We have a wide range of growth and income products in a variety of asset classes including but not limited to real estate, financial, energy, technology etc. Here we list our featured products only please contact us for a full list of offerings based upon your individual risk tolerance, time horizon and objectives.

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Portfolio Income Fund II

  • Express Car Washes in US
  • Target 10% per year Cashflow
  • Quarterly distributions
  • CAD RRSP/TFSA eligible
REQUEST A BROCHURE
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Petrocapita Income Trust

  • Opportunistic Oil Investment in Alberta/Saskatchewan
  • Target 9% per year Cashflow
  • Growth Equity Opportunity
  • CAD RRSP/TFSA eligible
REQUEST A BROCHURE
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Sussex Vineyards Community Kelowna Trust

  • Senior Living / Memory Care Facility
  • Growth Equity Opportunity
  • CAD RRSP/TFSA eligible
REQUEST A BROCHURE
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Walwyn Properties II LP

  • Commercial Real Estate in Western Canada
  • Long term income
  • Tax advantages
  • Growth Equity Potential
REQUEST A BROCHURE

Please do not hesitate to contact us regarding any featured opportunity and we will send you detailed information and can arrange a personal presentation

Nothing contained on this website is, or shall be relied upon, as a promise, guaranty, representation or warranty, specific or implied, as to future performance of the investment. The forward-looking statements contained in this website are expressly qualified in their entirety by this cautionary statement. The forward-looking statements made herein are made as of the date hereof, and the Fund does not undertake any obligation to update such statements to reflect any new information, subsequent results or events or otherwise. The website does not, and is not intended to, provide any financial, legal, accounting, or tax advice, and must not be relied upon by you in that regard. The website should not be used, or relied upon by you, as a substitute for your independent research or consultation with your own financial, legal or tax advisors. This website does not constitute an offer to see or solicitation to buy securities . Any information contained on this website may change at any time without notice. Please refer to the Offering Memorandum and or Limited Partnership Agreement for full disclosure of the investment.