Hedging Services / Portfolio Protection

There are times when we all want to protect our assets from falling. There are efficient ways of doing this in the financial markets without selling and triggering taxable capital gains and other often costly sale commissions. In many ways, this is just a way of “seeking shelter from the storm,” either because markets are not acting well, or due to temporary personal circumstances.

Usually, the best time to get acquainted with these strategies is when they are not needed, so they can be considered with a clear head.

That is why at the Newman Group offer, we offer our clients information on how these services work, and often recommend putting in place protection facilities that can protect your portfolio from falling should you decide you want to neutralize the downside.

For a more detailed discussion please call us or read our published articles in the Globe and Mail, Report on Business, and our hedging information brochure.


Please contact us today for more information.

 

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The Newman Group is a personal trade name of Greg Newman and Allan Newman.

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