Investments and Alternative Markets
Our Investment Solutions
At Rostan Financial Group, we offer a structured and diversified approach to maximize the growth and protection of our clients’ wealth. Every investor has unique needs, which is why we have designed offerings tailored to different profiles and investment horizons.
Our investment solutions are organized into three main structures, allowing everyone to access both traditional and alternative financial markets based on their objectives:
Distinct Funds – Capital security and protection, combined with growth.
Mutual Funds – Diversification and accessibility to financial markets.
Exempt Market – Exclusive opportunities and advanced strategies for qualified investors.
Within these structures, we integrate a wide range of financial products tailored to the needs of each investor:
- Index Funds: Passive investment replicating the performance of stock market indices.
- Money Market Funds: Liquid and secure short-term investments.
- Fixed Income Funds: Investments in bonds and securities with stable returns.
- Equity Funds: Portfolios focused on company stocks, with either active or passive management.
- Real Estate Investment Funds (REITs): Access to the commercial and residential real estate market.
- And much more…
Finally, these investments are accessible through various investment vehicles, which allow for optimized taxation and capital management:
- RRSP (Registered Retirement Savings Plan): Tax deferral and tax-sheltered growth.
- TFSA (Tax-Free Savings Account): Growth and withdrawals without tax impact.
- RRIF (Registered Retirement Income Fund): Conversion of RRSP into retirement income.
- IPR (Individual Pension Plan): Retirement solution for entrepreneurs and self-employed individuals.
- RESP (Registered Education Savings Plan): Capital accumulation to fund post-secondary education.
Our Investment Structures
Distinct Funds – Financial Security and Protection
Distinct Funds are exclusive investment solutions offered by insurance companies, allowing you to benefit from market growth while enjoying capital protection and succession advantages.
Why Choose Distinct Funds?
- 75% or 100% Capital Guarantee at Maturity or Upon Death.
- Creditor protection, ideal for entrepreneurs and self-employed individuals.
- Simplified estate transfer, avoiding probate fees.
- Professional management, combining flexibility and security.
Products Available in Distinct Funds:
- Distinct Index Funds: Replicate stock market indices with partial capital protection.
- Distinct Money Market Funds: Liquid and secure short-term investments.
- Distinct Fixed Income Funds: Investments in bonds with capital protection.
- Distinct Equity Funds: Equity investments while benefiting from partial protection.
- Fonds de placement immobilier distincts : Accès au marché immobilier avec la sécurité des fonds distincts.
- Ideal for cautious investors seeking growth with built-in security.
Mutual Funds – Diversification and Access to Markets
Mutual Funds offer professional management and advanced diversification, allowing you to invest in various markets without having to manage your investments yourself.
Why Invest in Mutual Funds?
- Optimal diversification, with exposure to stocks, bonds, and real estate markets.
- Active or passive management, depending on the chosen investment strategies.
- Flexibility and accessibility, tailored to all investor profiles.
- Tax optimization, based on the investment vehicle used.
Products Available in Mutual Funds:
- Index Funds: Passive strategies that replicate stock market indices.
- Money Market Funds: Low-risk investments with stable returns.
- Fixed Income Funds: Investments in bonds to generate regular income.
- Equity Funds: Investments in listed stocks, with either active or passive management.
- Real Estate Investment Funds (REITs): Exposure to commercial and residential properties.
- ESG and Ethical Funds: Responsible investments focused on sustainable development.
Access the world’s largest portfolio managers
Access to the expertise of global financial institutions
Although Rostan Financial Group Inc. is not yet a registered collective savings broker, we have established a strong relationship with Sentinel Financial Group. Through this partnership, our advisors have access to in-depth expertise and strategic resources from Sentinel Financial Group, allowing them to offer more flexible and independent investment management.
Exempt Market Investments – Access to Exclusive Opportunities
The Exempt Market includes private and alternative investments, reserved for qualified investors. These investments provide access to potentially high returns, while diversifying a portfolio beyond public markets.
Why invest in the Exempt Market?
Investing in the exempt market provides access to exclusive opportunities outside public markets, often with high return potential. This market offers increased diversification through investments in growing companies, private funds, and alternative assets. It is particularly suited for sophisticated investors seeking less accessible but potentially more lucrative opportunities.
- Access to private investments not available on traditional markets
- High return potential, often exceeding that of publicly traded investments
- Low correlation with financial markets, providing better diversification.
- Strategies tailored for experienced investors looking to maximize their capital.
Products available in the Exempt Market:
- Private Index Funds: Track stock market indices through unlisted investments.
- Private Money Market Funds: Secure investments outside of the traditional market.
- Private Fixed Income Funds: Private bonds offering higher returns.
- Private Equity Funds: Investments in privately held companies, offering strong growth potential.
- Private Real Estate Investment Funds (Private REITs): Access to institutional and commercial real estate.
- Private Equity Funds: Investments in high-growth companies.
- Private Debt Funds: Loans to businesses with a guaranteed return.
- Hedge Funds: Advanced asset management strategies.
- Structured Products: A combination of stocks, bonds, and capital protection strategies.
- Ideal for qualified investors seeking unique opportunities with high return potential.
Although Groupe Financier Rostan Inc. is not yet a registered dealer in the exempt market, we have established a strong relationship with Groupe Financier Sentinel. Thanks to this partnership, our advisors have access to in-depth expertise and strategic resources from Groupe Financier Sentinel, enabling them to offer more flexible and independent investment management.
Aerospace
Cryptocurrency
Dentistry
E-commerce
Energy
Warehousing
Gaming
Real Estate
Industrial
Mining
Business Turnaround
Technology
Partnership
Why choose Groupe Financier Rostan?
- A personalized approach, based on your risk tolerance and objectives.
- Access to the best market solutions, whether traditional or alternative.
- Optimized management, aligned with your investment horizon.
- Advanced expertise, enabling smart and high-performance diversification.
Groupe Financier Rostan, Because Your Investment Deserves the Best
With Groupe Financier Rostan, access a robust and tailored investment structure :
- Secure your capital with Distinct Funds.
- Maximize your diversification with Mutual Funds.
- Take advantage of exclusive opportunities with the Exempt Market.
Contact us today to structure your portfolio and achieve your financial goals.