of the last two years and who expects to maintain at least the same level of income this year
  • An individual who currently is, or once was, a registered adviser or dealer, other than a limited market dealer

The law assumes that accredited investors do not need the protections offered by a prospectus because they can:
(a) get and analyze the information needed to assess an investment without a prospectus; and
(b) handle the loss of their entire investment, if things go wrong.

Note that an accredited investor must purchase the securities as "principal." This means the investor must be purchasing for him or herself, rather than for another person.