Family Offices in Canada

Adventure Capital is a family-led investment firm founded in 1998 in Calgary, Alberta, Canada. The firm operates as a strategic investment partner providing capital and mentorship to early-stage companies, with a particular focus on enterprise and B2B SaaS.Adventure Capital believes in deep partnerships with the entrepreneurs they invest in, offering not just financial backing but expertise, networks, and board-level guidance. The firm takes a selective approach, committing deeply to fewer ventures with a long-term investment horizon rather than pursuing quick exits.Key team members include Brian Craig (Managing Partner), Shelley Kuipers (Partner), Kellen Kuipers (Principal), and Chris Duncan (Head of Accounting/Finance).

Berry Family Office is a single-family investment firm established in 2022 by David and Eric Berry. The firm is dedicated to investing the family's assets with a long-term perspective focused on growth and innovation. Their investment strategy targets areas poised for significant future impact and value creation.The firm's primary investment areas include Human Health, recognizing technology's potential to fundamentally transform healthcare over the coming decades. They also have a strong focus on Artificial Intelligence (AI), identifying it as a highly disruptive technology with enormous potential for companies that can deliver unique and lasting value. Additionally, Berry Family Office explores opportunities arising from Market Inefficiencies, seeking esoteric market arbitrage and developing custom-suited financial instruments.Founded in Montreal, Quebec, Canada, Berry Family Office operates with a lean team of professionals. While specific portfolio companies are not publicly disclosed, their investment thesis centers on supporting ventures that align with their core areas of interest in health and technology, driven by a commitment to long-term growth.

Birinco Family Office is a single-family office based in Montreal, Canada. The firm provides financial planning, investment management, portfolio management, tax advisory, and fiduciary services. Led by Randall Birks as Chief Investment Officer and Vice-President since 2009, who previously was a Partner and Head of Research at a multi-family investment office in New York. Birinco operates from 1002 Rue Sherbrooke Ouest, Bureau 2520, Montreal.

Dancap Family Investment Office is a Toronto-based single family office established in 2000 by Aubrey Dan and Elias Toby. The firm focuses on alternative assets including private equity, private debt, infrastructure, and hedge funds, as well as traditional assets such as public equities, fixed income, and real estate. Although Canadian-based, the investment portfolio is global with a primary focus on US opportunities. The portfolio includes over 50 specialized asset managers, more than 120 funds, and over 1,100 underlying portfolio companies.

DCARBON is a Canadian family office that operates as an investment firm, focusing on extraordinary founders who are dedicated to decarbonizing the world. The firm primarily invests in pre-seed to Series A climate tech start-ups globally. Their investment strategy is distinguished by over 50 years of experience in infrastructure investing, which provides a unique perspective when collaborating with founders to navigate the path to commercialization and secure institutional capital.Founded by Albert Lin, DCARBON leverages a deep understanding of strategic finance to support its portfolio companies. Prior to establishing DCARBON, Albert Lin held the position of Senior Vice President, Investments, with Brookfield Asset Management, bringing significant expertise in large-scale investments to the firm.DCARBON's diverse portfolio showcases its commitment to climate innovation across various sectors. Notable investments include SpaceX, which is advancing telecommunication and satellite monitoring; Group 14, a leader in advanced silicon battery technology; ZayZoon, a fintech platform for earned wage access; Peak Power, offering battery, EV, and building-to-grid optimization; CalWave, developing autonomous wave energy converters; Erthos, creating bio-plastic resins from plant waste; Clean Fiber, manufacturing sustainable insulation; Harvest Thermal, enabling homes to act as thermal batteries; and Ascend Elements, focused on recovering critical minerals from EV batteries.The firm's team, led by Albert Lin, is described as well-rounded with deep expertise in strategic finance, aiming to foster a greener, brighter future through their investments. They actively partner with founders, providing not just capital but also strategic guidance to help scale transformative technologies.

Fulmer & Company is a family office investment firm based in Vancouver, Canada, with an additional office in Manhattan Beach, California. The firm focuses on establishing partnerships with small and medium-sized enterprises, aiming to either acquire companies for long-term operation or invest in them to foster growth. They seek profitable Canadian companies with an annual EBITDA over $1 million and a Total Enterprise Value between $2 million and $25 million, as well as growing local, national, or multinational businesses that demonstrate a clear vision, innovative approach, and competitive edge. The firm emphasizes a long-term, flexible approach and a deep commitment to community engagement and giving back.Founded in 2010 by Yuri Fulmer, the firm evolved from his extensive entrepreneurial background in the food and hospitality industry, where he built a significant portfolio of restaurant ventures. Fulmer & Company was established to continue his passion for nurturing entrepreneurship and helping businesses grow. Yuri Fulmer, the Chairman, is a prominent Canadian business leader and philanthropist, known for his involvement with organizations like United Way Worldwide, where he serves as Global Chairman, and his role as Chancellor of Capilano University. His commitment to community is further demonstrated through The Fulmer Foundation, established in 2019, which focuses on social issues and supports initiatives like the Goodly Foods Society.Fulmer & Company has built a diverse portfolio across various sectors, including consumer goods, business services, technology, hospitality, manufacturing, and cleantech. Notable investments include Waxwell, a waxing and brow business; Eirene Cremations, a modern cremation service; Intelligent City, a leader in prefabricated mass timber building systems; Blume, a superfood brand; Aquacycl, a biotech company; Therma, a technology company providing IoT solutions for cold chain management; Little Kitchen Academy, a cooking academy for children; ChopValue, a company focused on upcycling chopsticks; Clir Renewables, an AI software company for renewable energy; and CareCru, an AI-powered virtual dental practice assistant. The firm has also made investments in companies like Foodee, GoJava.ca, and BBSPro Services Inc.The team at Fulmer & Company brings a strong track record of business development to each venture. Their approach is characterized by flexibility and a long-term perspective, with an open door to new ideas and partnerships. The firm's leadership, particularly Yuri Fulmer, combines extensive business acumen with a profound dedication to social responsibility, aiming to make a meaningful impact beyond financial returns by strengthening communities and supporting innovative solutions to societal challenges.

Hedgewood is a private investment firm that engages in value-oriented investments across a diverse range of asset classes, including venture capital, private equity, public markets, real estate, and specialty finance. The firm operates with a flexible, nimble, and opportunistic approach, utilizing its own capital, which allows for longer investment horizons. Hedgewood focuses on identifying and supporting companies with strong potential for growth and value creation.The firm was founded in 2000 by Jesse Rasch, a seasoned internet entrepreneur. Prior to establishing Hedgewood, Rasch founded and led webhosting.com and InQuent Technologies, both of which were successfully sold to AT&T. He later re-acquired and re-sold InQuent, demonstrating his entrepreneurial acumen. Rasch is also a past recipient of the Ernst & Young Entrepreneur of the Year Award and was the founding investor of VerticalScope (TSX:FORA), a company that develops and acquires commerce and social communities. Through his family foundation, he also established NutritionFacts.org, a prominent non-profit resource for plant-based nutrition.Hedgewood's featured venture investments span various sectors, including Consumer, Enterprise, Healthcare, and CPG. Notable portfolio companies mentioned include VerticalScope, Sunflower Labs, L-Nutra, Vetster, flipp, and Well.ca. The firm's investment strategy is broad, encompassing early-stage startups to more mature companies, reflecting its opportunistic nature and commitment to long-term value.The senior team at Hedgewood includes Jesse Rasch as Founder & Managing Director, Greg Leung as VP Finance, and Vinay Vishwanath as VP Investments. Wayne Bigby is also listed as President. The team leverages extensive experience in technology, finance, and entrepreneurship to identify and nurture promising investment opportunities. Hedgewood maintains a strict policy regarding unsolicited business plans, requiring PDF deck submissions and explicitly stating they do not invest in cannabis, blockchain, or cryptocurrency sectors. The firm also does not sign Non-Disclosure Agreements (NDAs) until a term sheet is signed and in-depth due diligence is initiated.

Horizon Capital Holdings is a Canada-based single-family office established in 2005 to manage the wealth and investments of the Martin family, specifically the family of the Right Honorable Paul Martin. In addition to providing management services to family members, Horizon is a broad-based investment vehicle for non-marine related holdings, providing diversification from CSL Group (Canada Steamship Lines). The firm invests in public markets, real estate, and holds direct ownership positions in operating businesses in North America, providing patient capital to small and medium-sized businesses with positive cash flows and strong growth prospects.

JPK Capital is a family office led by serial entrepreneur Joe Poulin, dedicated to partnering with forward-thinking entrepreneurs and companies that aim to build a sustainable future. The firm is driven by values of curiosity, ingenuity, and creating sustainable, positive change. They invest globally in startups, scale-ups, and public and private equities, seeking to make positive changes that move the world in the right direction.Founded in 2017, JPK Capital's investment approach is deeply influenced by its leadership's lived experience as operators and partners. Joe Poulin, the firm's founder, previously built and grew Luxury Retreats into a leading villa rental company before its acquisition by Airbnb in 2017. This background provides JPK Capital with a uniquely founder-friendly perspective, offering valuable knowledge, insight, and an unparalleled network to support its portfolio companies.The firm has powered more than 80 teams around the world, with investments spanning various stages from seed to growth rounds. Notable portfolio companies include Figment, a blockchain infrastructure and software provider, and Onward, a technology company focused on digital solutions for behavioral change. JPK Capital's portfolio also features investments in well-known companies such as DraftKings, Airbnb, Palantir, Clearco, Udemy, and Skillz, demonstrating a broad interest across high-growth technology and consumer sectors.JPK Capital's team, comprising experienced partners like Joe Poulin, Mark J. Coleman, Vicky Bathija, Vassilis Stachtos, Kimberly Small, Rey Calcano, Gian Carlo Di Tommaso, Justin Fridman, and Philip Eaton, leverages its collective expertise to elevate the next generation of entrepreneurs. The firm maintains offices in key global hubs, including New York, Montreal, and Barbados, facilitating a wide reach for its investment activities.

NCP Digital Family Office is a multi-family office that provides integrated wealth management services, including wealth planning, investment management, and family dynamics services. The firm emphasizes a disciplined, integrated approach to managing wealth, aiming to free clients from the complexities of financial management. They are noted for pioneering the inclusion of digital assets into broader investment policy design and portfolio construction, offering clients enhanced control, transparency, and cost efficiency through access to innovative direct public and private investment opportunities.Founded in 2011, NCP Digital Family Office evolved from serving a single family into a commercial multi-family office. The firm operates with a legal and ethical fiduciary duty, ensuring they serve the best interests of their clients and are not compensated to sell financial products. They bring over 25 years of experience, gained as a single-family office, to address the financial goals of the families they serve.NCP Digital Family Office offers direct private equity solutions, having developed internal capabilities to source and execute private equity investing. They employ a direct PE co-investment model, inviting institutional partners to participate alongside their client families in NCP-led investments. Their investment portfolio, as noted by PitchBook, includes companies such as WR Transformateurs, Cast7, and Beauce Caoutchouc, primarily within the Electrical Equipment and Commercial Services industries.The firm's team includes key personnel such as Grant Colby (CEO & Managing Director), Mario Jacob (Managing Director & Counsel), Ovidiu Schiopu (COO & Managing Director), Russell Lazaruk (Portfolio Manager & Managing Director), and Samantha Colby (Associate & Client Service Manager). NCP Digital Family Office is registered in British Columbia, Alberta, Ontario, and Quebec, and is based in Victoria, British Columbia, Canada.

New Avenue Capital is a family office based in Vancouver, Canada, founded in 2010. The firm provides funding to early-stage technology companies in the form of equity and debt, with a focus on social impact investing.

Paterson Partners operates as the single Family Office of G. Scott Paterson, focusing on an advisory and operational approach to fostering the growth of businesses. The firm is industry agnostic for its short and medium-term, capital gains-focused opportunities. However, it maintains a specific interest in early-stage ventures within the Technology, Fintech, Artificial Intelligence (AI), Crypto, and Media sectors. The firm also allocates capital to long-term mid and large-cap growth stocks, as well as private equity, venture funds, and money managers.The firm's investment strategy emphasizes active participation, often involving board roles and business development. This hands-on approach is designed to accelerate the success of its portfolio companies by providing capital markets and corporate development advisory, board oversight, and operational support. Paterson Partners is particularly interested in business opportunities that originate in the North American market but possess significant global potential.G. Scott Paterson, a prominent entrepreneur, financier, and investor, leads Paterson Partners. His extensive career includes building Yorkton Securities into a leading technology, biotechnology, and media investment bank in Canada. He has also co-founded and held leadership positions in several successful companies, such as JumpTV (later NeuLion Inc.), Symbility Solutions, and QYOU Media Inc. His background highlights a deep expertise in technology, media, and financial services, which informs the family office's investment focus and operational engagement.The team at Paterson Partners includes G. Scott Paterson as Founder, supported by an Executive Assistant, a Junior Partner, an Analyst, a Director of Finance, and an Accounting Coordinator. This lean team structure enables a focused and dedicated approach to managing investments and actively supporting portfolio companies, leveraging the collective experience in finance, technology, and operational management.

PIC Investment Group Inc. is a Canadian family office and diversified holding company that engages in both direct ownership of operating companies and strategic minority equity investments. The firm provides comprehensive back-office support to its controlled entities, encompassing services such as payroll and benefits administration, training facilitation, controller seconding, financing, mergers and acquisitions expertise, and strategic planning. Their investment focus spans a range of sectors including the agriculture industry, healthcare, chemical distribution and manufacturing, niche transportation, and real estate. Additionally, they allocate capital to funds specializing in the food and beverage, and health and wellness sectors. PIC Investment Group employs a Board Governance strategy, actively participating on the boards of its portfolio companies to provide expertise and support to leadership.The firm's origins trace back to 1976 when it was founded as Prairie Industrial Chemicals Ltd. by Jim Yuel. Initially a chemical distribution company, it rapidly expanded its operations and diversified into various other industries, including chemical packaging, manufacturing, transportation, import/export, and property management. A significant reorganization led to the formation of separate core businesses under the umbrella of a new parent company, which was subsequently renamed PIC Investment Group Inc. to better reflect its broader corporate mandate and investment activities.PIC Investment Group's portfolio includes a diverse array of operating companies such as ClearTech Industries, Caron Transportation Systems, Panther Industries, Hydor-Tech Limited, Round Table Management, PIC Flight Services, and Adventure Destinations International. Their equity investments feature companies like Coconut Software, a fintech solution provider, and agtech innovators Maiafarms and Ukko Agro. The firm also acts as a limited partner in various funds, including District Ventures Capital CPG Funds, Westcap MBO Investment LP Funds, and Longbow Capital, which invested in Spur Petroleum.The leadership team is headed by President & CEO Greg Yuel, who brings extensive experience from working across the firm's operating companies. The team comprises dedicated portfolio managers, a Chief Financial Officer, a Chief of Equity Investment, and an Executive Vice President of Opportunity Procurement, alongside a robust office team specializing in human resources, payroll, accounting, and financial analysis. PIC Investment Group emphasizes an active investment approach, seeking opportunities where they can add significant value through their networks and operational expertise, rather than simply providing capital.

Samimi Family Office is a Canadian family office focused on venture capital and technology investments. The firm invests across multiple sectors including mining, entertainment technology, and financial services, with notable portfolio companies such as Altus Copper, MEvU, and WonderFi Technologies.The family office is connected to Shahab "Sean" Samimi, a distinguished founder and tech-focused entrepreneur with a career spanning finance and technology innovation. With over 15 years of experience, Sean has played a pivotal role in guiding, investing in, and partnering with small to medium-sized Canadian enterprises. The firm is also associated with 7 Gate Ventures, a family office venture capital firm based in Vancouver and Silicon Valley.

SFG Investments Ltd. is the operating entity of the Shaw Family Office based in Calgary, Alberta, Canada. Founded in 2010, SFG is a single-family office that manages the wealth of the Shaw family. The firm is led by CEO Jana Neal and employs approximately 10 people. SFG operates in financial investment activities and manages diversified investments.

Sharno Group is a privately owned independent principal investment group and family office based in Toronto, Canada, established in 2018. The firm is dedicated to identifying strategic, value-add investment opportunities across a diverse range of traditional and alternative asset classes and strategies. With a strong commitment to value creation, Sharno Group seeks strategic partnerships and adopts a long-term perspective in its investment underwriting and selection processes. The firm's partners leverage the extensive experience, expertise, and relationships of its principals to drive successful outcomes.As a private equity investor, Sharno Group focuses on the Canadian middle market, targeting companies that typically generate between $2 million and $10 million of annual EBITDA. While generally industry-agnostic, the team possesses particular experience in sectors such as retail, manufacturing, consumer brands, real estate, and transportation & logistics. The firm's private equity strategy often involves control investments, offering flexible buyout solutions and supporting existing management teams to foster long-term growth. Sharno Group also has specific experience in restructuring transactions.In the real estate sector, Sharno Group, in conjunction with Sharno Developments, actively pursues value-add opportunities within the Greater Toronto Area (GTA) and surrounding Ontario markets. The firm aims to build enduring partnerships with like-minded real estate investors to facilitate the development of compelling and unique real estate assets. Additionally, Sharno Group is the seed investor in the Azalea Fund LP, a private investment fund managed by its affiliate, Sharno Capital Corporation. This fund concentrates on smaller capitalization public equities in North America, primarily in Canada, employing a fundamental deep value and research-intensive approach.The leadership team includes Albert Soberano, Executive Chairman, who brings extensive experience in retail, manufacturing, real estate ownership and development, and corporate sales. Shael Soberano, CFA, serves as Chief Investment Officer, applying rigorous discipline to capital allocation and investment decisions, and is also President & CEO, Portfolio Manager & Chief Compliance Officer of Sharno Capital Corporation. Ari Soberano, MBA, is the Managing Director of Real Estate, overseeing the company's real estate investment, development, and management initiatives.

Skip Capital is a private investment firm that strategically allocates capital across technology and infrastructure sectors. Founded by Kim Jackson and Scott Farquhar, co-founder of Atlassian, the firm operates as a family office with a long-term investment horizon. They are passionate about backing technology-enabled businesses and world-class teams that are dedicated to solving global problems.The firm was founded in 2018, although co-founder Kim Jackson established Skip Capital in June 2017. Based in Sydney, Australia, Skip Capital focuses on direct investments, managing the private wealth of its principals. Their investment strategy encompasses both venture capital for high-growth startups and infrastructure projects, including real assets with a focus on climate, data, waste, water, transport, and health.Skip Capital has built a diverse portfolio of notable companies across various stages, from early-stage to late-stage funding rounds. Key investments include companies like Adora, Neara, Energy Bay, Canva, Airwallex, SafetyCulture, 1Password, Culture Amp, Tonal, Talkdesk, Figma, Gong, and Zoomo. Their portfolio demonstrates a strong inclination towards innovative solutions in areas such as artificial intelligence, healthtech, enterprise applications, and software as a service.The Skip Capital team brings a wealth of experience from diverse backgrounds, including investment banking, asset management, and startup operations. Co-founder Kim Jackson has over 20 years of experience in technology and infrastructure investing, while Scott Farquhar is renowned for co-founding Atlassian and mentoring numerous startups. The team's expertise spans venture capital and infrastructure and real assets, with members like Shane Guyot, Ken Lee, Somar Alhajali, and Patty Huang focusing on long-term infrastructure investments, and Olivia Grivas, Sahil Arora, and Simone Tai specializing in venture capital.

The Viridis Group is a Canadian investment firm based in Calgary, Alberta, focused on making strategic investments in technology and business services companies. The firm has built a portfolio of investments across IT consulting, business productivity software, and commercial services industries.Notable investments by The Viridis Group include CanShield Solutions, IrisCX, and CMNGD Linens. The firm takes an active approach to its investments, supporting portfolio companies with strategic guidance and operational expertise to drive growth and value creation.Based in Calgary's dynamic business ecosystem, The Viridis Group leverages its network and industry knowledge to identify and execute investments in companies with strong growth potential across North America.

Tribune Capital is a family office headquartered in Calgary, Alberta, focused on absolute-return investment strategies. Founded in 2018, the firm maintains offices in Calgary, AB and Weyburn, SK.The portfolio is unconstrained, investing across a range of asset classes including public and private equity, private credit, fixed income, hedge funds, and real assets. Tribune Capital partners with strong management teams to achieve long-term capital appreciation, supporting portfolio companies by leveraging its network and experience while providing patient capital.HP Capital, an affiliated entity, is a private credit manager specializing in asset-backed lending, with the flagship HP ABL Fund I providing short-term bridge loan financing secured against high-quality real estate.

Tricor Pacific Capital is a Vancouver-based family office that invests its own capital in long-term, majority acquisitions of mature businesses and real estate. The firm distinguishes itself by prioritizing true partnerships and strategic guidance, working closely with management teams and selling owners to foster lasting relationships and drive sustainable growth. They focus on preserving the identity and values of the companies they invest in, aiming for generational success rather than short-term gains. Tricor Pacific targets mature and durable businesses with an EBITDA of $5-25 million, operating in essential industries across Canada and the Mid-West to Western U.S.The firm's history dates back to 1990-1996 when Rod Senft began leading direct investments, eventually co-founding Tricor Fund I with Trever Johnstone and David Rowntree. Over the years, Tricor expanded its partnerships and ventures through multiple funds, including forming PenderWest Capital and investing in Premium Brands. In 2015, Tricor transitioned to a single-family office under Rod Senft, while its institutional fund management rebranded as Parallel49 Equity. Shawn Lewis joined as CEO and Managing Director in 2019, with Rod Senft becoming Chairman, guiding the firm's continued expansion in direct and co-investments.Tricor Pacific's diverse portfolio reflects its commitment to strong partnerships and long-term value creation. Notable investments include Big Country Equipment Repair Ltd., a leading provider of heavy equipment maintenance and repair services, and companies within the food manufacturing and distribution sector such as Founders Group of Foods, Walt's Meats, and 37th Street Bakery. They also hold interests in building products like Eden-Valders Stone, industrial products like Rockmount, and have partnered in real estate development through Areva Living. The firm has a track record of over 100 private company investments spanning more than 30 years.The team at Tricor Pacific Capital brings decades of experience in private equity and family office investing. Key leadership includes Chairman Rod Senft, CEO & Managing Director Shawn Lewis, Vice Chair Lauren Senft, and Managing Director Derek Senft. The team's expertise spans investment decisions, portfolio management, operations, and strategic vision, ensuring sustainable growth across their holdings. They are known for their integrity and a collaborative approach, providing valuable insights and support to their portfolio companies.