Frequently Asked Questions
- Why do you not sell mutual funds or stocks?
We believe that there are other investments that have potential to make consistent returns. We have chosen to provide our clients with possible alternative investments that can complement their existing investment portfolios.
- Why do you sell only in the provinces of British Columbia, Alberta and Manitoba?
Our investment products are typically offered through Offering Memorandums (OMs). The OMs dictate which provinces in which we can sell our products.
- How does Citrine Investment Services Ltd. select its investments to sell?
Your investment portfolio should have a mixture of investments that are right for you. The investments that we choose lean towards growth and income. We evaluate investments based on the principals' track record, the calculated risks and the attractiveness of the returns. There is no guaranteed way to evaluate all investments. However, we utilize other resources to check various elements of any deal.
- How often do the product offerings change?
Each investment has a predetermined amount of time it may be offered. It has been our experience that most of the investments are available for approximately three to six months from the release date of the Offering Memorandum. Shorter times may happen depending upon the desirability of the investment in the marketplace.
- Why should I purchase land investments?
Land investments are typically a longer term investment. Most companies purchase land with a buy-and-hold strategy. This allows for the land to appreciate and the profits are often shared with the investors (and often have double digit returns).
- Why should I consider purchasing bonds?
Bonds often offer an attractive return that is usually paid out quarterly or monthly. In return for the use of money, investors are paid at rates that may exceed institutional returns.
- Does Citrine Investment Services Ltd. do financial or tax planning?
No, we do not specialize in financial or tax planning. We can recommend other professionals that are experts in that specialization. - How will I know if the investment is right for me?
We will provide you with information that will assist you in your decision making process. During this discovery process, we will suggest investments that may complement your existing investment portfolio. You will also be provided with copies of the Offering Memorandums to review. You are encouraged to seek other professionals' advice regarding the fit of any investment to your needs.
If you have additional questions, please contact us. |
