At Equity Growth Capital, our emphasis is on identifying areas where we can contribute significant value and cultivating enduring, trustworthy partnerships. Rooted in our heritage and guided by a blend of conservatism and innovation, we have discerned a pivotal transformation in human history—the sustainable revolution. In line with this mindset, our proficient management team is devoted to providing tailored, sustainable solutions across a diverse spectrum of high-confidence and systematic investment approaches.

Our impacts enables our clients to avail themselves of a broad array of high-confidence and systematic investment knowledge, spanning the entire investment spectrum.

Discovery

Upon our initial meeting, our primary objective is to grasp the intricacies of your individual circumstances and requirements. We access both your immediate and future objectives, your comfort level regarding market fluctuations, the necessity for liquidity or regular cash flow, and the anticipated outcomes from your investment portfolio. Additionally, we delve into your past investment experiences and consider the role your EGC investment portfolio will assume within the broader context of your overall wealth.

Custom made investment

We combine your investment goals and risk preferences with the current state of the market and expectations for different asset classes. Taking into account your specific circumstances and requirements, we establish the allocation of your assets.

• Private Equity, Real Assets, Fixed income and cash considerations
• Market capitalization: small- and large-cap equities
• Real Estate, Global Infrastructures, Hedge fund and Alternative Assets
• Crypto-currency, Bonds, Stocks and ETFs
• Geographic diversification within equities: Canada, U.S., Europe, Asia, Emerging Markets

Implementation

Over the course of time and amidst fluctuations in the market, we collaborate closely with you to ensure your steadfast dedication to your long-term objectives. Our collaboration involves evaluating whether your investment strategy remains suitable considering your evolving requirements.

Having accumulated more than a decade of expertise in assisting both individual and institutional clients, we understand the unique nature of every family. Delve into our collection of case studies to discover how our skilled team tailors individualized portfolios to align with the requirements of each client, addressing their specific circumstances regardless of where they are on their investment path.

We establish strong bonds with the architects and caretakers of family fortunes. These connections endure over extended periods and traverse multiple generations. Throughout our over 13-year existence, half of our clientele has maintained a lasting relationship with us for 7 years or more, demonstrating their enduring dedication to achieving their wealth objectives alongside us as a familial unit.

Wealth Planning as a family

We aim for your exceptional success in the aspects that matter to you the most: creating enduring legacies, passing on values and financial assets to future generations, and contributing to the communities and causes that hold significant importance for you.

You possess a committed team that collaborates with your entire family. This team is adaptable, allowing you the freedom to involve the next generation in discussions about wealth to the extent that suits your preferences.

In the background, your team maintains continuous communication and remains well-informed about the comprehensive requirements of your family. We formulate your investment strategy with a focus on the family or household, taking into account their needs when creating a tax-efficient investment portfolio and distributing invested funds across various assets.

We provide various seminars and initiatives aimed at fostering the concept of wealth management, encompassing areas such as philanthropy, transferring wealth across generations, and educating the succeeding generation.

Integrated Planning

Managing family wealth can be intricate and necessitates a synchronized strategy. We collaborate closely with you to gain a deeper insight into your philanthropic objectives and family governance.

If you need guidance in a specific field, we can tap into a network of experts in that industry and impartially link you with the top performers for your specific requirements. Our goal is to guarantee that all of your needs are fulfilled collaboratively.

Family Giving & Philanthropy

As advisors to numerous prosperous families nationwide, we recognize the importance of philanthropy as a substantial financial goal. Our clients express their commitment through monetary contributions, dedicating their time and skills through volunteerism, and generously sharing various personal resources. These contributions may take the form of one-time or recurring gifts, facilitated through private foundations or similar structures, as well as planned donations—all of which are entirely voluntary.

Engaging in philanthropy has the potential to strengthen familial ties, especially spanning different generations. It provides family members with a platform to articulate their values, converse about causes that hold personal significance, and collectively establish family goals and aspirations. Additionally, charitable contributions bring about tax advantages, and with careful planning, these tax savings can contribute to accomplishing the family's broader financial planning and legacy goals.

We consider your investment challenges and goals to be synonymous with ours. This viewpoint guides the actions of your team of investment managers, who prioritize your requirements in every decision-making process. They utilize our firm's resources and insights to benefit your interests.

A Bespoke Team of Investors

When you collaborate with Equity Growth Capital, you receive assistance from seasoned investors, not just relationship managers. Your investment team diligently explores potential investment opportunities, offers strategic suggestions, and oversees all facets of your portfolio.

Functioning as either your individual investment office or an extension of your family office, your team is carefully formed to match your unique circumstances and goals. Headed by a senior investment director, the team comprises a complete set of investment experts, along with operational and analytical personnel, and is backed by risk-free strategy professionals.

Investment Management Services Tailored for You

We collaborate with you in the way that best fits your preferences, providing a variety of service choices for complete portfolios or specific asset categories.

• Discretionary Management

  We function as a well-equipped investment office, taking on the full accountability for managing portfolios, which encompasses portfolio strategy, executing investments, day-to-day supervision, and operational tasks.

• Non-discretionary Management

  We offer advice regarding the distribution of assets, the arrangement of portfolios, and the selection of managers. However, the ultimate approval for investments and decision-making authority rests with you.

• Asset Class Mandates

  We oversee particular asset class assignments either on a discretionary or non-discretionary basis, possessing proficiency in distinct asset categories like private equity, venture capital, hedge funds, real assets, real estate, equity, stocks, ETFs, co-investments in cryptocurrencies, secondaries, and fixed income.

• Staff Extension

  We enhance your adequately staffed family office or internal investment team by integrating our strong manager network, extensive portfolio construction skills, and proficiency in various asset classes.