Our Structured Notes Team consists of experienced Canadian professionals with deep expertise in derivatives, fixed income, and alternative investments. We work closely with major Canadian banks and issuers to provide access to both off-the-shelf and customized structured products.
We serve accredited investors, high-net-worth individuals, and family offices clients across Canada.
Structured notes can play a valuable role in sophisticated Canadian portfolios by addressing limitations of traditional investments.
Achieve equity-like upside with buffers against downside, enhanced income, or capital protection, difficult to replicate with standard stocks, bonds, or ETFs.
Access to global markets, sectors, or themes while managing volatility and correlation to traditional assets.
Focus on high-quality Canadian bank issuers and clear understanding of payoff scenarios, fees, and early redemption implications.
Seamless coordination with Advanced Wealth Planning and Capital Markets teams for holistic solutions.
Typical Client Outcomes