Tax time has come and gone.  We continue to offer investments that consider tax impacts.  We work closely with our accountant to ensure that the tax strategy is well planned and not a big surprize at the end of each year.  Contact us!
 

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The Team PDF Print E-mail

 

Our team is comprised of dedicated individuals that play critical roles in the investment process.  We are structured to provide detailed due diligence, business development, sales and marketing and sales support.  We use other talented people for website design and management, administrative support and accounting services.

 

Rene Burke, President and CEO

Rene holds an MBA, executive option, from the University of Calgary.  Her background includes 20 years in the telecommunications industry, consulting for the not-for-profit and private sectors and most recently as a Vice President for a Market Research company.  Her passion is to find and invest in high quality, high return investments and to share her knowledge with other investors to rapidly increase their net worth.

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Chris Charron, Executive Vice President 

Chris' main focus is to find the most lucrative investments to present to our clients, through extensive investigation and analysis, site visits and other methods of ensuring due diligence.  He has extensive experience in real estate development, construction and property management.  His career path includes credit and finance, management consulting, accounting and director to a number of private corporations.  Chris holds an MBA from the University of Calgary and designations in credit, finance and accounting.  His experience and education has been invaluable in finding those 'diamonds in the rough' investments that, when the clients choose the right investment for them, can quickly grow their net worth. 

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Ken Lalonde, Investment Sales

Ken provides client services support in the Lower Mainland, British Columbia.  He is also integral in Strategic Planning and Marketing.  Ken has a background in executive management, team building and facilitation.  As a natural teacher, Ken is passionate about presenting each client with investment products to choose from which will help to build their personal net worth.  He will help lead clients through the learning curve of the details of each product available.  He holds a Bachelor of Science degree with a 'mini-MBA' in management. 

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Special Note:  While we spend hours reviewing and analyzing investment opportunities and review information about the people behind the investment, we cannot guarantee the outcome for any investment.  Variables out of our control, such as market conditions and unanticipated behaviours of individuals managing the investments, are factors that we cannot predict nor do we make any claims to control.

 


 

 

 

Disclaimer

The information contained in this website does not constitute a solicitation for the sale of securities without providing the appropriate disclosure documents.  Investments will be offered only to qualified purchasers within each appropriate jurisdiction.  All disclosure documents are written in accordance with applicable securities laws.

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