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― CACOELI
We can identify and source assets that both cash flow and appreciate to build and compound wealth to buy back time and freedom – giving you access to a coveted asset class without the steep learning curve or high capital requirements of doing it alone.
Access to a carefully curated selection of investment opportunities which may include private equity, real estate, and alternative assets.
A dedicated team of investment professionals who have a proven track record of success in the industry and who work tirelessly to identify the best opportunities for our members.
A network of like-minded investors who share your values and priorities, providing you with valuable insights and connections that can help you achieve your financial goals.
At our private investment group, we believe that HNW and institutional investors deserve access to the best investment opportunities available, along with the expertise and support they need to make informed decisions.
If you’re interested in learning more about our private investment group and how you can join, we encourage you to apply today. Our team will be in touch with you shortly to discuss your investment goals and explore how we can help you achieve them. Don’t miss out on this opportunity to take your investments to the next level!
Company Address:
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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