FEATURED WINNER
Invico Capital Corporation
“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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WINNER:
Alternative Investment Solutions
Provider of the Year
winner:
Alternative Investment Solutions Provider 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 US 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 to over $2.1 billion from $1.4 billion and IDIF’s AUM rising to over $424 million from $342 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 percent women and an overall staff comprised of 55 percent women. Additionally, as a member of the 30 percent 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.invicocapital.com
linkedin.com/company/invico-capital-corporation
info@invicocapital.com
(403) 538-4771
209 8th Avenue SW, Suite 600, Calgary, AB T2P 1B8
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winner:
Alternative Investment Solutions Provider of the Year
Invico Capital Corporation
Randy Beaudoin, CIM
Senior Vice President, National Sales
Allison Taylor, MBA, PM
Chief Executive Officer
Allison Taylor is the Chief Executive Officer, Co-founder, and Portfolio Manager of Invico Capital Corporation and has over 25 years of experience in corporate finance. She is actively involved in the assessment of investments, ongoing regulatory compliance, and accounting on behalf of the firm’s managed investment offerings.
Allison was named CEO of the Year at the 2023 Wealth Professional Awards and has been recognized as one of Canada’s Most Powerful Women. She has an MBA in financefrom the University of Calgary’s Haskayne School of Business and an Honours bachelor’s of science in actuarial science and statistics from the University of Western Ontario.
Chief Executive Officer
Allison Taylor, MBA, PM
facebook.com/TDSLaw
@BuddyMortgages
@BuddyMortgages
Allison Taylor, MBA, PM
Chief Executive Officer
Randy Beaudoin, CIM
Senior Vice President, National Sales
Leadership
Jason Brooks is the President, Co-founder, and Portfolio Manager of Invico Capital Corporation and has over 25 years of experience in private equity and debt financing. He is responsible for structuring complex funding for small and medium-sized businesses on behalf of Invico’s management investment offerings, including Invico Diversified Income Fund, which has an enviable decade-long track record.
In 2022, Jason received the University of Calgary Haskayne School of Business’ prestigious Management Alumni Excellence Award, alongside co-founder Allison Taylor. He is a Chartered Financial Analyst charterholder and graduated from the University of Calgary Haskayne School of Business with a bachelor’s of commerce.
President
Jason Brooks, CFA, PM
Randy Beaudoin is the Senior Vice President of National Sales at Invico Capital Corporation and has over 30 years of experience in corporate finance and fund sales. He oversees the sales and marketing teams at Invico and provides sales coverage to all Canadian provinces and territories on behalf of the Invico Diversified Income Fund. Before joining Invico, Randy served in various sales leadership roles at leading Canadian wealth management institutions.
Randy is a Chartered Investment Manager and resides in Calgary, Alberta, where he is an active community member who has helped raise funds and volunteered for several local charities.
Senior Vice President, National Sales
Randy Beaudoin, CIM
@BuddyMortgages
Jason Brooks, CFA, PM
President
Jason Brooks is the President, Co-founder, and Portfolio Manager of Invico Capital Corporation and has over 25 years of experience in private equity and debt financing. He is responsible for structuring complex funding for small and medium-sized businesses on behalf of Invico’s management investment offerings, including Invico Diversified Income Fund, which has an enviable decade-long track record.
In 2022, Jason received the University of Calgary Haskayne School of Business’ prestigious Management Alumni Excellence Award, alongside co-founder Allison Taylor. He is a Chartered Financial Analyst charterholder and graduated from the University of Calgary Haskayne School of Business with a bachelor’s of commerce.
President
Jason Brooks, CFA, PM
Jason Brooks, CFA, PM
President
1188 Whakue St, Rotorua Central, Rotorua
Jason Brooks,
CFA, PM
President
Allison Taylor,
MBA, PM
Chief Executive Officer
Leadership
Jason Brooks is the President, Co-founder, and Portfolio Manager of Invico Capital Corporation and has over 25 years of experience in private equity and debt financing. He is responsible for structuring complex funding for small and medium-sized businesses on behalf of Invico’s management investment offerings, including Invico Diversified Income Fund, which has an enviable decade-long track record.
In 2022, Jason received the University of Calgary Haskayne School of Business’ prestigious Management Alumni Excellence Award, alongside co-founder Allison Taylor. He is a Chartered Financial Analyst charterholder and graduated from the University of Calgary Haskayne School of Business with a bachelor’s of commerce.
President
Jason Brooks, CFA, PM
Randy Beaudoin is the Senior Vice President of National Sales at Invico Capital Corporation and has over 30 years of experience in corporate finance and fund sales. He oversees the sales and marketing teams at Invico and provides sales coverage to all Canadian provinces and territories on behalf of the Invico Diversified Income Fund. Before joining Invico, Randy served in various sales leadership roles at leading Canadian wealth management institutions.
Randy is a Chartered Investment Manager and resides in Calgary, Alberta, where he is an active community member who has helped raise funds and volunteered for several local charities.
Senior Vice President, National Sales
Randy Beaudoin, CIM
Allison Taylor is the Chief Executive Officer, Co-founder, and Portfolio Manager of Invico Capital Corporation and has over 25 years of experience in corporate finance. She is actively involved in the assessment of investments, ongoing regulatory compliance, and accounting on behalf of the firm’s managed investment offerings.
Allison was named CEO of the Year at the 2023 Wealth Professional Awards and has been recognized as one of Canada’s Most Powerful Women. She has an MBA in financefrom the University of Calgary’s Haskayne School of Business and an Honours bachelor’s of science in actuarial science and statistics from the University of Western Ontario.
Chief Executive Officer
Allison Taylor, MBA, PM
Randy Beaudoin is the Senior Vice President of National Sales at Invico Capital Corporation and has over 30 years of experience in corporate finance and fund sales. He oversees the sales and marketing teams at Invico and provides sales coverage to all Canadian provinces and territories on behalf of the Invico Diversified Income Fund. Before joining Invico, Randy served in various sales leadership roles at leading Canadian wealth management institutions.
Randy is a Chartered Investment Manager and resides in Calgary, Alberta, where he is an active community member who has helped raise funds and volunteered for several local charities.
Senior Vice President, National Sales
Randy Beaudoin, CIM
Allison Taylor is the Chief Executive Officer, Co-founder, and Portfolio Manager of Invico Capital Corporation and has over 25 years of experience in corporate finance. She is actively involved in the assessment of investments, ongoing regulatory compliance, and accounting on behalf of the firm’s managed investment offerings.
Allison was named CEO of the Year at the 2023 Wealth Professional Awards and has been recognized as one of Canada’s Most Powerful Women. She has an MBA in financefrom the University of Calgary’s Haskayne School of Business and an Honours bachelor’s of science in actuarial science and statistics from the University of Western Ontario.
Chief Executive Officer
Allison Taylor, MBA, PM
@TDSLaw
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.
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.
Chris Wutzke, CPA, CA, CFA, PM
Chief Investment Officer
Curt Labelle, P.Eng.
Managing Director, Energy Investments
David Hawkins, CPA, CA
Senior Vice President, Diversified Investments
Chris Wutzke, CPA, CA, CFA, PM
Chief Investment Officer
Curt Labelle, P.Eng.
Managing Director, Energy Investments
David Hawkins, CPA, CA
Senior Vice President, Diversified Investments
David Hawkins, CPA, CA
Senior Vice President, Diversified Investments
Randy Beaudoin, CIM
Senior Vice President, National Sales
Chris Wutzke, CPA, CA, CFA, PM
Chief Operations Officer
Curt Labelle, P.Eng.
Managing Director, Energy Investments
Chris Wutzke is the Chief Investment Officer at Invico Capital Corporation and has over 30 years of senior leadership experience, with 20 of those being in investment management and corporate financial services. As CIO, Chris oversees the investment management team in originating, underwriting, and monitoring bridge loan and factoring facilities and investment portfolio management.
Chris is a Portfolio Manager, Chartered Professional Accountant, Chartered Accountant, and Chartered Financial Analyst charterholder, and graduated from the University of Calgary with a bachelor’s of commerce.
Chief Investment Officer
Chris Wutzke, CPA, CA, CFA, PM
Curt Labelle is the Managing Director of Energy Investments at Invico Capital Corporation and has over 40 years of experience in the North American energy sector. He advises on the short- and long-term roadmap of Invico’s energy portfolio and oversees the energy investment team, in addition to serving on the board of directors for two private oil and gas companies. Before joining Invico, Curt worked in various Chief Executive or President roles at leading Canadian energy companies.
Curt is a Professional Engineer and graduated from the University of Alberta with a bachelor’s of science in petroleum engineering.
Managing Director, Energy Investments
Curt Labelle, P.Eng.
David Hawkins is the Senior Vice President of Diversified Investments at Invico Capital Corporation and has over 25 years of experience in the financial, industrial, and oil and gas services industries. He is responsible for helping facilitate non-energy financings in partnership with the investment team and acting as Vice President for several of Invico’s wholly owned subsidiaries.
David is a Chartered Professional Accountant and Chartered Accountant and graduated from the University of Calgary with a bachelor’s of commerce in accounting.
Senior Vice President, Diversified Investments
David Hawkins, CPA, CA
Chris Wutzke is the Chief Investment Officer at Invico Capital Corporation and has over 30 years of senior leadership experience, with 20 of those being in investment management and corporate financial services. As CIO, Chris oversees the investment management team in originating, underwriting, and monitoring bridge loan and factoring facilities and investment portfolio management.
Chris is a Portfolio Manager, Chartered Professional Accountant, Chartered Accountant, and Chartered Financial Analyst charterholder, and graduated from the University of Calgary with a bachelor’s of commerce.
Chief Investment Officer
Chris Wutzke, CPA, CA, CFA, PM
Curt Labelle is the Managing Director of Energy Investments at Invico Capital Corporation and has over 40 years of experience in the North American energy sector. He advises on the short- and long-term roadmap of Invico’s energy portfolio and oversees the energy investment team, in addition to serving on the board of directors for two private oil and gas companies. Before joining Invico, Curt worked in various Chief Executive or President roles at leading Canadian energy companies.
Curt is a Professional Engineer and graduated from the University of Alberta with a bachelor’s of science in petroleum engineering.
Managing Director, Energy Investments
Curt Labelle, P.Eng.
David Hawkins is the Senior Vice President of Diversified Investments at Invico Capital Corporation and has over 25 years of experience in the financial, industrial, and oil and gas services industries. He is responsible for helping facilitate non-energy financings in partnership with the investment team and acting as Vice President for several of Invico’s wholly owned subsidiaries.
David is a Chartered Professional Accountant and Chartered Accountant and graduated from the University of Calgary with a bachelor’s of commerce in accounting.
Senior Vice President, Diversified Investments
David Hawkins, CPA, CA
Chris Wutzke is the Chief Investment Officer at Invico Capital Corporation and has over 30 years of senior leadership experience, with 20 of those being in investment management and corporate financial services. As CIO, Chris oversees the investment management team in originating, underwriting, and monitoring bridge loan and factoring facilities and investment portfolio management.
Chris is a Portfolio Manager, Chartered Professional Accountant, Chartered Accountant, and Chartered Financial Analyst charterholder, and graduated from the University of Calgary with a bachelor’s of commerce.
Chief Investment Officer
Chris Wutzke, CPA, CA, CFA, PM
Curt Labelle is the Managing Director of Energy Investments at Invico Capital Corporation and has over 40 years of experience in the North American energy sector. He advises on the short- and long-term roadmap of Invico’s energy portfolio and oversees the energy investment team, in addition to serving on the board of directors for two private oil and gas companies. Before joining Invico, Curt worked in various Chief Executive or President roles at leading Canadian energy companies.
Curt is a Professional Engineer and graduated from the University of Alberta with a bachelor’s of science in petroleum engineering.
Managing Director, Energy Investments
Curt Labelle, P.Eng.
David Hawkins is the Senior Vice President of Diversified Investments at Invico Capital Corporation and has over 25 years of experience in the financial, industrial, and oil and gas services industries. He is responsible for helping facilitate non-energy financings in partnership with the investment team and acting as Vice President for several of Invico’s wholly owned subsidiaries.
David is a Chartered Professional Accountant and Chartered Accountant and graduated from the University of Calgary with a bachelor’s of commerce in accounting.
Senior Vice President, Diversified Investments
David Hawkins, CPA, CA