Our company is an organization built on professionalism. Our ownership group blends a track record of portfolio management, investment banking service, and experience in the private and alternative industry. Our Investment Review Committee (IRC) contains the following designations: CA, CPA, CFA, MBA, ICD.D. Please see the “Our Management” page for more details.
Our process begins with astute people reviewing opportunities before it makes its way to investors. It flows from our informed agents who provide input on what clients want to add to their portfolios. We aim to ensure that there is investor alignment, and to act as an advocate in ensuring accountability and transparency of Issuers.
Focus on what you know. Given our team’s experience, we focus on real estate, financial, and growth opportunities. We seek to offer products that will have appropriate risk with moderate returns for our clients. To our accredited investors, we will offer exclusive opportunities in private placements and more sophisticated offerings. We are proud of winning multiple awards for Best Private Equity Deals in Canada through the Private Capital Markets Association (PCMA) for 2013, 2015 and multiple awards for 2016, 2017, and 2018.
We founded TriView to offer retail investors the opportunity to invest in opportunities not available through mutual funds or ETFs. We provide high net worth investors alternative and private investments that also provide tax mitigation strategies. We offer our institutional investors private real estate investments that offer attractive returns.Craig Burrows ICD.D
Co-Founder, CEO & President