Blog

The Exempt Market

Under provincial laws, an entity that issues securities (i.e. shares, partnership units, trust units) is required to prepare, file, and distribute a prospectus each time that the entity raises money. However, the cost of producing and distributing a prospectus is extremely expensive and is impractical in many cases. Consequently, regulators have introduced exemptions to the prospectus requirements to allow our businesses to start and grow.

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Why does Kaleido have an Outsourced Chief Investment Officers?

Institutions that cannot build an internal investment team because of asset size, are now adopting a new program – bringing in an experienced manager to oversee the asset allocation and investment program. These professional and highly skilled managers are known as “Outsourced Chief Investment Officers” (“OCIO”).

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Market Anxiety – Are you aware?

Selection of market observations – are public market securities becoming too expensive?

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Who is Kaleido?

In simple terms, Kaleido is committed to pursuing solutions to the ever-growing challenges people face each day in planning and securing their future. Our name is derived from a Kaleidoscope which has many mirrors; representing the diversity of the many services and products Kaleido offers in an attempt to provide the needs our clients seek each day.

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