Our high net worth planning is for clients who's portfolios exceed $1 million in investment assets. Our unique offerings include high yield investments paired with unlimited deposit insurance through proprietary products.
The investments offered are scrutinized individually by our in-house Portfolio Managers and Chartered Financial Analyst's (for more information on the CFA designation, click here). They have a dynamic and stringent due-diligence process used to assess every aspect of an opportunity. They insist on receiving access to financial statements, staff, clients, accountants and lawyers - if they can't see how an investment works and understand its business case, it doesn't make the cut.
Our strategies show you how to remove your portfolio from the volatility of the public market.
The demonstrated success of the firms we work with in Private Lending, Land Banking, Real Estate Development and Private Equity Arrangements in local Western Canadian and North American businesses will allow you to participate in exclusive investments alongside 50 to 50,000 investors and from $5 Million to $3 Billion in size.
Our philosophy is this: When you do well, we do well. Preservation of your capital is paramount to your financial success. reduces needless layers of management. Not only is management lighter, but many of the offerings we participate in are strictly performance based. With the management poised to win alongside the investor you ensure your best interests are met.
To obtain performance information on investments and discuss which may suit your situation best, call or email us today.