Novak Private Wealth Counsel

01/24/2024

Private Apartment REIT's can be good places to invest during periods of heightened population growth. But what research needs to be done to ensure you pick the right one?

Population growth must slow sharply before productivity can improve, report says

06/06/2023

The Centurion Apartment REIT with a 14%+ annual return since 2009 is a staple in our investment portfolios. This is a brief interview with their Founder & CEO Greg Romundt.

04/13/2023

The Algonquin Debt Strategies Fund is a great investment to diversify your portfolio, with an average annual return of 7.61% and very low volatility. In this 3rd NPWC Wealth Podcast I have the opportunity to interview one of Algonquin Capitals founding Partners - Raj Tandon. He touches on current events and how this strategy benefits investors of the past and future.

03/21/2023

The LSQ S**C FUND is a private investment that has managed to double the return of the S&P500 since it's inception in 2019. In Episode 2 of the NPWC Wealth Podcast I have the pleasure of interviewing this funds Portfolio Manager, Kamran Siddiqui.

03/09/2023

Avenue Living manages two very important private real estate investments in our portfolio, both with double digit returns since inception. Private Real Estate is a core building block in our private portfolios, and it is clear to see why. NPWC Wealth Podcast, Episode 1: Jason Jogia, CIO, Avenue Living.

04/26/2022

Ontario Pensions are looking for Apartment Real Estate and Infrastructure exposure. Do you have allocations to these areas in your portfolio?

Ontario’s pension fund for government workers is seeking out more deals in infrastructure and real estate as it prepares for a protracted period of high inflation.

03/22/2022

https://www.theglobeandmail.com/business/rob-magazine/article-go-big-or-go-home-jo-taylors-bold-vision-for-the-ontario-teachers/

Canada’s largest pension funds don’t like to draw too much attention to themselves. That changed when Jo Taylor took over Teachers in 2020 vowing to make bigger, bolder bets

01/27/2022

As you are most likely aware, even if you watch the markets, bond performance, or other financial bellwethers religiously, that’s no guarantee you will know when and how to diversify. We respect financial journalists and often use their insights to round out a strategy. But that’s simply not enough.

Our years of expertise in successfully diversifying high-value portfolios literally pays off. Before we implement any diversification plan for your portfolio, we will make sure you perfectly understand the whys and hows of the strategy. We’re constantly working to clarify these strategies and will keep you up to date on what we find in our investigations and how it benefits you.

Diversification can help you reduce the risk of your portfolio without reducing the return, sometimes even enhancing the return.

Give us a call to hear what we can do for you: https://ecs.page.link/p2tqj

01/13/2022

Do you know the difference between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP)? Don’t be embarrassed if you don’t know the answer. More than a quarter of Canadians (27%) are unable to explain the difference between the two accounts, but it’s important to understand how these accounts work and when to use one over another.

That's where we come in. Our team knows the ins and outs of tax planning, and we can help you and your business get the most out of them. We'd love to talk to you about how we can help you achieve your goals. You can book a call here: https://ecs.page.link/p2tqj

01/05/2022

When investing in the public market you are always at the mercy of fear and optimism. And the one thing you will certainly experience is volatility (ups and downs).

In early 2020 when Public Real Estate Investments were dropping in value by 25% to 50%, the Private Apartment REIT’s that we added to our client portfolios were experiencing positive growth every single month. This illustrates the power of private investments to stabilize returns so you can experience both consistency and big wins.

With private investments, you are investing for a longer-term with less liquidity than stocks. However, you can still access your money, although you might have to pay a fee of 1% to 4% for doing so. Placing your money in private investments for a minimum set period allows you to receive a great benefit, often in the form of a higher rate of return on your money and more consistency.

Learn more about frequently asked investment questions with responses here: https://ecs.page.link/ecrsE

12/30/2021

Sailing a yacht on your own is one of the most exhilarating feelings there is. But trying to sail your investment portfolio through a storm without expert guidance can be a scary endeavour.

Just like an unforeseen storm, disruptions to public markets happen in moments. The serious declines over the past decade took years to recover from. Private investments remain a proven way to diversify so you’re not at the mercy of the waves of boom and bust on Wall Street.

Read on 👉 https://ecs.page.link/Vqh3E