We were founded on a commitment to help clients create diversified custom investment portfolios with targets of consistent annual income by providing access to the growing private markets. We Invest in established private companies across multiple industries, including real estate; mutual funds and GICs; offer tax-sheltered products and registered Investments (RRSP, RRIF, LIRA, LIF, TFSA, RESP). We look forward to partnering with you to access the benefits of diversified investing.
Rick Couronne
Rick brings over three decades of experience in the financial markets and has worked in both the private and public markets.
Couronne has held various senior executive positions including President, CEO, Head Trader at a Canadian branch of a major Wall Street Investment Brokerage firm, VP of Syndication, etc.
Couronne’s expertise in Global Networking and Strategic Alliances, his broad financial and operational background, paired with private investment insight, provides him with a well-rounded perspective of the investment industry and has fostered an environment of growth and opportunity.
Larisa Wells, PhD
Dr. Larisa Wells, has her PhD in Mathematical Economics and has worked closely with a vast network of business and portfolio managers to identify unique opportunities and investment strategies to empower investors in rapidly growing private and alternative space.
Wells focuses on business owners and medical professionals who are looking to manage their wealth through tax efficient investments that are designed to provide a compliment to the public markets and in many cases, provide a cash-flow with an upside potential.
