Our Services

RETAIL INVESTORS

Investments in the private equity market provide a variety of benefits as compared to traditional stocks and bonds. Private equity investment regulations, in addition to holding wealth managers and advisors to a high standard of behavior and process, also require potential investors to meet certain standards, including minimum income and/or net worth valuations. Additionally, some standards vary by province, and all offerings not fit every investor. Determining suitability, along with performing our required compliance, is part of building a trusted partner relationship.

HIGH NET WORTH INVESTORS

From the personally involved, experienced global investment professional, to the professionally run Family Office with specific and specialized sector, risk and tax needs, to the mid-tier financial manager looking to manage institutional portfolios, Privest offers a level of service and products to that, by their nature, are only suitable to a select group of clients.

Exclusive. Unique. Compelling.

 

UNIQUE INVESTMENT TAILORED TO YOUR NEEDS

EXPERIENCE TRUE DIVERSITY.

Investment in the private capital markets has become increasingly more common in recent years. With the introduction of new regulation, opportunities previously reserved for high net worth and institutional investors have been made available to the greater retail market. Private investment is incredibly diverse, utilizing sophisticated strategies and uncovering opportunistic ventures that, for the most part, would be unavailable through traditional public investment vehicles, providing merit in many different forms.

THE VALUE OF PRIVATE INVESTMENTS

PRINCIPAL SECURITY

DIVERSIFICATION

TAX BENEFIT

GROWTH POTENTIAL

THE INVESTMENT

THE BEST WAY TO INVEST IN ALTERNATIVES

UNCOVERING POTENTIAL.

Privest Wealth Management focuses on investment in different asset classes traditionally not offered within the public market, maximizing your potential for diversification within private opportunities. Below highlight only a few examples of different verticals our due diligence experts specialize.

REAL ESTATE

From Residential Development to Commercial Acquisition, Privest unveils opportunity in one of the oldest investment markets, and a growing Canadian opportunity. Tangible, real, and effective.

COMMODITIES

Agriculture to mining, to energy investment, we understand the traditional investor may have limited opportunity and access to quality growth prospects from these sectors in the public market.

UNIQUE OPPORTUNITY

Private investment comes with an opportunistic approach. Hosting Financial Technology, unique yield products, and more, we offer a wide variety of investments you will not find anywhere else.

PARTNERSHIPS

Focused in the private capital markets, we provide a unique, niche service offering. Portfolio management requires a bigger picture approach, which is why we partner with other nationwide service providers.

YOUR SUCCESS IS OUR OPPORTUNITY

GET IN TOUCH

LOCALLY DRIVEN PROVIDING

NATIONWIDE SUCCESS.

Our organization hosts first class private investment advisors that span across Canada from coast to coast. We go to great lengths to find an advisor to represent any geographic location. Reach out today and we will find advice to fit your needs.