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Always one of the highlights of WAIS Canada is the Product Showcase – Where End Investor Meets Manager!
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Ardenton is a global private equity corporation, focused on meaningful business partnerships and long-term growth. Investing alongside passionate owners and management teams, Ardenton acquires controlling stakes in profitable, well-established, cash-flowing mid-market private businesses. Ardenton’s niche is the underserviced, lower third of the mid-tier private business market ($3 - $10 million EBITDA) in North America and Europe. The Ardenton Operating System is a proprietary approach to business improvement and strategic growth which works to remove constraints for Ardenton’s business partners and provides operating and financial support with a long-term view on value creation. Acquisitions are organized across a number of distinct business platforms each of which is to be developed into a stand-alone business as it achieves critical mass. Ardenton has offices in: Canada (Vancouver, Edmonton, Toronto, Guelph), U.S.A (Dallas, Philadelphia, Chicago) and U.K. (London, Manchester) and continues to expand its global footprint. |
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Doug Zabkar Chief Financial Officer, Ardenton Capital Corporation Doug’s primary role is to support Ardenton’s Business Development activities including raising capital and product development. |
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Arrow Capital Management, an independent, employee-owned investment firm founded in 1999, has successfully navigated clients through all types of market conditions. |
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Ahson Mirza Portfolio Manager, Arrow Capital Management Ahson Mirza is a Portfolio Manager at Arrow Capital Management, he joined the firm in 2016. Ahson co-manages the Exemplar Growth & Income Fund, Arrow Performance Fund and Arrow Global Growth Fund. Prior to joining Arrow Capital, Ahson worked for Timelo Investment Management in Toronto and Formula Growth Limited in Montreal as an Investment Analyst. Ahson graduated from McGill University in 2010 with a Bachelor’s Degree in Electrical Engineering and a minor in Finance. |
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Jason Jogia CIO, Avenue Living Asset Management & CEO, Avenue Living Real Estate Opportunity Trust Mr. Jogia has over a decade of experience in the real estate financing industry. Most recently he led the management of a $1.5 billion real estate lending portfolio at a major Canadian bank. He has extensive experience in both interim construction and long term financing on various real estate asset classes, with publicly traded investment grade clients and top tier developers. He has originated and structured over $10 billion in real estate loans. Mr. Jogia obtained his MBA from the University of Calgary, and his Masters of Corporate Finance at SDA Bocconi in Milan, Italy. |
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Peter Jarman Partner, VP Capital Markets, Axcess Capital Advisor Peter Jarman is a Partner and the VP Capital Markets at Axcess Capital Advisors, an Investment Fund Manager and Exempt Market Dealer founded in 2002. Peter is an engaging speaker and writer, and was published on the subject of real estate in mixed asset portfolios, in Taxation, Valuation and Investment Strategies in Volatile Markets, Carswell (2010). Peter consults with private market issuers and supports capital formation and is a Member of the Alberta Chapter Executive, Private Capital Market Association. |
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Our specialty is in finance and restructuring which greatly benefits our clients as it allows us to better understand both overall financial strategies and tax implications with each scenario. We will take care of all research and calculations on your behalf to provide you with intelligent financing solutions to help you achieve your goals. |
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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. |
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Andrew Branch Associate Director of Sales, Centurion Asset Management Inc.
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Coincapital strives to be the leader in technology investing by providing our clients with a broad suite of investment offerings related to growth and emerging technologies, including blockchain, cryptocurrencies, and other related themes. |
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Lewis Bateman Chief Business Officer, Coinsquare Lewis Bateman is Chief Business officer of Coinsquare, focusing on business development, corporate strategy, and managing Capital Markets, Custody and Asset Management. He also serves as the CEO of Coin Capital Investment Management, a subsidiary of Coinsquare and Canada's leading dedicated technology-sector asset manager. |
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Cranson Capital Cranson Capital Securities Inc. is an exempt market dealer focused on helping investors build wealth through private placements. Whether high yield, capital appreciation or capital preservation, Cranson Capital sources, structures and underwrites investment opportunities to meet different investor objectives. |
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Devon Cranson Founder and President, Cranson Capital Securities Devon Cranson is the Founder and President of Cranson Capital Securities, an Exempt Market Dealer and boutique investment banking firm which sources, structures and raises capital from accredited investors for private placements in real estate, growth companies and financial services.
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First Block Capital is Canada’s first fully regulated PM, IFM and EMD crypto investment firm. FBC provides a diversified on-ramp for exposure to the digital currency asset class. Our investment interests range across the cryptocurrency and blockchain space, facilitating direct investment in cryptocurrency itself and investment in companies creating, implementing and adopting blockchain solutions. They facilitate investor access to a variety of blockchain investment strategies. Products include Canada’s first Bitcoin Trust, ETFs and direct exposure to the top 10 cryptocurrencies through regulated hedge fund platforms. The company was founded by technology entrepreneurs committed to helping investors capture the value to be derived from the disruptive technologies built on Blockchain technology. Their diverse team consists of people with a variety of professional backgrounds including technology, finance and compliance. In addition, FBC leverages the expertise of external partners to help identify new opportunities for investment and growth. First Block Capital facilitates investor access to a variety of blockchain investment strategies. Products include Canada’s first Bitcoin Trust, ETFs and direct exposure to the top 10 cryptocurrencies through regulated hedge fund platforms. |
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Sean Clark Founder & CEO, First Block Capital Inc. Mr. Clark is an experienced technology entrepreneur, and Co-Founder and CEO of Hut 8 Mining Corp. He is also Co-Founder and Director of First Block Capital, Canada’s first fully regulated cryptocurrency investment firm, and Co-Founder and Director of First Coin, an international ICO advisory firm. He started his career in 2008 as analyst for Deloitte. From 2010 to 2011 he led Coastal Contact’s Australian operations where he was able to increase the company’s sales by 10X in just over a year. He then founded Shoeme.ca in January 2012, which he sold to Shoes.com in 2014 where he became Chief Revenue Officer and achieved over $300M in revenue. Mr. Clark was in the Business in Vancouver Forty under Forty list in 2015, the winner of STARTUP 50 in 2016 and the winner of EY Entrepreneur of the Year award in 2016. |
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ICM Asset Management is a registered alternative investment fund manager and portfolio manager focused on owning, operating and investing in real assets. We offer retail, private client and institutional investors an array of private investment opportunities focused on real estate, private equity, private debt and infrastructure strategies. Our goal is simple: We strive to preserve wealth and generate attractive risk-adjusted returns, while providing the highest level of client service.
ICM’s latest offering, ICM Property Partners Trust is an open-ended real estate investment that aims to preserve capital, deliver income and achieve strong growth through diversified and tactical allocations to exclusive real estate opportunities in investment grade markets in the U.S., Canada and Mexico. Some of the macro trends that are shaping real estate investment today include:
The Trust has a quarterly distribution target of 5.0%-7.0% per annum depending on the series of units and a target total return of 9.0%-12.0% per annum, depending on the series of units and the distribution reinvestment strategy selected. |
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Partner, Managing Director & Portfolio Manager, ICM Asset Management |
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Indigoblue Capital Corporation is proud member of the Indigoblue Group of Companies. The group consists of an Exempt Market Dealer, a real estate Law Firm and a Media and Events company. Indigoblue MIC is primarily focused on residential mortgage opportunities that fill the gap created by tighter lending guidelines at traditional banks and trust companies. Guided by corporate governance and strategic knowledge provided by highly seasoned Advisory Board, Indigoblue MIC is led by a team of industry veterans who have previously managed and guided operations of highly efficient alternative lenders in the Canadian marketplace. With over $10 million in AUM, Indigoblue MIC is founded upon three fundamental principles; Stewardship, Consistency and Service. These three pillars ensure that our investors are protected while benefiting from above average returns with consistency. The chart below profiles the performance of Indigoblue MIC as of fiscal 2018. |
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Harry Singh CEO, Indigoblue Capital Corporation Harry has worked in the mortgage industry for over 20 years. Over that time, Harry has held several senior level roles with various financial institutions in Canada. Harry launched successful mortgage products for various brokerages as Vice President at Paradigm Quest and led a team of over twenty Business Managers across Canada at Equitable Bank as a Director. In addition, Harry is a part time professor at Seneca College). In 2012, Harry was appointed a Director on Independent Mortgage Brokers Association’s (IMBA) board. Harry completed his final term with IMBA, presently known as CMBA Ontario, in 2017 as Treasurer. Harry was the recipient of the 2014 and 2016 President’s Award and was inducted into the associations Hall of Fame for his exemplary work on education and professional development in 2017. Harry holds a degree in Economics, a graduate degree in Business Administration and the CRM designation. |
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Founded in 2005, Invico Capital Corporation is a Calgary, Alberta based alternative investment fund management firm providing alternative investing and financing solutions. |
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Goran Bodiroga Associate Director, National Sales, Invico Capital Corporation Goran Bodiroga joined Invico Capital Corporation on June 2018 as Associate Director, National Sales. He has over 15 years of experience in the financial services industry with various roles within the industry. Goran has held sales roles with various organizations with the most recent being with an alternative asset management firm as Associate Vice President. He has also held roles with two leading Canadian banks with roles on the sales side and also on the support side. Goran is a graduate from the University of Toronto. |
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Lawrence Park Asset Management (“LPAM” or “Lawrence Park”) is an independent investment management firm based in Toronto, Canada. LPAM is dedicated to creating world class alternative investment products specializing in Fixed Income and Credit. |
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Conner Sura Director Business Development, Lawrence Park Asset Management
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Newlook Capital is a private equity firm that currently has 4 industry-specialized funds available to the retail and institutional markets. Each fund has its own focused, experienced, and aligned management, and a defined strategy. Investing throughout Canada and the U.S. with a preference for companies that exhibit a solid tangible assets base, Newlook Capital is focused on and current holdings include; multifamily real estate and services in the U.S., industrial services in Canada and the U.S., dental practices, and QSR in Canada. Currently open for investment is Newlook’s Industrial Services Fund II ($100M max offering). Newlook’s Dental Services Fund ($120M max offering) will be open for investment in the fall. |
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Gavin Treanor Vice President of Sales, Newlook Capital Inc. Mr. Treanor is Vice President of Sales at Newlook Capital. Mr. Treanor is an Aerospace Engineer by training, having started his career with Rand Worldwide and quickly moved to Country Manager running the Asia-Pacific division based in Australia. Mr. Treanor then founded a Merchant Banking firm focused on identifying and developing strategic metals for B.R.I.C. Countries and had offices in Australia, China and Africa. In the last 10 years, he has founded, raised substantial capital and sold several entities operating in Africa, Asia and North America. Mr. Treanor brings a wealth of knowledge and experience in the capital markets, asset management, mergers, and acquisitions to the Newlook Team.
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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. |
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Nick Kyprianou President & CEO, RiverRock Mortgage Investment Corporation Nick is a seasoned executive with over 30 years of experience in the mortgage industry. Prior to founding RiverRock in 2014, Nick was the CEO at Equity Financial Trust. Before joining Equity Financial, Nick was the President and also a director at Home Trust Company for over 18 years, where he was instrumental in the company’s national expansion, mortgage growth and operations. Nick obtained his degree from McMaster University in 1986, has completed the Executive Program at the Queen’s School of Business as well as the Institute of Corporate Directors Program at the Joseph L. Rotman School of Business.
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Northern Coast Strategic Fund (“NCSF”) is an asset-backed, fixed income issue designed to be a “strategic” portfolio diversification tool. The fund’s residential-only, single-family-only, non-GTA mortgage strategy is ideal for investors looking to diversify an existing real estate portfolio, and NCSF’s 8% fixed interest rate is paid monthly to meet an investor’s need for regular cash flow. Northern Coast’s “manage the manager” strategy gives investors the best of two Worlds: proven Asset Managers to balance risk and return, and an investor-centric structure to maximise yield and liquidity. As such, NCSF’s mortgage origination and administration is overseen by Blackhawk Consulting (arm’s length to NCSF), with a proven CAD$300 million in mortgage administration in the past 12 years. Each mortgage is further vetted and ultimately approved by our internal Risk Manager, Daryl Ching, CFA. NCSF Series “A” Bonds (Fundserv: RBS-401) are available to all investors under applicable O/M exemptions, and NCSF Series “A” Preferred Shares are available to qualified accredited investors who require a more tax friendly structure and a more generous 10% yield. NCSF has no management fees, and commissions are paid by Northern Coast, not investors. |
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Thomas Jones President, Northern Coast Financial Thomas Jones is the President of Northern Coast Financial, a firm specializing in the manufacturing of alternative investment products for retail investors, and the manufacturer of Northern Coast Strategic Fund, a fixed income, mortgage-backed issue. An entrepreneur at heart, Tom is unafraid to rethink traditional asset management models to create structures that place the investor first. His strong track record in closing complex transactions and his solid communication skills are the foundation of his “win-win” philosophy, which promotes sustainable profit models for all stakeholders. Before founding Northern Coast in 2012, Tom spent 3 years as an Investor Relations Manager, was a senior manager at a Montreal-based technology company specialized in custom internet applications for the financial sector for nearly 8 years, and founded the predecessor to Northern Coast, a real estate development company specialized in non-subsidized affordable housing in Mexico and Florida (post-financial crisis). |
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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. • 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 www.okrfinancial.com or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.. |
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Dr. Jason Neale Partner, OKR Financial Dr. Jason Neale is a serial entrepreneur, turnaround expert and technology executive. Jason has a real love for starting new ventures, turning around struggling companies, developing novel technology and managing fast growing opportunities. Direct experience of raising Government funding and equity (circa $200 million), buying and selling technology and other operating businesses (7), business turnarounds (7), winning major contracts ($100+ million) and the sale (5) of technology companies, in part or whole.
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Prestige Capital Inc. provides hospitality investment opportunities by developing or buying globally recognized internationally branded hotels. We target economically strong and growing major urban centres in North America. Our hotels are professionally managed; resulting in efficient, modern, and profitable operations. |
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Curtis Potyondi President, Prestige Capital Inc. Curtis has over a decade of experience in the private capital markets and has successfully created and executed offerings for numerous real estate backed investments. He is a recent nominee of the Ernst and Young Canadian Entrepreneur of the Year Award (2017). Curtis is also an experienced private capital director and serves on the board of the Private Capital Markets Association of Canada (PCMA), and previously with the National Exempt Market Association of Canada (NEMA). As President of Prestige Capital, he is also a director of Prestige’s new Hotel Opportunity Fund; a private capital firm which specializes in hospitality. Curtis brings insight, energy and a positive work ethic to all projects that he is involved with. He is a strong believer that successful projects always create a win-win outcome for stakeholders. |
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Pulis Investments is a multi generational family owned private firm committed to generating strong returns through prudent real estate investing. |
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Brian Pulis Co-Founder & CEO, Pulis Investment Brian ran several successful retail and service companies before turning his attention in 2002 to building a solid-performing portfolio of multi-family residential properties in strategic Ontario markets. |
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Red Jacket Capital Inc. is an OSC-regulated Portfolio Manager, Commodity Trading Manager, Investment Fund Manager and Exempt Market Dealer. The firm was founded in 2011 by its owner/operators, Ken McCord and Dave Sanderson. Both Ken and Dave are OSC-registered Portfolio Managers. Ken has been in the investment industry for 25 years having served in executive roles with the likes of Invesco and Horizons ETFs. Dave started as a corporate lawyer with Stikeman Elliott before moving to asset management and was also Branch Manager of the Nesbitt Burns office in London. Red Jacket has expertise in alternative strategies with unique tax attributes and believes that the best and easiest way to improve portfolio performance is through market and tax arbitrage. |
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Ken McCord CEO, Portfolio Manager, Red Jacket Capital Inc. A seasoned financial services executive with over 25 years’ experience. A registered portfolio manager with the Ontario Securities Commission, Ken’s skills and experience allow him to identify risk and return opportunities with investment structures, products, solutions and transactions. Ken has significant experience with both large enterprises and entrepreneurial environments. Ken co-founded Red Jacket in 2011, and along with Dave Sanderson, completed a management buyout of the company in 2017.
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RISE Properties Trust is a non-traded Canadian REIT focused on the US multifamily sector. Through management’s existing business platform and fully integrated operations, the Trust aims to acquire underperforming rental apartment properties and improve their operations, cash flow, and value. Targeting exclusively primary markets, the initial acquisitions were in Seattle, Washington. |
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Leslie Toth Vice President of Sales and Marketing, RISE Properties Trust Leslie has over 23 years of experience working in the financial services industry, specializing in life insurance, living benefits, succession planning, and legacy planning, Leslie has trained and motivated hundreds of new agents and previously managed a very successful agency. Since 2006, Les has been an executive consultant to several small and medium size corporations on business development, sales and marketing, operations, risk management, and international relations. Les is also a partner in a Multi Family office specializing in private equity, with a strong focus on real estate. In his current assignment, Leslie is overseeing RISE’s fund raising through all distribution channels across Canada. |
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Founded in 2010, Rivemont is a portfolio management firm offering innovative investment strategies to investors seeking solid returns with an effective management of the markets’ volatility. At Rivemont, we offer the following investment strategies:
The Rivemont Crypto fund is the only actively-managed cryptocurrencies fund in Canada and the fund with access to the widest selection of cryptocurrencies for the composition of its portfolio. We trade: Bitcoin (BTC), Ethereum (ETH), Litecoin (LTC), Ripple (XRP), Bitcoin Cash (BCH) and Ethereum Classic (ETC). |
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Martin Lalonde Founder, President and Portfolio Manager, Rivemont Martin Lalonde is founder, President and Portfolio Manager of Rivemont. He has many years of experience in the financial markets. Before founding Rivemont Investments, he was a senior investment, mergers and acquisitions analyst for a major Canadian organization. As Portfolio Manager, Mr. Lalonde is responsible for all the strategies of the firm. In that role, he is responsible for the construction of the portfolios including determining the allocation between the different asset classes and the selection of securities. Mr. Lalonde holds a Master’s Degree in Business Administration (MBA) from the University of Ottawa with specialization in international trade from the École supérieure de commerce of Reims, in France. He also holds the title of CFA (Chartered Financial Analyst) and is an active member of the Ottawa and Montreal CFA Societies. |
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YTM Capital Asset Management Ltd. is a conservative debt-focused fund manager. Capital preservation is our primary objective. We create value through non-traditional investment strategies in inefficient markets, capitalizing on opportunities for superior returns at acceptable levels of risk. Our investment and asset management expertise, coupled with sound ethics and transparency, provide an excellent foundation for financial growth. |
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Daniel Child Founder, YTM Capital Management Ltd. YTM Capital was founded by Daniel Child CPA, CA, CFA, who has 25 years of financial markets experience. Daniel spent nearly 15 years as a bond trader with CIBC Wood Gundy and then Scotia Capital, where he was a Managing Director, Head Corporate Bond and MBS Trader. He was directly responsible for managing a $1 billion portfolio of corporate bonds, including public and private investment grade and high yield bonds, asset backed securities and both mortgage backed securities and commercial mortgage backed securities, distressed debt, and preferred shares. Daniel is a graduate of the Ivey Business School and is a Chartered Accountant as well as a Chartered Financial Analyst. |
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