{"id":942,"date":"2026-06-11T14:21:21","date_gmt":"2026-06-11T14:21:21","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/?page_id=942"},"modified":"2026-06-15T15:40:02","modified_gmt":"2026-06-15T15:40:02","slug":"structured-notes-team","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/structured-notes-team\/","title":{"rendered":"Structured Notes Team"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"942\" class=\"elementor elementor-942\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6c365aa e-flex e-con-boxed e-con e-parent\" data-id=\"6c365aa\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bfb7bd7 elementor-widget elementor-widget-heading\" data-id=\"bfb7bd7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">STRUCTURED NOTES TEAM\u200b<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1cd9019 e-flex e-con-boxed e-con e-parent\" data-id=\"1cd9019\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-a04db24 e-con-full e-flex e-con e-child\" data-id=\"a04db24\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d49b98a elementor-widget elementor-widget-text-editor\" data-id=\"d49b98a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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.<\/p><p>We serve accredited investors, high-net-worth individuals, and family offices clients across Canada.<\/p><p>Structured notes can play a valuable role in sophisticated Canadian portfolios by addressing limitations of traditional investments.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Providing Tailored Risk-Return Profiles<\/strong><\/span><\/h2><p>Achieve equity-like upside with buffers against downside, enhanced income, or capital protection, difficult to replicate with standard stocks, bonds, or ETFs.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Improving Diversification<\/strong><\/span><\/h2><p>Access to global markets, sectors, or themes while managing volatility and correlation to traditional assets.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Managing Credit &amp; Market Risks<\/strong><\/span><\/h2><p>Focus on high-quality Canadian bank issuers and clear understanding of payoff scenarios, fees, and early redemption implications.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Integrating with Overall Wealth Plan<\/strong><\/span><\/h2><p>Seamless coordination with Advanced Wealth Planning and Capital Markets teams for holistic solutions.<\/p><p>\u00a0<\/p><p><strong>Typical Client Outcomes<\/strong><\/p><ul><li>Potential for higher income or growth than traditional fixed income<\/li><li>Controlled downside exposure in uncertain markets<\/li><li>Greater portfolio customization and diversification<\/li><li>Better alignment between market views and investment results<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>STRUCTURED NOTES TEAM\u200b 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 [&hellip;]<\/p>\n","protected":false},"author":193,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-942","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/pages\/942","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/users\/193"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/comments?post=942"}],"version-history":[{"count":25,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/pages\/942\/revisions"}],"predecessor-version":[{"id":1043,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/pages\/942\/revisions\/1043"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/wp-json\/wp\/v2\/media?parent=942"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}