Preferred Shares: What are they and how do they fit into a well diversified investment portfolio?

January 02, 2020 | Jeremy Stephen


Share

Preferred Shares are probably the most misunderstood investment type within the fixed income basket. They are kind of a like a debenture, and kind of like a common share but not really either. For those looking to gain a better understanding of what "prefs" are and how they work, the attached document may be of interest. If you have any specific questions about this asset class or professional portfolio management in general, please feel to give our team at DS a call 250-356-3975.

 

Cheers,

 

 

Jeremy M. Stephen, BBA, CFP, CIM

Portfolio Manager and Financial Planner

The HIllyard Stephen Group

RBC Wealth Management, Dominion Securities Inc.

250-356-3975

jeremy.stephen@rbc.com

hillyardstephengroup@rbc.com

www.hillyardstephen.com