Menu
― CONSISTENCY
Cacoeli is committed to helping institutional and qualified investors to achieve their financial objectives through a diverse portfolio of investments. By leveraging the expertise and experience of our team, we can identify and source investments to drive growth, create value, and offer tax benefits. Our rigorous due diligence process and asset management operations ensure consistent returns in turbulent times. We are dedicated to transparent communication, ethical practices, and a commitment to our investors.
Accelerate your portfolio, protect your wealth, and establish your legacy with a team of leading private investment professionals.
― TRUSTED PARTNERS
Our commitment is to put investors first. We help investors create and preserve wealth for generations. Cacoeli strives to be your trusted partner in the world of private investments by working directly with investors to source investments to meet your goals and objectives. Our proven team has extensive market expertise in vetting, sourcing, and managing private, alternative investments. At Cacoeli, our investments are not simply transactions. Our Investor-first approach seeks to build alliances that are more than just an investment. We are relationship-based, results-focused, and experience-driven – which we believe is supported by our 25+ year track record.
Our untraditional investments do not fluctuate wildly in response to economic and geopolitical uncertainties.
We source investments to provide cashflow & growth in a time of uncertainty.
Alternative investments in the private markets offer qualified investors the opportunity to achieve a type of true diversification.
The tangibility of investing in assets with intrinsic value offers downside protection that traditional equities cannot.
― INVESTMENT INQUIRIES
Company Address:
Suite 2000 - 2 Sheppard Ave East
Toronto, ON
M2N 5Y7
Contact Cacoeli
– Your net income before taxes exceeded $200,000 in both of the last two years and you expect to maintain at least the same level of income this year; OR
– Your net income before taxes, combined with that of a spouse, exceeded $300,000 in both of the last two years and you expect to maintain at least the same level income this year;
– You alone or together with a spouse, own financial assets worth more than $1 million before taxes but net of related liabilities. Cash, or certain investments such as public equity or bonds, would be considered liquid/financial assets.
– You, who alone or together with a spouse, have net assets of at least $5,000,000; This criteria requires that an individual have net assets that count for at least $5 million, with liabilities subtracted. This means that an investor with $4.5 million in real estate and $500,000 in cash may be considered an accredited investor.
– You currently are, or once was, a registered advisor or dealer, other than a limited market dealer.
© Cacoeli 2023. All rights reserved.