Each client is unique so each client portfolio is developed to meet their unique needs

You can invest into single investments or we can build a custom portfolio for you !

Below is a real example of a custom portfolio. Click the tabs for details.
1
Client details*
2
Historical % Of these Investments*
3
target % of these investments*
4
key dates of these Investments*
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 7 to 10% annually
Strategy
A customized portfolio of 9 suitable investments into established private companies and structured real estate investments. Evenly distributed, $110,000 each
Annual portfolio target %*
8.66%
Annual portfolio target $*
$86,550
Historical results of this portfolio*
Duration
% Return Annually
$ Return Annually
Trailing 1 Year
7.74%
$77,410
Trailing 3 Years
8.92%
$89,200
Since Inception
9.11%
$91,090
#
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
$
238 M
#
Private apartment REIT
9.3
%
11.2
%
12.6
%
0
$
7.6 Bn
#
Private apartment REIT
6.9
%
11.2
%
8.8
%
0
$
1.09 Bn
#
Portfolio of entertainment assets
10.1
%
11.0
%
9.8
%
0
$
90 M
#
Real estate development & asset management
5.4
%
8.5
%
8.3
%
0
$
867.3 M
#
Corporate lending & energy assets
6.1
%
9.4
%
9.2
%
0
$
501 M
#
Self-Storage facilities
8.9
%
%
10.1
%
0
$
1.64 B
#
Portfolio of healthcare clinics
9.0
%
9.0
%
9.0
%
0
$
260 M
#
Portfolio of SMEs
8.0
%
8.0
%
8.0
%
0
$
260 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
#
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
#
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, 2024
#
Portfolio of SMEs
2010
Jul 2018
May 30, 2024
Average
2010
2015
2023

Why are you Here?

please select one:

I want to investI am a Rainmaker clientI am an investment issuer

Client Q&A Meeting - 30 minutes

Your meeting to discuss matters related to your investments will be with:
Sean Blix
Rainmaker & Client Advisor
30 Minutes
Web conferencing details will be provided as soon as you book
This is a 30 minute meeting which should provide enough time to:
  • Discuss your questions and your current situation
  • Schedule next steps
Booking options with Sean Blix:
  • Typically 2-3 hours is blocked in the mornings and is made available for meetings by phone and Zoom
  • The calendar will only show available dates and times for the next 10 calendar days
  • If you require a date and time which is not available, please send an email request with alternate options and we will do what we can to accommodate you. Thank you

Investments Q&A Meeting - 30 minutes

Your meeting to discuss investments which are of interest to you and your current situation will be with:
Sean Blix
Rainmaker & Client Advisor
30 Minutes
Web conferencing details will be provided as soon as you book
This is a 30 minute meeting which should provide enough time to:
  • Review and discuss investments which are of interest to you and your current situation
  • Address any additional questions
  • Schedule next steps
Booking options with Sean Blix:
  • Typically 2-3 hours is blocked in the mornings and is made available for meetings by phone and Zoom
  • The calendar will only show available dates and times for the next 10 calendar days
  • If you require a date and time which is not available, please send an email request with alternate options and we will do what we can to accommodate you. Thank you

Rainmaker Issuer Meeting - 30 minutes

Your Rainmaker meeting will be with:
Sean Blix
Rainmaker & Client Advisor
30 Minutes
Web conferencing details will be provided as soon as you book
This is a 30 minute meeting which should provide enough time to:
  • Discuss Know Your Product (KYP) details or client matters
  • Schedule next steps
Booking options with Sean Blix:
  • Typically 2-3 hours is blocked in the mornings and is made available for meetings by phone and Zoom
  • The calendar will only show available dates and times for the next 10 calendar days

1

Strategic Matching

Custom tools to align clients with investments which match income objectives, tax strategies and lifestyle
  • Personal Control
  • Lifestyle & values alignment
  • Know Your Client suitability

2

exclusive access

On-going introductions to investments which may not be available through traditional accountants, brokers, banks, or advisors
  • Unique investments for unique clients
  • Strategic portfolio diversification away from public markets
  • Personal access to tax and corporate structuring experts

3

Info & Tools

Analytics and commentary to evaluate and stay informed
  • Investment specific media updates
  • Client focused analytics
  • Access to management

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!

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Copyright © Rainmaker Investment Advisory 2024 All Rights Reserved
PrivacyDisclaimer
* 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 : 25 October 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.