FEATURED EXCELLENCE AWARDEE
The Wealth Council Financial
“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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EXCELLENCE AWARDEE:
The CI Global Asset Management Award for Holistic Advisory Team of the Year
EXCELLENCE AWARDEE:
The CI Global Asset Management Award for Holistic Advisory Team of the Year
Invico Capital Corporation (“Invico”) is an award-winning Canadian investment fund management firm that has been providing alternative investing and financing solutions in Canada and the U.S. since its inception in 2005. The Calgary-based firm offers a range of private debt, energy, and real estate financing solutions that assist corporations in pursuing strategic acquisitions, financing capital expenditures and growth programs, and supporting working capital requirements.
Invico currently serves as the Investment Fund Manager for six funds, including the award-winning Invico Diversified Income Fund, which seeks to generate monthly returns for unitholders through a diversified portfolio of high-yield lending strategies and energy working interests across North America. This investment strategy serves as the foundation for the Fund’s niche hybrid structure, which combines approximately two-thirds privately negotiated debt with one-third direct participation in oil and gas wells.
The success of Invico and IDIF’s strategy was made clear in 2022, with the firm’s assets under management (AUM) growing from $1.4 billion to over $2.1 billion and IDIF’s AUM rising from $342 million to over $424 million. Additionally, IDIF’s innovative investment approach achieved several milestones over a 12-month period, including the issuance of over 100 consecutive distributions, a record annual capital raise, the sale of a subsidiary business for over $51 million, which was returned to the Fund, and the announcement of four additional distributions above the targeted rate of return.
Beyond the portfolio benefits offered by IDIF, Invico stands out in the Canadian private capital markets as a leader in diversity and inclusion efforts. The firm is overseen by one of the investment industry’s few female CEOs, Allison Taylor, and is proud to have a majority-female workforce that includes a C-suite comprised of 60% women and an investment team comprised of 56% women. Additionally, as a member of the 30% Club Canada, the company promotes gender balance at the board and management levels of both public and private companies.
Invico is also deeply committed to the broader community and has demonstrated various charitable initiatives, including introducing a charitable matching policy and a separate volunteer hours policy to encourage staff engagement. This initiative complements Invico’s extensive charity work, which included donations to over 22 local and national charities in 2022.
Further, Invico offers extensive advisory support and boasts a dedicated nationwide sales team, which includes native French-speaking members that service both the exempt market and Canadian Investment Regulatory Organization (“CIRO,” formerly the Investment Industry Regulatory Organization of Canada) channels. Invico is also pleased to provide an in-house Investor Portal that has garnered attention from other private capital funds, with three additional entities adopting it for their use. With the capacity to generate over 22,000 investor statements each quarter and manage upwards of 24,000 accounts, the Investor Portal is a key tool in managing investors’ portfolios from 11 provinces and territories across Canada.
Lastly, as the winner of the Alternative Investment Solutions Provider of the Year at the 2023 Wealth Professional Awards, Invico is well-positioned to further its mission of transforming the Canadian investment landscape.
www.thewealthcouncil.ca
linkedin.com/company/the-wealth-council
jeff.talbot@thewealthcouncil.ca
403-923-7857
Suite 600, 700 2nd Street SW, Calgary, AB T2P 2W1
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EXCELLENCE AWARDEE:
The CI Global Asset Management Award for Holistic Advisory Team of the Year
The Wealth Council Financial
Jeff Talbot
Founder and CEO
Jeff Talbot has been planning and advocating for clients for over 20 years. His vast experience in tax and corporate planning allows clients to increase returns and decrease the taxes paid. Jeff’s thoughts on promoting a “client-first” approach have been published in many articles in and out of the financial industry.
Founder and CEO
Jeff Talbot
facebook.com/CroesusFin
@BuddyMortgages
@BuddyMortgages
Jeff Talbot
Founder and CEO
Leadership
Vanessa is a strategic-minded professional that delivers high-quality results for clients. As a Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA), she brings 15+ years of finance and accounting experience and has played a crucial role as a founding member of The Wealth Council Financial. Her diverse background in corporate accounting, enterprise risk management, treasury & insurance, investor relations, corporate decision support, market research, and corporate communications has been instrumental in the firm’s success and in creating an exceptional client experience. Vanessa is an active community member, serving on the boards of arts organizations, and was awarded CBC’s 2022 Asian Changemaker.
Executive Account Director and Founding Member
Vanessa Padillo, CPA, CMA
@BuddyMortgages
Vanessa Padillo, CPA, CMA
Executive Account Director and Founding Member
Vanessa is a strategic-minded professional that delivers high-quality results for clients. As a Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA), she brings 15+ years of finance and accounting experience and has played a crucial role as a founding member of The Wealth Council Financial. Her diverse background in corporate accounting, enterprise risk management, treasury & insurance, investor relations, corporate decision support, market research, and corporate communications has been instrumental in the firm’s success and in creating an exceptional client experience. Vanessa is an active community member, serving on the boards of arts organizations, and was awarded CBC’s 2022 Asian Changemaker.
Executive Account Director and Founding Member
Vanessa Padillo, CPA, CMA
1188 Whakue St, Rotorua Central, Rotorua
Vanessa Padillo, CPA, CMA
Executive Account Director and Founding Member
Leadership
Vanessa is a strategic-minded professional that delivers high-quality results for clients. As a Chartered Professional Accountant (CPA) and Certified Management Accountant (CMA), she brings 15+ years of finance and accounting experience and has played a crucial role as a founding member of The Wealth Council Financial. Her diverse background in corporate accounting, enterprise risk management, treasury & insurance, investor relations, corporate decision support, market research, and corporate communications has been instrumental in the firm’s success and in creating an exceptional client experience. Vanessa is an active community member, serving on the boards of arts organizations, and was awarded CBC’s 2022 Asian Changemaker.
Executive Account Director and Founding Member
Vanessa Padillo, CPA, CMA
Jeff Talbot has been planning and advocating for clients for over 20 years. His vast experience in tax and corporate planning allows clients to increase returns and decrease the taxes paid. Jeff’s thoughts on promoting a “client-first” approach have been published in many articles in and out of the financial industry.
Founder and CEO
Jeff Talbot
Jeff Talbot has been planning and advocating for clients for over 20 years. His vast experience in tax and corporate planning allows clients to increase returns and decrease the taxes paid. Jeff’s thoughts on promoting a “client-first” approach have been published in many articles in and out of the financial industry.
Founder and CEO
Jeff Talbot
@CroesusFin
Invico Capital Corporation (“Invico”) is an award-winning Canadian investment fund management firm that has been providing alternative investing and financing solutions in Canada and the U.S. since its inception in 2005. The Calgary-based firm offers a range of private debt, energy, and real estate financing solutions that assist corporations in pursuing strategic acquisitions, financing capital expenditures and growth programs, and supporting working capital requirements.
Invico currently serves as the Investment Fund Manager for six funds, including the award-winning Invico Diversified Income Fund, which seeks to generate monthly returns for unitholders through a diversified portfolio of high-yield lending strategies and energy working interests across North America. This investment strategy serves as the foundation for the Fund’s niche hybrid structure, which combines approximately two-thirds privately negotiated debt with one-third direct participation in oil and gas wells.
The success of Invico and IDIF’s strategy was made clear in 2022, with the firm’s assets under management (AUM) growing from $1.4 billion to over $2.1 billion and IDIF’s AUM rising from $342 million to over $424 million. Additionally, IDIF’s innovative investment approach achieved several milestones over a 12-month period, including the issuance of over 100 consecutive distributions, a record annual capital raise, the sale of a subsidiary business for over $51 million, which was returned to the Fund, and the announcement of four additional distributions above the targeted rate of return.
Beyond the portfolio benefits offered by IDIF, Invico stands out in the Canadian private capital markets as a leader in diversity and inclusion efforts. The firm is overseen by one of the investment industry’s few female CEOs, Allison Taylor, and is proud to have a majority-female workforce that includes a C-suite comprised of 60% women and an investment team comprised of 56% women. Additionally, as a member of the 30% Club Canada, the company promotes gender balance at the board and management levels of both public and private companies.
Invico is also deeply committed to the broader community and has demonstrated various charitable initiatives, including introducing a charitable matching policy and a separate volunteer hours policy to encourage staff engagement. This initiative complements Invico’s extensive charity work, which included donations to over 22 local and national charities in 2022.
Further, Invico offers extensive advisory support and boasts a dedicated nationwide sales team, which includes native French-speaking members that service both the exempt market and Canadian Investment Regulatory Organization (“CIRO,” formerly the Investment Industry Regulatory Organization of Canada) channels. Invico is also pleased to provide an in-house Investor Portal that has garnered attention from other private capital funds, with three additional entities adopting it for their use. With the capacity to generate over 22,000 investor statements each quarter and manage upwards of 24,000 accounts, the Investor Portal is a key tool in managing investors’ portfolios from 11 provinces and territories across Canada.
Lastly, as the winner of the Alternative Investment Solutions Provider of the Year at the 2023 Wealth Professional Awards, Invico is well-positioned to further its mission of transforming the Canadian investment landscape.
The Wealth Council Financial is a multi-family office that collaborates with clients’ tax and financial advisors to create holistic plans for their corporate and personal households. The firm specializes in working with private corporations, tailoring plans and structures to align with shareholders’ unique needs and business operations. They rely on a network of tax and legal professionals to ensure each client has the most suitable financial team. The Wealth Council Financial’s role is to facilitate collaboration among all members of the financial team, enhancing the financial well-being and peace of mind for every family and client they serve.
Invico Capital Corporation (“Invico”) is an award-winning Canadian investment fund management firm that has been providing alternative investing and financing solutions in Canada and the U.S. since its inception in 2005. The Calgary-based firm offers a range of private debt, energy, and real estate financing solutions that assist corporations in pursuing strategic acquisitions, financing capital expenditures and growth programs, and supporting working capital requirements.
Invico currently serves as the Investment Fund Manager for six funds, including the award-winning Invico Diversified Income Fund, which seeks to generate monthly returns for unitholders through a diversified portfolio of high-yield lending strategies and energy working interests across North America. This investment strategy serves as the foundation for the Fund’s niche hybrid structure, which combines approximately two-thirds privately negotiated debt with one-third direct participation in oil and gas wells.
The success of Invico and IDIF’s strategy was made clear in 2022, with the firm’s assets under management (AUM) growing from $1.4 billion to over $2.1 billion and IDIF’s AUM rising from $342 million to over $424 million. Additionally, IDIF’s innovative investment approach achieved several milestones over a 12-month period, including the issuance of over 100 consecutive distributions, a record annual capital raise, the sale of a subsidiary business for over $51 million, which was returned to the Fund, and the announcement of four additional distributions above the targeted rate of return.
Beyond the portfolio benefits offered by IDIF, Invico stands out in the Canadian private capital markets as a leader in diversity and inclusion efforts. The firm is overseen by one of the investment industry’s few female CEOs, Allison Taylor, and is proud to have a majority-female workforce that includes a C-suite comprised of 60% women and an investment team comprised of 56% women. Additionally, as a member of the 30% Club Canada, the company promotes gender balance at the board and management levels of both public and private companies.
Invico is also deeply committed to the broader community and has demonstrated various charitable initiatives, including introducing a charitable matching policy and a separate volunteer hours policy to encourage staff engagement. This initiative complements Invico’s extensive charity work, which included donations to over 22 local and national charities in 2022.
Further, Invico offers extensive advisory support and boasts a dedicated nationwide sales team, which includes native French-speaking members that service both the exempt market and Canadian Investment Regulatory Organization (“CIRO,” formerly the Investment Industry Regulatory Organization of Canada) channels. Invico is also pleased to provide an in-house Investor Portal that has garnered attention from other private capital funds, with three additional entities adopting it for their use. With the capacity to generate over 22,000 investor statements each quarter and manage upwards of 24,000 accounts, the Investor Portal is a key tool in managing investors’ portfolios from 11 provinces and territories across Canada.
Lastly, as the winner of the Alternative Investment Solutions Provider of the Year at the 2023 Wealth Professional Awards, Invico is well-positioned to further its mission of transforming the Canadian investment landscape.
Invico Capital Corporation (“Invico”) is an award-winning Canadian investment fund management firm that has been providing alternative investing and financing solutions in Canada and the U.S. since its inception in 2005. The Calgary-based firm offers a range of private debt, energy, and real estate financing solutions that assist corporations in pursuing strategic acquisitions, financing capital expenditures and growth programs, and supporting working capital requirements.
Invico currently serves as the Investment Fund Manager for six funds, including the award-winning Invico Diversified Income Fund, which seeks to generate monthly returns for unitholders through a diversified portfolio of high-yield lending strategies and energy working interests across North America. This investment strategy serves as the foundation for the Fund’s niche hybrid structure, which combines approximately two-thirds privately negotiated debt with one-third direct participation in oil and gas wells.
The success of Invico and IDIF’s strategy was made clear in 2022, with the firm’s assets under management (AUM) growing from $1.4 billion to over $2.1 billion and IDIF’s AUM rising from $342 million to over $424 million. Additionally, IDIF’s innovative investment approach achieved several milestones over a 12-month period, including the issuance of over 100 consecutive distributions, a record annual capital raise, the sale of a subsidiary business for over $51 million, which was returned to the Fund, and the announcement of four additional distributions above the targeted rate of return.
Beyond the portfolio benefits offered by IDIF, Invico stands out in the Canadian private capital markets as a leader in diversity and inclusion efforts. The firm is overseen by one of the investment industry’s few female CEOs, Allison Taylor, and is proud to have a majority-female workforce that includes a C-suite comprised of 60% women and an investment team comprised of 56% women. Additionally, as a member of the 30% Club Canada, the company promotes gender balance at the board and management levels of both public and private companies.
Invico is also deeply committed to the broader community and has demonstrated various charitable initiatives, including introducing a charitable matching policy and a separate volunteer hours policy to encourage staff engagement. This initiative complements Invico’s extensive charity work, which included donations to over 22 local and national charities in 2022.
Further, Invico offers extensive advisory support and boasts a dedicated nationwide sales team, which includes native French-speaking members that service both the exempt market and Canadian Investment Regulatory Organization (“CIRO,” formerly the Investment Industry Regulatory Organization of Canada) channels. Invico is also pleased to provide an in-house Investor Portal that has garnered attention from other private capital funds, with three additional entities adopting it for their use. With the capacity to generate over 22,000 investor statements each quarter and manage upwards of 24,000 accounts, the Investor Portal is a key tool in managing investors’ portfolios from 11 provinces and territories across Canada.
Lastly, as the winner of the Alternative Investment Solutions Provider of the Year at the 2023 Wealth Professional Awards, Invico is well-positioned to further its mission of transforming the Canadian investment landscape.
Vanessa Padillo, CPA, CMA
Executive Account Director and Founding Member
Jeff Talbot
Founder and CEO
Edward Evans
Private Wealth Credit Consultant
Jennie Hansen CIM®
Wealth Management Director
Edward brings over 40 years of entrepreneurial and financial expertise to his role. Starting in accounting and business positions within Canadian public company head offices, he later focused on Private Banking units. Since 2019, Edward has been a vital part of The Wealth Council Financial. His unique role involves positioning clients’ personal credit opportunities within Canadian Private Banking and retail/commercial business units. Edward’s goal is to facilitate a positive client experience throughout the credit adjudication process, delivering mutual value for all parties involved. With his extensive knowledge and unwavering commitment, Edward contributes significantly to The Wealth Council Financials’ success.
Private Wealth Credit Consultant
Edward Evans
Jennie is a seasoned professional with 15+ years of experience in retail financial services and a strong background in client service. She is driven by a passion for empowering individuals to achieve their goals and navigate challenges. As a founding member of The Wealth Council Financial, Jennie excels at delivering tailored solutions that meet clients’ unique needs. With her CIM designation and life insurance license, she offers comprehensive financial guidance. Beyond her professional pursuits, Jennie actively engages in charitable work with Wings of Hope Breast Cancer Foundation, making a meaningful impact in the community.
Wealth Management Director
Jennie Hansen CIM®
Edward Evans
Private Wealth Credit Consultant
Jennie Hansen CIM®
Wealth Management Director
Edward brings over 40 years of entrepreneurial and financial expertise to his role. Starting in accounting and business positions within Canadian public company head offices, he later focused on Private Banking units. Since 2019, Edward has been a vital part of The Wealth Council Financial. His unique role involves positioning clients’ personal credit opportunities within Canadian Private Banking and retail/commercial business units. Edward’s goal is to facilitate a positive client experience throughout the credit adjudication process, delivering mutual value for all parties involved. With his extensive knowledge and unwavering commitment, Edward contributes significantly to The Wealth Council Financials’ success.
Private Wealth Credit Consultant
Edward Evans
Jennie is a seasoned professional with 15+ years of experience in retail financial services and a strong background in client service. She is driven by a passion for empowering individuals to achieve their goals and navigate challenges. As a founding member of The Wealth Council Financial, Jennie excels at delivering tailored solutions that meet clients’ unique needs. With her CIM designation and life insurance license, she offers comprehensive financial guidance. Beyond her professional pursuits, Jennie actively engages in charitable work with Wings of Hope Breast Cancer Foundation, making a meaningful impact in the community.
Wealth Management Director
Jennie Hansen CIM®
Edward Evans
Private Wealth Credit Consultant
Jennie Hansen CIM®
Wealth Management Director
Edward brings over 40 years of entrepreneurial and financial expertise to his role. Starting in accounting and business positions within Canadian public company head offices, he later focused on Private Banking units. Since 2019, Edward has been a vital part of The Wealth Council Financial. His unique role involves positioning clients’ personal credit opportunities within Canadian Private Banking and retail/commercial business units. Edward’s goal is to facilitate a positive client experience throughout the credit adjudication process, delivering mutual value for all parties involved. With his extensive knowledge and unwavering commitment, Edward contributes significantly to The Wealth Council Financials’ success.
Private Wealth Credit Consultant
Edward Evans
Jennie is a seasoned professional with 15+ years of experience in retail financial services and a strong background in client service. She is driven by a passion for empowering individuals to achieve their goals and navigate challenges. As a founding member of The Wealth Council Financial, Jennie excels at delivering tailored solutions that meet clients’ unique needs. With her CIM designation and life insurance license, she offers comprehensive financial guidance. Beyond her professional pursuits, Jennie actively engages in charitable work with Wings of Hope Breast Cancer Foundation, making a meaningful impact in the community.
Wealth Management Director
Jennie Hansen CIM®