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As a boutique alternative investment manager, Invico Capital’s mission is to capture unique private investment opportunities that provide investors with diversification from public markets and assists with stabilizing portfolio returns over the long term. Invico Diversified Income Fund (“IDI Fund”) is a portfolio of high yield lending and investment opportunities; a private investment offering focused on generating monthly income through a diversified portfolio, with asset collateralization or direct ownership in private assets. We target an 8%-10% preferred return plus potential profit sharing.

Invico was recently recognized by the Canadian Hedge Fund Awards in 2019, with the IDI Fund’s five-year track record placing 2nd in the Private Debt category. The IDI Fund achieved a 12.2% annual return over this period (Class F).

Founded in 2005, Invico Capital Corporation is a Calgary, Alberta based alternative investment fund management firm with approximately $500 million of private capital under management and approximately 10,000 investors. Invico was formed with the objective of creating an alternative investment fund management firm based on successful long-term relationships, hard work, careful analysis and focused decision-making.

For more information, visit: www.invicocapital.com

Carte Financial Group is comprised of two companies; Carte Wealth Management, a mutual fund and exempt market products dealer, providing mutual fund investment solutions, and Carte Risk Management, an insurance managing general agency, providing life insurance products and services and segregated fund investment solutions, both with reach across Canada and rapidly expanding.

Our firm was designed and built for advisors, by advisors, who want to take their business to the next level without losing time and energy in the process. At Carte Financial Group, our commitment is to continue to demonstrate a positive working environment where advisors feel like part of a team and are not just a number. We offer state-of-the-art office automation and technology to back our advisors with the right training and inspiration to be the Ultimate Advisor, no matter where they are in the cycle of their business.

We do the heavy lifting for our advisors in order to generate more leads and save them money on marketing through:

  • Automating their business process with premium industry software;
  • Creating their brand, marketing value and content;
  • Providing advanced industry training offering weekly in-person and/or virtual seminars;
  • Helping advisors with personalized automated communication with their clients; and
  • Providing advisors with resource tools to help enhance their client’s knowledge.

Our advisors rated us 9.1 out of 10, the highest of all dealers, in the Investment Executive’s 2019 Dealers’ Report Card; this is no small feat and we believe this is a testament to our fundamental core values as a firm.

For more information, visit: cartepartners.ca

Echelon Wealth Partners is a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centric approach and entrepreneurial spirit. Echelon has over $6B AUM, 240 employees across Canada, with 11 regional offices. We are recent winners of the 2018 Growth 500 Award and a recipient for three consecutive years of the Great Place to Work designation. Echelon believes in a philosophy of fostering and nurturing high trust relationships with our clients and our employees, knowing that success will be a natural by-product of those relationships.

Founded in 1990, Caldwell Investment Management is a leading independent, employee-owned investment firm that provides investment management and advisory services to individual and institutional investors. Our goal is to offer differentiated investment strategies to our valued clients in order to help them achieve their financial goals through a combination of wealth creation and capital preservation.

For more information, visit: caldwellinvestment.com

WCM is the largest network of professional women in the Canadian financial sector and the voice of advocacy for women in our industry. Through programming, advocacy, recruitment and research, we create solutions for the acceleration of gender equality in finance. Our over 2,000 members are diverse professionals in all segments of capital markets and related financial services. We work with our partners, members and the broader public to promote initiatives that successfully increase the economic empowerment of women and increase women’s representation and participation across Canada's finance industry.

For more information, visit: wcm.ca

Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing over 13,000 advisors in 40 chapters across the country. Advocis provides a platform of knowledge, advocacy, community and protection, advancing the value and professionalism of financial advisors and planners in the best interest of the consumer. We offer professional designations, continuing education, industry-leading publications and membership in a chapter network with mentorship programs, study groups and practice development resources.

For more information, visit: MyAdvocis.ca

CWB Maxium provides financing to corporations and professionals in the financial advisor and wealth management industries. Our commercial lending is tailor made to accommodate every unique situation to support our clients in scaling their businesses, while managing cash flow to ensure sustainable growth. Common areas we finance include acquisitions, refinancing, expansions, succession and infrastructure.

At Mandeville, your interests always come first when we suggest solutions or investment approaches. We are dedicated to conducting business with the utmost transparency, professionalism and integrity. We are committed to creating and preserving your wealth.

Differentiated Approach

At Mandeville we search for investment opportunities both within the public and private realm. We provide you with access to such opportunities that are usually reserved for the affluent and institutional investors.
Our goal is to democratize these private investment opportunities for wealth creation, and where appropriate, provide you the same investment techniques used by ultra high net worth and institutional investors.

Personalized Attention

We are committed to delivering the highest standard of excellence in personalized customer service.
Your Mandeville Advisor understants what's important to you and is committed to providing tailored investment solutions that work to safe guard your principal and enhance your investment potential.

Customized Solutions

It's your money and you want to ensure it is working for you in a manner that best suits you. Your Mandeville Advisor will take the time to learn about you, your goals and aspirations and incorporate these learnings into a customized wealth program that is aligned with the most successful private and institutional investors.

For more information, visit: www.mandevilleinc.com

WealthBar is a leading Canadian online wealth management and financial planning platform offering easy online investing portfolios and low-fee ETFs, along with unlimited commission-free advice. WealthBar pairs its technology with professional financial planning from certified financial advisers for a personalized experience. WealthBar Financial Services Inc. is a majority owned subsidiary of CI Financial Corp. and an affiliate of CI Investments Inc.

For more information, visit: www.wealthbar.com/