Since 2005, DaVinci Capital has been one of Canada’s leading boutique, independent, employee owned alternative investment managers. We have a long history of working with licenced financial advisors, insurance advisors, fee only planners and other financial professionals.
We welcome you to connect to see how our alternative strategies can benefit your clients. In 2017, our offering extended to build relationships with fee-based advisors, discretionary portfolio managers and other investment counsel firms via an F-series on the DaVinci Alternative Income Fund (Private Real Estate). Over time, we expect to launch further alternative strategies outside of real estate.
Our financial services experience enables us to understand the needs of our referral partners and seamlessly integrate our portfolio management services with any other financial planning services that they may be quarterbacking. Our referral program provides full transparency, a monthly payment structure and full support for the referring advisor at the portfolio management and administrative levels. We provide innovative financial solutions to advisors referring the majority of their client assets to DaVinci and succession planning solutions to those who are retiring or looking to monetize their practice.