Investments

Capitalizing on the meteoric rise of the real estate market, the Real Estate Investment Trust (REIT) allows investors to participate in both the capital gain on the growth of the property as well as receive regular monthly or quarterly distributions throughout the duration of their investment all in a tax advantaged method.

Investors are able to take part in the growing demand for real estate without any of the traditional inconveniences of renting out properties, dealing with tenants, zoning, and other stressors.

Private lending and fixed income instruments have become an increasingly prevalent part of capital raising for issuers and have also become a larger part of both institutional and retail portfolios across Canada.

Reflecting this trend, our firm has integrated many fixed income products to better service our clients who require stable and consistent returns on their portfolio.

Be it generating interest through bonds, bridge financing loans, underwriting mortgages, or many of the other fixed income products we carry on our shelf – our flexible selection ensures you some of the most well-performing and suitable products for your unique needs.

As the retail market grows for public investing, we believe it to be of paramount importance to meet the increasing demand for many private companies to enter the public market through the Initial Public Offering (IPO) process. Working with our exempt market dealer, we are able to provide retail level access to many pre-IPO investment opportunities for both large scale unicorn companies such as Uber, AirBnB, Spotify, DropBox and more.

We believe in providing capital to growing companies and we’re passionate about giving our clients even more freedom when it comes to investing in the companies they believe in the mission of.

Maintaining the smooth operation of our cities relies on the framework of developing our resources – Canadian Development or Exploratory Mining (CDE or CEE) companies provides an unique capital market for investors to further diversify their portfolio through investing in the resource development sector.

Our financial planning takes into account the specialist nature of this particular investment through the tax-advantaged benefit that these investment opportunities can often provide to help you through the issuance of flow-through shares which gives the investor a direct income tax credit.

Being on the bleeding edge of innovation, Venture Capital (VC) allows investors to participate in the long-term growth of early stage companies which can provide very attractive returns. Within Monic Financial’s product portfolio, beyond targeting these attractive returns from Venture Capital Corporations along the frontier of Canadian technology companies such as Introhive and Trellis, our complex strategic planning further aims to get our clients a tax-advantaged return based off of their investment into these growing companies.

Investing in private mortgages has long been the favoured investment vehicle for those seeking strong returns without the risks associated with investments in public markets such as stocks. Mortgage Investment Corporations (MIC) specialize in issuing mortgage loans to prospective homeowners by managing the underwriting, bookkeeping, amortization schedules, and more while providing investors the stable returns they’re seeking without the large capital requirement often required to issue residential mortgages.