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Rainmaker Investment Advisory Logo

An independent investment advisory helping successful family offices, business owners and professionals to make their personal investment portfolios a success

proudly making it rain since 2005

Clients come to Rainmaker seeking expert advice and they develop a trust because they are provided with three key elements which are crucial for investing success and peace of mind
rain·mak·er : Historically, a Rainmaker is a person who has a special ability to make it rain so farmers achieve success. Rainmaker Investment Advisory seeks to give you a similar advantage.

Target & performance
OF The current 10 investments*

Current
Annual
Target

  • 8.66
    %
    Income & Growth*

trailing
average
Since
Inception

  • 9.29
    %
    Income & Growth*

trailing
3 Years
average

  • 7.90
    %
    Income & Growth*

trailing
1 Year
Average

  • 7.79
    %
    Income & Growth*

Who, why and how

Take a minute to watch this video, it could have a very positive impact on your life! I am genuinely honest and I value my time; I will only work with you if I believe I can help you.

You can invest on a one-off basis or we can build you a custom portfolio

Below is a real example of a custom portfolio. Click the tabs for details.
Client Type
Married couple
Net Worth
>$5,000,000
Current Income
>$250,000
Assets
Real estate, various investments, cash, personal company, holding company
Cash available to invest
$1,000,000
Investment objectives of client
Income target of 6 to 12% annually
Strategy
A customized portfolio of 10 suitable investments into established private companies and structured real estate investments. Evenly distributed, $100,000 each
Annual portfolio target %*
8.66%
Annual portfolio target $*
$86,550
Historical results of this portfolio*
Duration
% Return Annually
$ Return Annually
Trailing 1 Year
7.79%
$77,900
Trailing 3 Years
7.90%
$78,967
Since Inception
9.29%
$92,940
#
Sector / Focus of company
Trailing Rate 12 months %
Trailing Rate
3 years %
Trailing Rate since inception
‍%
missed Pmts
Issuer AUM $
#
Short-term residential lending (MIC)
7.6
%
6.5
%
8.4
%
0
$
235.6 M
#
Corporate lending
6.0
%
5.6
%
6.9
%
0
$
38.7 M
#
Private apartment REIT
7.3
%
10.9
%
12.7
%
0
$
7.4 Bn
#
Private apartment REIT
10.3
%
11.8
%
8.9
%
0
$
976 M
#
Portfolio of entertainment assets
9.5
%
10.7
%
10.0
%
0
$
90 M
#
Real estate development & asset management
5.4
%
8.6
%
8.5
%
0
$
824 M
#
Corporate lending & energy assets
5.8
%
%
9.8
%
0
$
500 M
#
Self-Storage facilities
9.0
%
%
10.7
%
0
$
1.54 B
#
Portfolio of healthcare clinics
9.0
%
9.0
%
9.0
%
0
$
250 M
#
Portfolio of SMEs
8.0
%
8.0
%
8.0
%
0
$
250 M
Averages / Total
7.79%
7.90%
9.29%
0
$12.1 Bn
#
Sector / Focus of company
Annual Income
Target %
Annual Equity Target
%
Income & Equity Total
%
Pmts Frequency
Currency
#
Short-term residential lending (MIC)
8.05
%
0
%
8.05
%
Monthly
CAD
#
Corporate lending
6
%
2
%
8
%
Monthly
CAD
#
Private apartment REIT
4
%
4
%
8
%
Monthly
CAD
#
Private apartment REIT
6
%
1
%
7
%
Monthly
CAD
#
Portfolio of entertainment assets
6.8
%
2
%
8.8
%
Monthly
CAD, USD
#
Real estate development & asset management
5
%
4
%
9
%
Monthly
CAD, USD
#
Corporate lending & energy assets
7
%
1
%
8
%
Monthly
CAD, USD
#
Self-Storage facilities
5.7
%
6
%
12
%
Monthly
CAD, USD
#
Portfolio of healthcare clinics
9
%
0
%
9
%
Quarterly
CAD
#
Portfolio of SMEs
8
%
1
%
9
%
Quarterly
CAD
Average targets
6.56%
2.1%
8.66%
NA
NA
#
The Company's Focus
Year founded
Inception date of Current investment
Date of latest Offering Document
#
Short-term residential lending (MIC)
2007
Mar 2007
Apr 30, 2024
#
Corporate lending
2009
Jan 2017
May 1, 2024
#
Private apartment REIT
2009
Aug 2009
May 1, 2024
#
Private apartment REIT
2016
Jul 2016
Mar 20, 2024
#
Portfolio of entertainment assets
2009
Sep 2020
Apr 1, 2024
#
Real estate development & asset management
2009
Oct 2018
May 1, 2023
#
Corporate lending & energy assets
2005
Sep 2013
Apr 2, 2024
#
Self-Storage facilities
2006
Feb 2020
Jun 30, 2023
#
Portfolio of healthcare clinics
2010
Jan 2019
May 28, 2023
#
Portfolio of SMEs
2010
Jul 2018
May 14, 2023
Average
2010
2015
2023

Currently there are 10 fantastic investments to choose from

Combined, these investments have:*

  • Never missed a single monthly or quarterly distribution
  • Assets under management >$12 Billion
  • Tax advantages; in many cases, a large portion of distributions are paid to investors as a return of capital. This results in even great profits for investors
  • Options to invest with USD or CAD
  • An average annual target return to investors of 8.66%
  • An average return to investors of 7.79% for the trailing 1 year
  • An average return to investors of 7.90% for the trailing 3 years
  • An average return to investors of 9.29% since inception; an average of 8 years

Create your own personal portal

Take a moment to watch this video to see how to create your own portal and benefit. You will be able to view investment presentations, offering documents, and make investment reservations from wherever you are!

Common client objectives

  • Invest into established private companies and structured real estate investments instead of stocks and mutual funds etc
  • Reduce the grind from tax rates on investment income
  • Create a custom investment portfolio for the personal Holding Company (HoldCo)
  • Reinvest funds in the RRSPs and TFSAs to reduce correlation to stocks and mutual funds
  • Generate consistent income with a target of 6-12% per year
  • Generate investment income to replace employment and/or business income
  • Enhance peace-of-mind by protecting current wealth
  • Free up wealth which is tied up in business and illiquid assets

pride

Since 2005, clients have gained income and peace-of-mind from a combination of private investments and tax strategies - customized to suit their unique situations.

ACCOUNTABILITY

It is in my blood to develop human connections based on trust, shared values, and like-mindedness.

Because my clients become my friends, my advisory is based on the personal well-being of them and their families, not transactions.

Where do you begin?

Schedule a call with me;
Within 15 minutes I will know if I can assist you with your investment portfolio, and you will know if this will help you to better enjoy your life & sleep at night

Authentic, convenient and effective!

* With every investment, there are risks which may or may not effect your decision to invest. Always read the offering documents.
* The target rates, historical data and dates provided can all be referenced back to the Fund Facts sheet and offering documents for each respective investment. The Fund Facts and documents are available on this website by logging in and viewing each respective investment. You can view and download all offering documents.
* Any references to % rates of return, or a length of time, are always to be considered as targets set by management of each investment. The management will strive to achieve their respective targets and may have a history of achieving these targets, however, there are no guarantees these will be achieved in the future. Actual profits may be higher or lower. No investment is guaranteed to achieve its targets or protect invested capital.
* Rates are net of fees.
* Target and historical figures were last updated : 21 May 2024
Sentinel Financial Management has been in business for over 40 years and conducts the due diligence on each investment before and during the time which any investment is available to invest into.
X
* Special Situations are only announced when there is something special

SpaceX Shares

On a first come, first served basis, Rainmaker has a small block of shares at $120 USD / share, net of fees!

Make your reservation now! This close is targeted to take place on or prior to June 30, 2024.

This block is secured directly from one of the highest quality parties at the SpaceX cap table. It has been made available due to a strong relationship.