Connecting Founders with Investors. A service designed to schedule a call between you and a pre-screened institution like a Venture Capital Firm or Family Office.

Let us help you fund what truly matters to you. Donate private equity to a donor advised fund (DAF) to have more impact than charities can. Available in USA and Canada. We are not a charity or DAF and we don't charge cash fees to any parties. A DAF is an eternal tax-exempt trust in the charity space.

• Assesses financial situations by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, estate planning and evaluates risk tolerance. • Diligently tracks financial markets, general economic conditions, and new financial products to protect clients from the volatility of the market.• Provides financial management information through a Personal Financial Analysis that is reviewed and updated regularly.• Develops financial strategies by guiding client to establish financial goals and matching those goals to situations with appropriate financial plans.

• Built $ 125,000,000 book of private client assets from scratch• Continued education and extensive training - Obtained CIM1 and 2 certificate• Member of the FCSI (Fellow of Canadian Securities Institute)• Maintained high degree of current market activity knowledge