INVESTMENTS
Creative Solutions. Expert Advice.
With our full-time financial analyst and more than 25 years of experience in the financial services industry, Hanser Securities arm clients with solid financial plans, diversified portfolios and creative income strategies. We offer a comprehensive range of investment products and a successful process for building and managing wealth. The following are features of our key investment solutions.
ETFs – An exchange traded fund (ETF) is an investment vehicle that combines key features of traditional mutual funds and individual stocks. Like index mutual funds, ETFs represent diversified portfolios of securities that track specific indexes. Like stocks, they can be bought and sold (long or short) on an exchange throughout the trading day. In addition to trading flexibility, key ETF benefits include instant diversification, tax efficiency and transparency of cost and holdings.
Private Equity Investments and Hedge Funds – With high and ultra high net worth individuals as our core clientele, Hanser Securities offers investment opportunities that are most appropriate for this group, including private equity investments (“Alternatives”) and hedge funds.
Structured Bank Notes – Offered by one of the major Canadian banks, paying monthly or semi-annual coupon payments while providing contingent protection against a moderate decline in the price performance of a basket of shares over the term of the Notes.
Stocks – Equity ownership in corporations for capital gains or dividends can play an important part in the long-term growth in an investment portfolio.
Bonds – The term fixed income investment describes a group of investments that provide a fixed-rate return for a set period of time. A common type of fixed income investment is a bond. Bonds are issued by the Federal, Provincial or Municipal governments and Federal crown corporations. Backed by the issuer, fixed income investments can be a low risk option. Your initial investment is guaranteed by the issuer with the added benefit of interest income options . Fixed income investments offer a variety of maturity and income options. Bonds can be sold at market value any time should you need access to your funds.
Mutual Funds – At Hanser Securities, our role is to find the best-in class mutual fund managers to manage and build your wealth. We provide a broad range of mutual funds to choose from including Canadian, U.S. and foreign options. We ensure clients receive expert advice and analysis to help them invest in mutual funds with a proven track record of success.
GICs – Fixed income strategies can be an important part of your investment portfolio. We will work with you to identify the best options available.
RRSPs and RRIFs – With their ability to reduce taxes, provide income and ensure money is in good supply when you retire, RRSPs and RRIFs are very popular with our clients. Our advanced technical expertise and planning strategies will help address your unique RRSP and RRIF requirements.
TFSA – This flexible, tax free savings investment tool provides a unique way to bolster your savings. Hanser will help you determine top TFSA investment opportunities.
RESP – Contributions in an RESP grow surprisingly quickly when they are invested properly. We can help you select stellar investment options for this crucial savings account that will help pay for your children’s post secondary education.
For more information, please contact Paul Habert in our office. Paul Habert is registered to offer investment advice and securities products to residents of Ontario, Alberta and British Columbia. Michael Paron is registered to offer investment advice and securities products to residents of Ontario and Alberta.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and Canadian Investment Regulatory Organization of Canada (“CIRO”). Investment services are provided through Hanser Securities, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI and covered by the CIPF. Insurance, Estate and Financial Planning services are provided through Hanser Financial. Hanser Financial is an independent company separate and distinct from ACPI.
