Our Investment Selection Process

Canadians today face mounting tax burdens and volatile markets; and with that comes uncertainty. At Rainmaker, we transform unease into a clear investment strategy. Every opportunity we select offers one thing above all - stability through transparency, thoughtful tax positioning, and real investment clarity.

These are not opaque products from faceless institutions, they are real opportunities you can understand, monitor, and trust.

Investment Selection & Due Diligence

Why It Matters

Private investments can be powerful wealth-building tools, but only if the due diligence is rigorous. Our clients want peace of mind that every opportunity has been examined by educated, experienced professionals from multiple perspectives.

What this means for you

You benefit from a dual filter: structured due diligence by seasoned professionals combined with Rainmaker’s independent, real-world insight. The result is a curated portfolio that is transparent, diversified, and designed to deliver stable income and long-term growth with greater peace of mind.

How the process works

  • Extensive Reviews - Legal, financial, and operational due diligence completed with third-party specialists.
  • Professional Oversight - A formal selection committee with multiple designations and decades of experience provides ongoing monitoring.
  • Transparency & Audits - Each issuer is required to deliver annual audited reporting and continuous disclosure.
  • Rainmaker’s Practical Lens - Beyond regulatory checks, we apply two decades of private market experience to assess suitability, scrutinize management, and decline opportunities that raise concerns.

Disciplined Selection. Client-Focused Portfolios.

Rainmaker maintains a small, carefully diversified portfolio of opportunities - not a broad shelf. Every investment is selected with discipline and diligence to reduce correlation and preserve stability.

From this foundation, portfolios are tailored to each client. Some clients prefer 2 to 4 select opportunities with larger allocations. Others build broader portfolios of 8 to 12 investments for added diversification. In every case, we design the mix to fit your goals, wealth structure, and comfort level.

Proven Performance Over Time

The investments included in Rainmaker’s current portfolio illustrations have established operating histories across private companies, private credit and real estate.

The figures below illustrate the historical issuer-reported returns of $1 million allocated equally across eight current investment options. They do not represent the performance of an actual client portfolio.

Time-frame

Average Rate of Return*

Value of $1M Invested*

11
Year Return
Since Inception*
9.0
%
$
2,844,602
3
Year Return
7.5
%
$
1,240,911
1
Year Trailing
5.7
%
$
1,057,204

Figures are provided for illustrative purposes only and are based on an equal allocation across eight current investment options. The investments have different inception dates and an average operating history of approximately 11 years. The since-inception illustration applies each investment’s reported annualized return over its respective history; it does not represent a single portfolio invested for exactly 11 years. Returns are derived from issuer reporting and are net of reported investment-level fees. The since-inception illustration applies each investment’s reported annualized return over its respective operating history; therefore, it does not represent a single ten-year investment period. Newlook Dental’s 9% figures reflect its established distribution history rather than a compound total return. Past performance is not indicative of future results, and actual outcomes may be higher or lower. The illustration does not account for individual tax consequences or the classification of distributions, including return of capital. Please review the applicable Offering Memorandum, Fund Facts and issuer materials before investing. Historical figures updated 3-Aug-2026.

If your current portfolio feels unstable or overexposed to the markets, it’s time to shift your strategy, not your goals.

Please select an option:

You are booking a private online meeting with Sean Blix, Rainmaker’s Founder and Private Investment Advisor.

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Objective:
Give you clarity, direction, and next steps; without any pressure.
Consultation duration icon
Duration:
30 Minutes
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Location:
Online video conference (link provided after booking)
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Advisor:
Title:
Sean Blix
Founder & Private Investment Advisor
Please note:
  • Available to accredited investors. Others may qualify, contact us.
  • Each weekday, 3 to 4 hours are set aside for client meetings and consultations — focused, uninterrupted conversations. If a time is available, it is likely worth reserving.
  • The calendar below reflects live availability for the next 10 business days.
  • Need a time outside the listed options? Contact us with your preferred date and time; we will do our best to accommodate you.

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