We are a team of experienced professionals with a passion for helping investors achieve their financial goals. Our team has a diverse range of expertise, including investment procurement, due diligence, strategic planning, and asset management.
Our firm was founded with the belief that every individual and business should have access to top-performing private investment opportunities. We work closely with our investors to understand their goals and objectives.
The Cacoeli team is dedicated to staying up-to-date on the latest market trends and using our expertise to help our clients make informed investment decisions.
― INVESTMENT INQUIRIES
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Suite 2000 - 2 Sheppard Ave East
Toronto, ON
M2N 5Y7
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– 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.
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