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Below is an example of a diversified portfolio created for A client -
The effort to customize Your portfolio will be similar*

Target and historical figures were last updated : 3 Nov 2023
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
$500,000
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, $50,000 each
Annual portfolio target %
8.66%
Annual portfolio target $
$43,275
Historical results of this portfolio, Based on investing $500,000*
Duration
% Return Annually
$ Return Annually
Trailing 12 Months
8.21%
$41,030
Trailing 3 Years
8.73%
$43,650
Since Inception
9.29%
$46,455
#
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)
6.3
%
6.5
%
8.0
%
0
$
215 M
#
Corporate lending
6.3
%
4.8
%
7.0
%
0
$
38 M
#
Private apartment REIT
7.3
%
10.4
%
12.8
%
0
$
7 Bn
#
Private apartment REIT
11.1
%
11.9
%
9.1
%
0
$
903 M
#
Portfolio of entertainment assets
6.5
%
9.8
%
9.7
%
0
$
90 M
#
Real estate development & asset management
8.3
%
8.3
%
8.5
%
0
$
786 M
#
Corporate lending & energy assets
7.7
%
9.0
%
10.6
%
0
$
485 M
#
Self-Storage facilities
9.4
%
9.6
%
10.3
%
0
$
1.38 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
10.03%
8.59%
9.49%
0
$12.6 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
%
2
%
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
6
%
6
%
12
%
Monthly
CAD, USD
#
Portfolio of healthcare clinics
9
%
0
%
9
%
Quarterly
CAD
#
Portfolio of SMEs
8
%
%
8
%
Quarterly
CAD
Average targets
6.42%
2.1%
8.52%
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, 2023
#
Corporate lending
2009
Jan 2017
Sep 1, 2023
#
Private apartment REIT
2009
Aug 2009
Sep 1, 2023
#
Private apartment REIT
2016
Jul 2016
Mar 20, 2023
#
Portfolio of entertainment assets
2009
Sep 2020
Apr 1, 2023
#
Real estate development & asset management
2009
Oct 2018
May 1, 2023
#
Corporate lending & energy assets
2005
Sep 2013
Apr 3, 2023
#
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

Why are you Here?

please select one - It will guide you through the website

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, tax strategies & corporate structures which are not 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!

* 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.
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.