‍‍‍‍‍‍ Using the Strategies of the Ultra Wealthy and Insti‍‍‍tutional money managers, such as pension funds, we help our business owner and professional clients build Sophisticated, tax efficient investment portfolios

• Few words on the types of offerings: Passive, hands-free Real Estate - R

  • Spanning different investment ‍‍‍styles: Commercial (offices, retail, apartment buildings, self storage), Long Term Health Care (nursing homes, senior living), Development projects, Mortgage Lending

  • And product types: REITS, MICs, Limited Partnerships (LPs)

• Investing in Private Business

  • Energy - Alternative (conservation) and traditional (oil & gas)

  • Business Lending

  • Etc.

‍‍‍ TYPES OF OFFER‍‍‍‍‍‍INGS

• Excellent option for the traditional stock and bond section of your portfolio

  High Interest Saving Accounts for Short term Savings

• GIC options for the the part of your portfolio that must be secure

  • Exellent option for Charties, Foundations, NGOs, and Condominium corporations, that have strict rules about how they can invest their money

  • Also available for Registered Disability Savings Plan accounts (RDSPs)

Our Private Capital Investments are through STEVLOC Management Inc.

‍‍‍ WH‍‍‍AT TO EXPECT

Public Market Portfolio Management through a partnership with Wealthsimple

nursing homes, sen‍‍‍ior‍‍‍ living‍‍‍

COMMERCIAL‍‍‍

LONG TERM HEALT‍‍‍H CARE

DEVELOPMENT P‍‍‍ROJECTS‍‍‍

offices, retail, apartment build‍‍‍ings, self storage‍‍‍‍‍‍

Secure options with Community Trust

WHAT TO EXPECT

MAKE SURE YOUR PORTFOLIO IS RI‍‍‍GHT FOR YOU

Our clients often have to deal with complex corporate structures, family trusts, and personal assets. That's why Tax efficiency becomes incredibly important.

We have the ability to partner with pension and tax specialists who have made avaiable customix‍‍‍ed programs for business owners.... (reference PPP material)

‍‍‍SEE IF DARRYL'S 5-STEP PROCESS IS ‍‍‍RIGHT FOR ‍‍‍YOU!

WANT TO LEARN MORE?

Everyone is different, with different s‍‍‍i‍‍‍tuations

‍‍‍ PRIVATE CAPITAL INVESTMENTS

‍‍‍ ‍‍‍‍‍‍‍‍‍PUBLIC MARKET PORTFO‍‍‍LIO MANAGEMENT

‍‍‍ ‍‍‍ SECUR‍‍‍E OPTIONS F‍‍‍OR NON PROFITS

INVESTMENTS & WEALTH MA‍‍‍NAGEMENT