Current Offerings

Offerings available upon request.

Tri View Capital strives to bring you best in class private investment opportunities in our focus areas of:

• Real Estate: Offerings that are diversified in parts of Canada and the U.S. that offer a range of yield, growth and hybrid opportunities
• Financial: Products that offer a targeted annual yield
• Energy: as of September 2014, we had a 2% exposure to oil and gas. We feel that over the next 6 months, we see opportunities to purchase distressed assets for discounted prices and hence a higher concentration in oil for 2017 / 2018
• Growth Opportunities: Products that have high risk but have high returns focused mostly in the tech sector
• President’s List Opportunities (Accredited Investors Only): We see three opportunities in the student housing market, senior’s housing specializing in memory care and a pharma/software play. These products are for clients who qualify under the Canadian Securities classification as an accredited investor

Complete corporate profiles, management teams, security structures, investment risks and terms of the offerings are completely outlined and described in each issuer’s applicable offering documents, which are available upon request from Tri View Capital or your Private Equity Specialist.

President’s List Opportunities (Accredited Investors Only):

Complete corporate profiles, management teams, security structures, investment risks and terms of the offerings are completely outlined and described in each issuer’s applicable offering documents, which are available upon request from Tri View Capital or your Private Equity Specialist.

Not happy with your current stock & bond portfolio or your advisor? Through our referral arrangements, we can introduce you to Portfolio Managers that provide access to the public markets with liquidity.

Portfolio Manager #1: This Portfolio Manager is a unique and new alternative for investors who are tired of market volatility and heavy load fees of traditional mutual funds. The Tactical Balance Portfolio is a capital preservation play with a blend of income coupled with capital growth from their investments to minimize risk and volatility.

Portfolio Manager #2: This Canadian Portfolio Manager is Canada’s largest independent wealth management firm, entrusted with over $28 billion in client assets. Their focus: to protect and enhance client’s wealth. The difference: an independent partnership structure that ensures accountability to clients and alignment with their interests.

Portfolio Manager #3: The Portfolio Manager is an independent, privately held discretionary investment counselor & asset management firm. Their mission is to provide well-diversified investment solutions that are designed to protect capital, exhibit lower volatility, produce income, and achieve long-term growth, without exposing clients to unnecessary or excessive risk.

For more information, please contact us at info@triviewcapital.com or open an account today to have a private equity specialist contact you.

This information above is for information purposes only and is not, and under no circumstances to be construed as an invitation to make an investment in any securities, nor does it constitute a public offering to sell securities or any other products described herein. It should not be relied upon when evaluating the merits of a potential investment. Investments shall only be considered on the terms of the Confidential Offering Memorandum and/or Subscription documents or other such offering materials as may be applicable for investors in jurisdictions of Canada that meet certain eligibility or minimum purchase requirements. Any investments will also be subject further to Know your client and suitability review and requirements of Tri View Capital Ltd.