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The Canadian Private Markets Playbook

A comprehensive guide to understanding private markets, evaluating opportunities, and building your allocation framework as a Canadian accredited investor.

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What's inside

  • 1.What alternative investments actually are (and aren't)
  • 2.The Canadian regulatory framework — accreditation, exemptions, and protections
  • 3.Asset class overview — private equity, credit, real estate, infrastructure
  • 4.How to evaluate fund managers and offering documents
  • 5.Portfolio construction frameworks for alternatives allocation
  • 6.Common mistakes and how to avoid them
  • 7.A decision framework for your next step