Each client is unique and each client has their own goals. We have developed four different portfolios to serve our clients needs. These can be mixed and matched to create a personal portfolio that is right for you.
Diversified Income Portfolio Income Target: 8-9% * - Short/Medium Term - Time Horizon
This portfolio provides attractive and reliable income distributions, very low volatility, diversification, and secured by real assets.
High Yield Portfolio Yield Target: 9-11% * - Medium/Long Term Time Horizon
This portfolio provides high yield potential, low volatility, and participation in real estate development
Diversified Growth Portfolio Growth Target: 9-11% * - Long Term Time Horizon
This portfolio provides long-term growth through real estate development
GEMS Emerald Portfolio Return Target: 10% plus * Short/Medium/Long Term Time Horizons
This portfolio is the first of its kind in Canada: a real estate investment portfolio, diversified by instrument, location and provider, with an environmental and socially responsible mandate.
For more information contact:
Dave Meidl
Financial Advisor
Intent Market Solutionswww.intentmarketsolutions.com
250-575-3576
Investing with Purpose
Financial Advisor
Intent Market Solutionswww.intentmarketsolutions.com
250-575-3576
Investing with Purpose
