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WealthTerra Capital Management Inc.

About Us


WealthTerra Capital Management Inc. (“WealthTerra”) is a boutique securities dealer specializing in the Private Capital Markets and Alternative Investments sector. WealthTerra offers opportunities to invest in equity or debt securities of private issuers and other investments which are not sold in the Public Capital Markets, that is the stock markets.
 
The Private Capital Markets are also referred to as the exempt market. This is due to the fact that the securities sold in this market are exempt from the requirement to file a prospectus with securities regulators. However, WealthTerra, like all registered dealers is regulated by the securities regulators and must ensure that investments are suitable for investors based on their investment objectives, risk tolerance, investment knowledge, investment time horizon, and financial and personal circumstances. Under securities legislation WealthTerra must treat all its clients honestly, fairly, and in good faith.
 
There are risks associated with investments in the Private Capital Markets. These securities may not be listed on any stock exchange which could restrict your ability to resell them. There could be a lockup period that applies to the security which restricts you from selling the security. The higher risk especially in relation to liquidity can lead to higher returns than investments in the public markets, although there is no guarantee and all investments can fail.
 
The Private Capital Markets have come out of the shadows and into the spot light over the last few years.  Many pension funds, endowment funds, and wealthy families have started allocating significant portions of their investment portfolios to private and alternative investments in search of higher returns. These investors still maintain an allocation in the public markets for easy access of cash.

WealthTerra's Private Wealth Advisors
come discover our difference

Our Private Wealth Advisors

At WealthTerra we understand you want a close connection to your wealth professional. Our team is diverse, both in location and specialities; which enable them to support your alternative investing needs.  Find your match:
  • British Columbia

    Okanagan Region


    Miriam Andrews

    Kent Harris

    Vancouver Island


    Karl Ablack

    Shane Doran
  • Alberta

    Calgary Region


    Randall Blott

    James Froese

    Elsebeth Hansson

    Leslie Toth

    Nadine Wellwood

    Ross Young


    Edmonton Region


    Terra Ferris

    Dan Houcher

    Rick Wills


  • Saskatchewan

    Nadine Wellwood
  • Manitoba

    Nadine Wellwood
  • Newfoundland & Labrador

    Nadine Wellwood
WealthTerra Capital Management Inc. is a registered exempt market dealer in the provinces of Alberta, British Columbia, Saskatchewan, Manitoba, Newfound Land and Labrador.

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(C) 2017 WealthTerra Capital Management Inc.

Contact Us

+1.855.999.1156 This email address is being protected from spambots. You need JavaScript enabled to view it.
Po Box 9 Stn Main
Suite 104, 105 - 1st Street W Cochrane AB, T4A 1A4

Disclaimer and Risk Warning

WealthTerra Capital Management Inc., its affiliates and related entities (the "Group") do not make any representation or warranty about the accuracy, currency or completeness of this website or its content, suitability for any purpose of any investment. This website and its content are for general information purposes, are not intended to provide you with any financial, accounting, tax or legal advice, and do not constitute an offer to sell or solicitation of an offer to buy any securities. For further information please refer to the Terms of Use. Offerings of securities will be conducted in accordance with applicable laws or available exemptions therefrom and pursuant to documentation prepared in accordance with applicable securities laws.