Tailored Private Investment Solutions for Canadian Investors

We begin with a brief, no-pressure online meeting to learn about your financial objectives and investment experience. This discovery call is focused on alignment, no commitments, just clarity.

If we are a good fit, we proceed to assess your full financial picture. Based on your goals and timeline, we present a curated shortlist of private investments that align with your risk tolerance and desired outcomes.

• Each opportunity is vetted for consistency, management quality, and financial transparency.
• Investments span across sectors for strategic diversification.

We will walk you through a personalized portfolio strategy in Excel that outlines:

• Expected distributions & income
• Liquidity timing
• Diversification breakdown

This step ensures you are investing with confidence and clarity.

Our onboarding is fast and secure:

• Digital signatures for all documents
• Step-by-step guidance on fund transfers
• Peace-of-mind setup across every investment

Rainmaker remains actively involved long after your investment is placed:

• Clear statements & performance reports
• Ongoing access to your advisor
• Transparent updates from company management

Our process isn’t just efficient, it’s designed to create trust. When your goals evolve, we adapt your strategy with them. Many clients choose to reinvest, deepen their allocations, or refer friends and family. That long-term alignment is our benchmark of success.