Who we Serve

Professional Financial Service Providers

We work with Professional Financial Service Providers so they have the opportunity to give their clients direct investment in U.S. Real Estate properties, investing alongside large U.S. Private Equity firms, Pension Funds, and Family Offices.

HNW & UHNW Families:

We work with HNW families to increase the risk adjusted returns of their investments through our combination of Global Equity and U.S. Class A Commercial Real Estate exposure.”

Investment Services

  • Discretionary Portfolio Management
  • Wealth Management Services
  • Manufacture/Distribute proprietary Private Equity & Debt products
  • Provide a Platform for independent Portfolio Managers/Advising Representatives & Dealing Representatives

Investment Products

  • Global Public Equity Portfolio
  • Exempt Market Products
  • Alternative Investments (Proprietary U.S. Class A Commercial Real Estate Fund – Private Equity)

Licensing and Registration:

Portfolio Manager & Exempt Market Dealer

Financial and Consumer Affairs Authority – Government of Saskatchewan
1919 Saskatchewan Drive, 6th Floor
Regina, Saskatchewan
S4P 3V7
www.fcaa.gov.sk.ca

Autorité des marches financiers
800 Square Victoria, 22e étage
C.P. 246 Tour de la Bourse
Montréal, Québec H4Z 1G3
www.lautorite.qc.ca

Memberships:

Private Capital Markets Association of Canada (PCMA)
First Canadian Place
150 King Street West, Suite 5700
Toronto, ON M5X 1C7

Portfolio Managers Association of Canada (PMAC)
1 Toronto Street, Suite 905
Toronto, ON M5C 2V6

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