Cap Intro 2022

Always one of the highlights of WAIS Canada is the Product ShowcaseWhere End Investor Meets Manager!

Delegates have an opportunity to hear directly from alternative investment managers and exempt market issuers. Presented in 7 minute segments, this format facilitates fast acquisition of facts and allows direct access to the information you need.

This year’s segments will allow you to hear from up-and-coming products as well as more established managers.

For additional information please contact


Justin Warren, President
This email address is being protected from spambots. You need JavaScript enabled to view it.

T: 416.306.0151





As a growing leader in the world of real estate investing, Equiton makes alternative investing accessible to all Canadians and provides advisors the right tools to help them educate and service their clients. Our real estate expertise and dedication to advisors, investors and stakeholders led to the tripling of our AUM from 2019 to 2022, amidst a global pandemic. Our exponential growth is a direct result of our leadership team’s deep understanding of real estate investing and ability to navigate the industry to create long-term wealth.
We have the resources and expertise to find the right properties, perform the proper due diligence and build strong relationships with advisors. We ensure our properties continue to increase in value by actively managing each property. In essence, we know what to buy to generate value for our investors. Equiton – we see what others don’t.


Morrison Financial is a Toronto-based non-bank lender formed in 1987 and is one of Canada’s longest-standing private finance firms. With roots in traditional asset-based lending, Morrison Financial has expanded to provide mortgage financing to builders and developers and loans to condominium corporations. In its 35 years in business, Morrison Financial has advanced over $1.5 billion in commercial and mortgage financing.
Morrison Financial’s business takes a disciplined approach in lending to real estate development projects with a focus on residential construction in Ontario. These loans are financed with private and institutional money. The primary source of private money is two limited partnership funds, the Morrison Financial Senior Mortgage Income Fund and Morrison Financial Junior Mortgage Income Fund (“the Funds”).
The Funds are administered through SGGG Fund Services Inc and may be purchased through Fundserve (BEL501/BEL503) or our exempt market dealer Belco Private Capital.


Graham Banks, Senior Vice President, Morrison Financial Services Limited

Graham joined Morrison Financial in 2009 and has over 35 years’ experience in structured finance and private lending. With a primary focus on lending for construction projects in Ontario, Graham currently has oversight responsibility for new mortgage origination, loan underwriting and relations with investors in the limited partnership mortgage funds where Morrison Financial is manager. He also oversees the CondoCorp Term Financing program, one that provides term debt to condominium corporations across Canada to fund major repairs, replacements, additions, and alterations to their common elements.
Graham is a member of the CFA Society Toronto where he spent four years as a volunteer in their mentorship program, is a past director on the board of the Building Industry and Land Development Association (BILD GTA), and currently serves on the committee of adjustment for Severn Township.
He holds a Bachelor of Commerce degree from McGill University and is a Chartered Financial Analyst (CFA).


Old Kent Road Financial (OKR) specializes in providing bridge financing to small and mid-sized enterprises across Canada. Our non-dilutive financial solutions help companies manage their cash flow needs and let them focus on growing their business without giving up control.
OKR was created to address a significant lack of alternatives for companies looking for financing secured against Canadian Federal and/or Provincial government loans, tax credits or grants. OKR predominantly finances companies who have applied or qualified for Scientific Research and Experimental Development (SR&ED) tax credits however we finance other programs including:
• Scientific Research and Experimental Development (SR&ED)

• Southern Interior Development Trust (SIDIT)

• Strategic Innovation Fund (SIF)

• Interactive Digital Media Credit (IDMC)

• Canada Media Fund (CMF)

• Western Innovation Initiative (WINN)

• Sustainable Development Technology Canada (SDTC)

• Industrial Research Assistance Program (IRAP)

• Build In Canada Innovation (BICI)

"The OKR Financial family of funds will collectively have up to $90 million under management by end of 2019 with the launch of a our parallel equity fund we can offer a range of finance solutions to Canadian Entrepreneurs"

To find out more, visit our website or email us at This email address is being protected from spambots. You need JavaScript enabled to view it..


Centurion Asset Management Inc. with $1.6 billion in assets under management is one of Canada’s leading asset management companies specializing in real estate and other alternative asset classes. Centurion’s investment solutions – Centurion Apartment Real Estate Investment Trust (“REIT”), Centurion Real Estate Opportunities Trust (“REOT”), and Centurion Financial Trust (“CFiT”) – offer retail and institutional investors the opportunity to invest in diversified portfolios of rental apartments, mortgages, real estate developments, and debt instruments that deliver solid returns on their investments.

  Founded in 1997, Trez Capital is a diversified real estate investment firm and preeminent provider of commercial real estate debt financing solutions in Canada and the United States. Trez Capital offers private and institutional investors strategies to invest in a variety of opportunistic, fully-secured, high-yield mortgage investment funds and like investment assets, and provides property developers and owners with quick approvals on flexible short- to mid-term financing.
With offices in Vancouver, Toronto, Dallas, Palm Beach and Atlanta, Trez Capital has over $3.5 billion in assets under management and has funded more than 1,400 mortgages totaling more than $9.4 billion since inception.
For more information, visit

  Based in Toronto, Ninepoint Partners has assumed portfolio management of the Canadian diversified assets of Sprott Asset Management (SAM), including actively managed hedge and mutual funds, while also offering leading resource and precious metals strategies through an exclusive sub-advisory relationship with SAM. The new firm oversees approximately $3 billion in assets under management.
Ninepoint Partners is an independent investment manager committed to adding value to investors’ portfolios while helping to differentiate advisors’ businesses.
As a team, we have a long track-record of managing alternative income, real assets, and diversified core strategies. Innovative thinking, and our ability to apply it to real-world solutions, is what defines us.

Neil Ross, Managing Director, National Sales, NinePoint Partners

As the Managing Director, National Sales at Ninepoint Partners, Neil leads a national team of Product Specialists that consult with Financial Advisors on asset allocation and value added investment strategies.
Prior to joining Ninepoint Partners in September 2018, Neil Ross spent 18 years at a leading Canadian independent asset manager. In progressively senior roles, he helped propel the firm from its inception to $19 billion in assets under management.
Neil brings more than two decades of experience in the financial industry and is a proven leader with an excellent track record of meeting and exceeding sales targets.
Neil graduated with a BA in Political Science from St. Francis Xavier University.


  CI Global Asset Management (CI GAM) is one of Canada’s largest investment management companies with more than 100 investment professionals—each with extensive expertise navigating multiple markets. We offer a unique, modern lineup of traditional and alternative strategies with the performance you need to help achieve your distinct goals.

  Starlight Capital is is an independent asset management firm offering mutual funds, exchange-traded funds, private pools and structured products with a real assets focus. Our goal is to deliver superior risk-adjusted returns to investors through a disciplined investment approach, Focused Business Investing. Starlight Capital is a wholly-owned subsidiary of Starlight Investments. Starlight Investments is a private, full service, real estate investment and asset management company. The firm is driven by an experienced team of 200 real estate and investment professionals managing over $14 billion of capital on behalf of pension funds, family offices, high net worth investors, retail investors and public REITs.
Our goal is to make Starlight Capital your trusted partner for differentiated investment solutions. To that end we have leveraged relationships built over decades to provide you with best in class client service and investment management.
We think investing is about finding great businesses that will do well over long periods of time. When we find those businesses, we like to do our own analysis and when the risk/reward is favourable, we try to buy a lot of these businesses. The result is portfolios with fewer positions and less turnover.
For more information Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

  Avenue Living Asset Management, which operates as part of the Avenue Living Group, is a leading Canadian alternative asset manager with over $3.9 billion in assets under management and four alternative investment products. Avenue Living entities own and operate assets throughout Canada and the United States which support sectors essential to the everyday lives of North Americans — workforce housing, commercial real estate, farmland, and self-storage. A vertically integrated platform, access to capital, operational expertise, and a proven investment strategy serve as catalysts for continued growth.

  Canfin Wealth Management is a professional services firm offering comprehensive and integrated advice, quality products and outstanding services. Business is conducted through our Certified Financial Planners, Registered Retirement Consultants, Certified Management Consultants and Financial Advisors. Canfin operates a Mutual Funds and Exempt Market Dealership, Insurance MGA, Real Estate & Mortgage Brokerage, Estate Planning Team, Tax Specialists, and Business Consulting units. Clients can pay on a fee-for-service basis, asset-based fees, and/or traditional commission-based schedules.
If you like to work in a fast paced TEAM environment with complementary specialists to build and retain loyal long-term client relationships, then give us a call for a confidential discussion with a member of our Talent Acquisition Team at 1-877-422-6346 Ext 222 or email This email address is being protected from spambots. You need JavaScript enabled to view it..

Manny DaSilva, President, Canfin Wealth Management

Manny has over 30 years experience in the financial services industry and the last 27 years has been with Canfin Financial Group/Canfin Wealth Management. In his 30 plus years Manny has experienced a wide range of roles from being a representative to manager, and then Compliance Officer and Vice President of Marketing, Chief Compliance Officer and now President of Canfin Wealth Management. This wide range of experience allows Manny the unique opportunity to make decisions with the first hand understanding on how it will impact the representative, management and the corporation as a whole.
Manny is also the Chair of the Association of Compliance Professionals. Founded in 2000, the Association of Canadian Compliance Professionals (“ACCP”) is an organization representing individuals who have chosen compliance as their career and who are dedicated to improving compliance operations within the mutual fund dealer community.



Print   Email