<![CDATA[WealthTerra Capital Management Inc. - News]]>Fri, 24 May 2013 06:21:24 -0800Weebly<![CDATA[An Evening with Port Renfrew Development Fund - April 19, 2012]]>Tue, 17 Apr 2012 04:28:19 GMThttp://wealthterra.com/2/post/2012/04/an-evening-with-port-renfrew-development-fund-april-19-2012.htmlCome spend an evening with WealthTerra!
Our next Wine Sampling and Financial Education evening at Osteria De Medici will be on April 19, 2012.  This evening will cover investing in real estate development and of course a great selection of wines from our good friends at the Osteria De Medici.
About the presenters:Port Renfrew Development Trust - is a real estate development opportunity offering both income and growth.  The offering has a 9% preferred annualized return along with a 50/50 profit sharing.  The trust anticipates a 2.91 multiple of capital. What does that mean?  If you invest $10,000 the trust is anticipating a return of $29,100 (including original capital) over a 7 to 10 year period. To find out more visit www.valhallacapital.ca or view the Port Renfrew Development Fund Overview.  Want to learn more about the development itself? Visit www.wildcoastcottages.com or click below to watch the video: Wild Coast Cottages Port Renfrew intro video.m4v 
Register Now!
]]><![CDATA[50+ Living show]]>Tue, 17 Apr 2012 04:25:16 GMThttp://wealthterra.com/2/post/2012/04/50-living-show.htmlThis last weekend WealthTerra Capital Management and several of our Exempt Market Dealing Representatives were in attendance at the 50+ Living Show in Calgary.  The show represented the launch of WealthTerra's new public presence.  WealthTerra by far held the largest presence at this years show with a total of 4 booths representing 3 partnering investments along with WealthTerra.  We want to thank our partnering investment product providers for their support in making the show extra special.  A special thanks goes out to Valhalla Capital Group with the Port Renfrew Development Fund, InvestPlus Properties and Wild Coast Cottages.  
We will be holding a follow up education presentation at Osteria De Medici on April 19th, 2012.  Stay tuned for more information. ]]><![CDATA[Join us for some fine Wines! ]]>Mon, 19 Mar 2012 20:40:12 GMThttp://wealthterra.com/2/post/2012/03/join-us-for-some-fine-wines.htmlCome spend an evening with WealthTerra!
Our next Wine Sampling and Financial Education evening at Osteria De Medici will be on March 29, 2012.  This evening will cover investing in real estate development as well as the oil and gas sector and of course a great selection of wines from our good friends at the Osteria De Medici.

About the presenters:Port Renfrew Development Trust - is a real estate development opportunity offering both income and growth.  The offering has a 9% preferred annualized return along with a 50/50 profit sharing.  The trust anticipates a 2.91 multiple of capital. What does that mean?  If you invest $10,000 the trust is anticipating a return of $29,100 (including original capital) over a 7 to 10 year period. To find out more visit www.valhallacapital.ca or view the Port Renfrew Development Fund Overview.  Want to learn more about the development itself? Visit www.wildcoastcottages.com or click below to watch the video: Wild Coast Cottages Port Renfrew intro video.m4v 

Register Now!
]]><![CDATA[RRSP Deadline Fast Approaching - February 29th!]]>Sat, 25 Feb 2012 19:32:58 GMThttp://wealthterra.com/2/post/2012/02/rrsp-deadline-fast-approaching-february-29th.htmlThis is your friendly reminder, the last day for 2011 RRSP contributions is next Wednesday February 29th. 
Contribution cheques should be received by Monday the 27th in order to be sent to Olympia Trust in Calgary
by the deadline. Alternatively, be sure to have your funds deposited into your account at Olympia Trust prior to the 29th.  Please let us know if you have questions.

Once your contribution is received by Olympia Trust, there is plenty of time to determine the best vehicles in which to deploy the funds. WealthTerra Advisors have some great opportunities for investment at this time including one on south Vancouver Island. Here are few of the opportunities available:
  • Port Renfrew Development Trust                      Development                              Anticipated annual distributions beginning 2014
  • Walton International Group                               Buy & Hold                                 4-6 years                              
  • Canadian Horizons Blended MIC                      Target Return 8-11.5 %             2011 return 8.2% (monthly distributions)
  • Apollo Energy Income Trust                               Target 6-10% Return                 2011 return 8% (quarterly distributions)
  • PetroCapita Income Trust                                   Target 10.25% Return               2011 return 10.25% (monthly distributions)
To achieve true diversification, major companies, pension funds and endowment funds deploy up to 40% of their portfolios into alternative markets and assets. There is every reason for individuals to strive for the same type of diversification. In order to be truly diversified individuals need to have assets which are not subject to the same fundamental pressures as the stock market.

WealthTerra Capital provides the vehicles and the means for you to truly diversify your investments. If you haven’t already begun to
explore the possibilities, now is the perfect time.  Contact your WealthTerra Advisor!  Don't have one, give us a call and we will put you in contact with one in your area. 403 981 1156 or email us at info@wealthterra.com ]]><![CDATA[StoneTower Financial Solutions Joins WealthTerra]]>Sat, 25 Feb 2012 18:50:06 GMThttp://wealthterra.com/2/post/2012/02/stonetower-financial-solutions-joins-wealthterra.htmlStoneTower Financial has partnered with WealthTerra for their Exempt Market Investments.  WealthTerra will act as StoneTower Financial Solutions Exempt Market Dealer, by providing suitable investment products, training, compliance and support.  This partnership will see the expansion of Exempt Market Investment Products to StoneTower's client base.

WealthTerra welcomes this new partnership and has great hopes for its future development!  Welcome aboard StoneTower and thank you for choosing WealthTerra as your Exempt Market Dealer.  For more information on StoneTower Financial please visit: www.stonetower

About StoneTower Financial Solutions:
StoneTower Financial Solutions is a boutique, Exempt Market advisory firm that partners with clients to achieve real, financial solutions. We are a group of like-minded individuals that believe that the client comes first in every aspect of our business. 

Clients come to us looking for alternative options and opportunities. Whether they are looking for reliable income, long or short term growth or tax efficiencies; we provide a strategy focused service to bring real financial solutions and peace of mind to our clients. 

We work with the highest level of integrity and professionalism and believe in bridging the gap of financial knowledge through education and learning.Our business is built on relationships and we partner with clients to grow wealth and maximise tax efficiencies. 

Who Are Our Clients?
At StoneTower Financial Solutions we believe everyone should have the opportunity to understand all the financial options available to them; including their Exempt Market options. We are experts at understanding your financial and lifestyle goals and objectives, and partnering with you to achieve real solutions. 

We believe all clients are equal and always welcome the opportunity to meet with new and existing clients. There is no income criteria, investment knowledge requirement or age restrictions. We will work with you to create a strategy to determine the suitability of Exempt Market products and ensure they are used appropriately within your portfolio. 

]]><![CDATA[Sincerus Capital & Canadian Horizons, March 13, 2012, Wine Sampling & Financial Education]]>Sat, 25 Feb 2012 18:38:56 GMThttp://wealthterra.com/2/post/2012/02/sincerus-capital-canadian-horizons-march-13-2012-wine-sampling-financial-education.htmlWealthTerra is excited to partner with Sincerus Capital & Canadian Horizons to host our next Wine Sampling & Financial Education on March 13, 2012, at Osteria De Medici in Calgary.

This event will highlight Sincerus Capital & Canadian Horizons Investment Products and of course some excellent wines as provided by our friends and supporters Osteria De Medici.  Please register early as space is limited, and these events fill up fast!  To register online, check out our Events page, or call us for details at 403 981 1156 or as always email us at: info@wealthterra.com

We look forward to see you all there and thank you once again to our partners InvestPlus Properties and the Osteria De Medici.

About These Issuers:


Sincerus Capital:
Sincerus Capital was created by Albert I Rempel, a successful financial advisor who wanted to provide eligible and accredited investors with another option to diversify their portfolios out of the stock market without relying on “financial engineering” to produce an enhanced return.  He felt land was the best alternative.  However, after researching companies offering land banking solutions, there were very few opportunities he felt comfortable recommending. Most deals were with non North American properties that used a high degree of leverage for financing, placing more risk on individual investors. He also didn’t feel he could trust the companies to deliver on their plans or uphold their obligations to investors.

Like many Canadians, Albert took matters into his own hands and started Sincerus Capital. The top priority was to build the company on strong values and alignment of management interests with those of the investor. In fact the Sincerus performance-based approach ensures that investors receive 100% of their capital before any profit share with the General Partner.  

While reading an article the concept of “Sincerus” was born.
One synonym for integrity is sincerity - the state of being truthful, genuine and free of deception or duplicity.  The word “sincerity” comes from the Latin sincerus, meaning “clean and pure through and through”.  The Latin sincerus comes from two Latin root words, sine (“without”) and cera (“wax”).

Tradition tells us that dishonest Roman sculptors would cover up nicks and flaws in their statues with a wax filler. The deception would last only until a hot summer sun melted the wax and exposed the flaws.  A sculpture that was pure and flawless was said to be sine cera, “without wax”.

Integrity is the foundation of Sincerus and it not only governs the practices within the organization, it is lived out each day in the lives of those who run it. We look forward to serving you and helping you build wealth through real estate.

Canadian Horizons:

Canadian Horizons offers real estate investment alternatives for individual and corporate investors. These investment opportunities include income producing mortgage investments and growth oriented land investments.  

Founded in 2006, Canadian Horizons has over 4,300 investors and has raised over $120 million in its First & Blended Mortgage Investment Corporations and over $45 million in 7 previous land offerings.  Canadian Horizons is a CareVest Group Member Company which includes CareVest Capital Inc. Established in 1994, CareVest is a private sector leader in the Canadian real estate commercial mortgage investment industry, providing customized mortgage financing to borrowers and sound real estate mortgage investment opportunities to individual and corporate investors. 
 ]]><![CDATA[InvestPlus Properties, March 1, 2012 Wine Sampling and Financial Education]]>Sat, 25 Feb 2012 18:30:24 GMThttp://wealthterra.com/2/post/2012/02/investplus-properties-march-1-2012-wine-sampling-and-financial-education.htmlWealthTerra is pleased to present InvestPlus Properties Financial Education on March 1, 2012, at Osteria De Medici in Calgary.

This event will highlight InvestPlus Properties Investment Products and of course some excellent wines as provided by our friends and supporters Osteria De Medici.  Please register early as space is limited, and these events fill up fast!  To register online, check out our Events page, or call us for details at 403 981 1156 or as always email us at: info@wealthterra.com

We look forward to see you all there and thank you once again to our partners InvestPlus Properties and the Osteria De Medici.


About InvestPlus Properties:
InvestPlus Properties only invests where real estate has been proven to return positive cash flow and significant profits to investors. Currently active in Alberta, InvestPlus and its investors have already realized significant growth in their real-estate portfolio.

With proven real-estate investing strategies, experience and knowledge of booming markets, the InvestPlus team of financial, administrative and property management experts manages over 225 suites of secure profitable real estate valued at $24 million dollars.  InvestPlus is committed to helping its investors achieve financial freedom  by increasing their net worth over the coming years.

InvestPlus Properties hasn’t missed one mortgage payment, one utility bill or one renovation cost. We have a tested and proven system that includes daily study and assessment of Canadian Real-Estate Markets, continuous monitoring of cash flow from all our buildings, and a system designed to decrease risk, increase cash flow and, ultimately, increase investors’ return on investment.

]]><![CDATA[Its back by popular demand! Wine Pairing and Financial Education]]>Fri, 07 Oct 2011 20:37:36 GMThttp://wealthterra.com/2/post/2011/10/its-back-by-popular-demand-wine-pairing-and-financial-education.htmlBack by popular demand!  You've told us these events are excellent and that we should be doing more and we've listened.  After taking the summer off we are pleased to be hosting our famous Wine Pairing and Financial Education events.  Our first in this years series will be held on October 27, 2011 and as always will be hosted at your very good friends restaurant the Osteria De Medici here in Calgary.  

This event will highlight Apollo Energy Income Trust and of course some excellent wines as provided by the Osteria De Medici.  Please register early as space is limited, and we all know these fill up fast!  Register on our new event page of call us for details at 403 981 1156 or as always email us at: info@wealthterra.com.

We look forward to see you all there and thank you once again to our partners Apollo Energy Income Trust and the Osteria De Medici.]]><![CDATA[Karl Ablack Joins WealthTerra Capital Management Inc.]]>Tue, 04 Oct 2011 16:46:57 GMThttp://wealthterra.com/2/post/2011/10/karl-ablack-joins-wealthterra-capital-management-inc.htmlIt is with great pleasure that we announce Karl Ablack has joined the WealthTerra family.  As WealthTerra expanded its registration into British Columbia Karl chose our firm for his Exempt Market Clients.  I've had the pleasure of working with Karl for many years at a previous firm and will enjoy a long relationship with him at WealthTerra.  Karl's  practice is out of Vancouver Island but has extensive dealing with clients throughout BC and Alberta.  Welcome to the family Karl!


If you are in BC and are looking for an Adviser in Exempt Market Securities please contact us and we will connect you to Karl.  We can be reached at: 403.981.1156 or email: info@WealthTerra.com. ]]><![CDATA[WealthTerra Welcomes Clinton B. Thierman ]]>Tue, 04 Oct 2011 16:31:43 GMThttp://wealthterra.com/2/post/2011/10/wealthterra-welcomes-clinton-b-thierman.htmlWealthTerra is excited to announce that Clinton B. Thierman has selected our firm for his Exempt Market clients.  Clinton's practice is out of Prince Albert Saskatchewan and he will be our lead Dealing representative for the province.  We are excited that Clinton has chosen our firm and we look forward to servicing him and his clients for many years to come.  Welcome aboard Clinton!


If you're in Saskatchewan and looking for an Adviser in the Exempt Market space we would love to put you in contact with Clinton.  Give us a call at 403.981.1156 or email info@wealthterra.com. ]]>