Investment opportunities

Funds we manage

HOLY LAND INVESTMENT FUND

This fund offers exposure to a balance of Israeli equities and fixed income with an attractive risk/return profile. It is eligible for your RRSP or RRIF and is available to Accredited investors in Ontario, Alberta and BC.

COLUMBIA STREET CAPITAL FUND LP

This partnership aims to profit from market volatility using long, short and spread strategies in high-liquid, exchange traded instruments. It is available to Accredited investors in Ontario, Alberta and BC.

FUNDS WE RECOMMEND

SECURE CAPITAL MIC

This mortgage investment corporation (MIC) pays an 8% annual yield based on a mortgage portfolio managed by a team with more than 50 years of combined experience. This fund is available to Eligible and Accredited investors in Ontario.

ALLIANCE REIT

Alliance Alliance is focused on the acquiring and managing primarily multi-unit residential and commercial real estate in Canada. Units are available to Accredited investors in Ontario.

DO I QUALIFY?

Here are the requirements to be considered an Accredited investor:

  • An individual who, alone or together with a spouse, owns financial assets worth more than $1 million before taxes but net of related liabilities or
  • An individual, who alone or together with a spouse, has net assets of at least $5,000,000.
  • An individual whose net income before taxes exceeded $200,000 in both of the last two years and who expects to maintain at least the same level of income this year;
- OR -
  • An individual whose net income before taxes, combined with that of a spouse, exceeded $300,000 in both of the last two years and who expects to maintain at least the same level of income this year
  • An individual who currently is, or once was, a registered adviser or dealer, other than a limited market dealer
  • Financial institutions
  • Governments and governmental agencies
  • Insurance companies
  • Pension funds
  • Registered charities
  • Certain mutual funds, pooled funds and managed accounts
  • Companies with net assets of at least $5 million

Request more information about our investment opportunities