FEATURED WINNER
McIver Capital Management at CG Wealth Management
“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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WINNER:
The National Bank Independent Network Award for Advisory Team of the Year
(Under 10 Staff)
winner:
The National Bank Independent Network Award for Advisory Team of the Year (Under 10 Staff)
McIver Capital Management at CG Wealth Management is an award-winning team delivering institutional-quality portfolio management services to organizations, families, and individuals. The seven-person team includes a four-person Investment Committee with 81 years of combined experience and expertise and holds numerous degrees and designations.
Employing Modern Portfolio Construction, a Nobel Prize-winning approach, McIver Capital Management strategically constructs client portfolios for optimal success based on asset allocation. Additionally, the Investment Committee tactically analyzes individual securities, considering company fundamentals, to ensure proper asset class structuring and security selection.
With a 12-year verifiable performance track record, audited by third parties, McIver Capital Management has consistently delivered strong net returns to clients. Their robust client service platform ensures exceptional care for all clients. The team’s exceptional performance, along with a disciplined business development strategy, has driven remarkable year-over-year growth.
www.mcivercapital.com
linkedin.com/company/mcivercapital
mcivercapitalmanagement@cgf.com
604-643-7387
609 Granville St., Suite 2200, Vancouver, BC V7Y 1H4
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winner:
The National Bank Independent Network Award for Advisory Team of the Year (Under 10 Staff)
McIver Capital Management at CG Wealth Management
Neil McIver, CIM
Founder & Senior Portfolio Manager
Neil McIver, is an accomplished Senior Portfolio Manager at CG Wealth Management and Founder of McIver Capital Management. With 30+ years of experience, Neil manages a $385 million+ portfolio. He is recognized as Canada’s Top Wealth Advisor (The Globe & Mail/SHOOK Research; 2021 & 2022) and listed on Wealth Professional’s Top 50 Advisor list (2022). Neil began his career at Pemberton Securities in 1985, gaining invaluable knowledge. As a trusted advisor, he manages institutional and private clients’ assets, offering comprehensive services in portfolio management, estate planning, and seamless wealth transition strategies. Serving clients nationwide, Neil is also a respected financial columnist, speaker, and active community contributor, residing in West Vancouver.
Founder & Senior Portfolio Manager
Neil McIver, CIM
facebook.com/McIverCapital
@mcivercapital
Neil McIver, CIM
Chief Executive Officer
Leadership
Matt has 12 years of industry experience including 9 alongside Neil and McIver Capital Management. Matt plays a crucial role on the Investment Committee and excels in managing portfolios, executing trades, and ensuring the day-to-day administration of client portfolios. His commitment to the financial community is evident through his 10-year involvement in designing and implementing a Stock Market Challenge at a local high school. Matt holds a CIM® designation and is actively pursuing his CFP® certification while being a CFA Level 2 Candidate. His expertise, dedication, and continuous professional growth make him an invaluable asset.
Senior Portfolio Manager
Matthew Ehrenreich, CIM®, BBA
Matthew Ehrenreich, CIM®, BBA
Senior Portfolio Manager
Matt has 12 years of industry experience including 9 alongside Neil and McIver Capital Management. Matt plays a crucial role on the Investment Committee and excels in managing portfolios, executing trades, and ensuring the day-to-day administration of client portfolios. His commitment to the financial community is evident through his 10-year involvement in designing and implementing a Stock Market Challenge at a local high school. Matt holds a CIM® designation and is actively pursuing his CFP® certification while being a CFA Level 2 Candidate. His expertise, dedication, and continuous professional growth make him an invaluable asset.
Senior Portfolio Manager
Matthew Ehrenreich, CIM®, BBA
1188 Whakue St, Rotorua Central, Rotorua
Matthew Ehrenreich, CIM®, BBA
Senior Portfolio Manager
Neil McIver, CIM
Founder & Senior Portfolio Manager
Leadership
Matt has 12 years of industry experience including 9 alongside Neil and McIver Capital Management. Matt plays a crucial role on the Investment Committee and excels in managing portfolios, executing trades, and ensuring the day-to-day administration of client portfolios. His commitment to the financial community is evident through his 10-year involvement in designing and implementing a Stock Market Challenge at a local high school. Matt holds a CIM® designation and is actively pursuing his CFP® certification while being a CFA Level 2 Candidate. His expertise, dedication, and continuous professional growth make him an invaluable asset.
Senior Portfolio Manager
Matthew Ehrenreich, CIM®, BBA
Neil McIver, is an accomplished Senior Portfolio Manager at CG Wealth Management and Founder of McIver Capital Management. With 30+ years of experience, Neil manages a $385 million+ portfolio. He is recognized as Canada’s Top Wealth Advisor (The Globe & Mail/SHOOK Research; 2021 & 2022) and listed on Wealth Professional’s Top 50 Advisor list (2022). Neil began his career at Pemberton Securities in 1985, gaining invaluable knowledge. As a trusted advisor, he manages institutional and private clients’ assets, offering comprehensive services in portfolio management, estate planning, and seamless wealth transition strategies. Serving clients nationwide, Neil is also a respected financial columnist, speaker, and active community contributor, residing in West Vancouver.
Founder & Senior Portfolio Manager
Neil McIver, CIM
Neil McIver, is an accomplished Senior Portfolio Manager at CG Wealth Management and Founder of McIver Capital Management. With 30+ years of experience, Neil manages a $385 million+ portfolio. He is recognized as Canada’s Top Wealth Advisor (The Globe & Mail/SHOOK Research; 2021 & 2022) and listed on Wealth Professional’s Top 50 Advisor list (2022). Neil began his career at Pemberton Securities in 1985, gaining invaluable knowledge. As a trusted advisor, he manages institutional and private clients’ assets, offering comprehensive services in portfolio management, estate planning, and seamless wealth transition strategies. Serving clients nationwide, Neil is also a respected financial columnist, speaker, and active community contributor, residing in West Vancouver.
Founder & Senior Portfolio Manager
Neil McIver, CIM
@McIverCapital
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.
McIver Capital Management
Matthew Ehrenreich, CIM®, BBA
Senior Portfolio Manager