SERVICES TO HNWI

AND ANGEL INVESTORS

We offer tailored and unbiased services to private investors, using technology to foster more insight on the investment data. We have experts to analyze investment opportunities, evaluate the net value of a portfolio and provide custom reporting on all asset classes.

WHAT WE DO

01

PORTFOLIO AGGREGATION FOR ALL ASSET CLASSES

02

CUSTOMIZED REPORTING AND REAL-TIME NAV

03

DEALFLOW, DUE DILIGENCE AND TRANSACTION SUPPORT

04

DOCUMENT MANAGEMENT SUITE

750 O'Connor, Bromont QC J2L 0E1

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