Levante Living Trust

 

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PRIVATE EQUITY

Not listed on the public exchange, Private Equity has historically been an asset class only available for pension fund or high net worth individuals. However, Monic Financial is pleased to be able to provide investment opportunities in private equity at the retail level for investors of all backgrounds.  All private equities are distrubuted through the Exempt Market Dealer, Rethink and Diversify Securities Inc. 

 

PORTFOLIO MANAGER

Our curated partnerships with licensed and experienced portfolio managers allows our investors access to discretionary portfolio management services. From public stocks, fixed income investments, exchange traded funds (ETF), and alternative asset management services, our partners specialize in oversight of the trades taking place in your portfolio. Our partnerships agreements work to benefit our clients; with low minimum investment requirement, low fees and high liquidity.
 

PUBLIC EQUITY

Monic Financial offers a broad spectrum of mutual and segregated funds through our referral program with Portfolio Manager and insurance companies, to our investors. Our team of advisers deliver sector-specific management strategies and insight for your unique investment goals. 

 

© Monic Financial Inc. 2020

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