About

Duane Francis offers professional financial planning services to Canadians, servicing Ottawa, as well as other locations across Canada. We will help you to apply discipline and focus in order to achieve your financial goals.

Contact Info
  • 1565 Carling Ave. Suite 610
    Ottawa, ON
  • phone: (613) 728-0101
    fax: (613) 728-4075
Get In Touch

Private vs. Public Investing

Why Private Investing?

 

Wealth is created not only in the public markets, but also by private businesses. The Canadian Exempt Market raised $149 billion in capital in 2011 alone. The world’s most successful institutions and high net worth investors have been investing in this space for generations and have achieved above average rates of return utilizing an asset mix combining traditional and private and alternative investments.

The largest and most successful institutions in the world like the Canada Pension Plan (CPP) which manages over $183 Billion for the benefit of every Canadian has altered their asset mix in recent years to include private/alternative investments.

Invest like the most successful institutions and high net worth investors. Look at the results:


* As at June 30, 2015, Harvard Endowment 2015 Annual Report
** As at June 30, 2015, The Yale Endowment 2015 Annual Report
*** As at June 30, 2015, Bloomberg

Canada Pension Plan (CPP) current mix:



Other Institutions like Yale, Harvard, Ontario Teachers’ Pension plan have all expanded their mandate to include private and alternative investments and have achieved significant returns.


As at target 2016
Source - Harvard Investment

As at Jun30, 2015
Source - Yale Investment