Webinar explores strategies to deliver stability, income, and client confidence
This article was produced in partnership with CMI Financial Group
Canadian investors now cite the rising cost of living, market volatility, inflation and high interest rates as their top financial concerns — and nearly one-third say current market and economic conditions are causing them to invest less than usual. At the same time, diversification is on the rise: half of investors report exploring new investment opportunities over the past six months.
The takeaway is clear: it’s no longer a question of whether to move beyond traditional strategies, but how to build portfolios that can withstand shocks without constant course corrections.
As a Canadian advisor, are you equipped to give your clients what they need?
Rethinking the make-up of a resilient portfolio
This urgency is driven by the mounting pressure on traditional fixed income. Once the reliable anchor of portfolios, fixed income strategies have struggled amid low yields, rising inflation, and volatile rate swings. The pivotal year of 2022, when both equities and bonds posted negative returns, exposed vulnerabilities in classic portfolio construction and challenged the assumption that bonds always offset equity risk.
In this new environment, investors are prioritizing risk management, capital preservation, and real-world performance in times of stress. The demand for alternative solutions has never been greater — making it essential for advisors and investors alike to rethink what makes a resilient portfolio.
So, what’s an advisor’s most savvy move against this changing backdrop? An upcoming webinar, Beyond 60/40: Elevate Client Portfolios with Private Mortgage Investments, seeks to answer that question. CMI Financial Group experts Dean Brown, regional vice president, wealth advisor solutions, and Chris Baker, SVP investment sales, will explore how identifying innovative options is the way forward.
Unpacking the benefits of private mortgage investments
Integrating alternatives such as private mortgage investments is proven to strengthen portfolio resilience — and tick all the boxes for today’s investors. As a robust solution within the private credit space, mortgage investments stand out for delivering attractive risk-adjusted returns and reliable cash flow, even when markets are turbulent.
With traditional diversification strategies faltering, mortgage investments fill a crucial gap. They offer a fixed income alternative focused on capital preservation and uncorrelated returns, helping to stabilize portfolios when it matters most. Their ability to provide consistent income, often through monthly distributions, and their enhanced downside protection set them apart in the market: unlike private corporate loans, which are typically secured by revenues or receivables, mortgage investments are backed by tangible real estate assets.
Simplicity and accessibility are additional advantages. Mortgage investments are generally easier to understand and integrate into client portfolios than many other alternative assets. Liquidity terms are also more flexible. The average private mortgage term is just 12 months, and fund solutions like mortgage investment corporations (MICs) often allow redemptions on a monthly or quarterly basis with minimal notice.
With low correlation to public markets and disciplined underwriting, mortgage investments appeal to risk-conscious investors seeking downside protection. Pooled options such as Mortgage Investment Corporations (MICs) further enhance diversification and offer professional management, making them a straightforward and compelling addition to any portfolio.
Differentiating your practice in competitive times: A roadmap
A willingness to embrace non-traditional solutions is increasingly what sets a top-tier advisor apart — especially now, as two-thirds of investors (67%) say expert guidance is more important than ever amid economic uncertainty. This upcoming webinar, designed for Canadian professionals, introduces private mortgage investments as a powerful tool to help advisors meet growing client demand for innovative strategies and deliver resilient, reliable returns.
The session will explore how private mortgage investments can be integrated into a modern advisor’s toolkit, complementing traditional strategies. Leading experts will share actionable insights to help you deliver the enhanced portfolio stability your clients are searching for.
Are you ready to expand your value proposition and differentiate your practice in an increasingly competitive wealth management landscape? Secure your spot today.
