Investment Management
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The Celernus Management team is comprised of Gordon Martin, Chris Grant, Kurt Hagerman, Jonathan Miller, Toby Gibson and Dan Brown.
Meet the team
At Celernus Investment Partners, our goal is to manage funds that generate attractive returns that have only minimal return variability from month-to-month (at least downside variability).
Our key funds: Celernus Mortgage and Income Trust (CMIT), Celernus Mortgage and Income Trust II (CMIT II), Celernus Pivot Private Credit Fund (CPPCF), and Celernus Absolute Growth Fund (CAGF) all focus on the active management of private credit and real estate assets.
These funds allow investors to improve the returns of their investment portfolios while at the same time reducing the variability of those returns. We help reduce the reliance of investment portfolios on the equity risk premium to generate returns. Fewer equities means lower volatility of returns. Lower return volatility means less worry.
The Celernus funds help investors build better portfolios by emphasizing active, private, low volatility investment strategies.
Depending on an investor's objectives, our private credit and real estate strategies can help:
Learn more about our funds
Our aim is to provide outstanding investment performance and client service. We couldn’t achieve this without our fantastic service partners and we are proud of and grateful for the strong relationships and support that we have received from all of them. Our partners were carefully chosen for their financial strength, expertise, dedication to client service, and technological capabilities.
Learn more about our partnerships
Celernus Investment Partners Inc. is a private company incorporated in Ontario and was established in 2011 as a wealth management firm to help high net worth families, entrepreneurs and professionals with their complex investment needs. Celernus manages individual discretionary accounts and investment funds on behalf of Canadian individuals and institutions. Our investment process and business practices are guided at all time by the five core values upon which the firm is founded: strong client relationship, cost efficient management, performance, partnership and social responsibility.
Learn more about our values
The Celernus Mortgage and Income Trust (CMIT) launched May 1, 2013. CMIT’s investment objective (to be accomplished indirectly by investments held in the Celernus Mortgages LP) is to provide investors with consistent monthly income while simultaneously protecting capital. Celernus Mortgages LP will invest directly in mortgages with a loan to value measure that provides a desirable degree of security of capital. In addition to Celernus Mortgages LP, the fund will invest in other asset-backed debt, government and corporate bonds and debentures, convertible debt, common equities, warrants, preferred shares, trust units, REITS, derivative instruments and other securities. As of December 30, 2022 this fund is closed to new subscriptions.
Read MoreThis fund launched on January 3, 2023 and is the successor fund to the original CMIT. The fund’s investment objective is to invest all or substantially all of its net assets in the Celernus Mortgages LP. Celernus Mortgages LP holds a diversified portfolio of mortgages along with other fixed income investments, all with a goal of providing low volatility consistent returns.
Read MoreCelernus Pivot Private Credit Fund (CPPCF) is a secured commercial lending fund focused on financing the growth of small and medium-sized enterprises.
Read MoreThe Celernus Absolute Growth Fund principally invests in a diversified portfolio of actively-managed, private equity real estate assets. The fund augments its exposure to equity real estate assets with investments in mortgage-backed securities, private credit assets and other alternative fixed income securities. The strategy of the Celernus Absolute Growth Fund is twofold: 1. To generate sufficient cash flow to provide positive monthly returns, and 2. To achieve meaningful capital gains by purchasing, developing and monetizing real estate assets.
Read MoreThe Celernus Balanced Income Fund's (CBIF) investment objective is to generate positive absolute returns with an emphasis on capital preservation and low correlation to traditional equity and fixed income markets.
Read More
We care deeply about our clients and aim to exceed their expectations in all that we do. We provide the maximum amount of transparency and a communication process tailored to the individual desires of each client. The world today is increasingly busy and rapid technological advancement has created what seems like an endless barrage of information. We provide the tools for you to simply and quickly monitor your investments and feel secure knowing that your money is being expertly managed by a team you can trust.
Sound, professional investment management shouldn’t cost you an arm and a leg. At Celernus, we manage our expenses vigilantly in order to keep our client fees as low as possible. We don’t invest our capital in extravagant Bay Street office space or lavish expense accounts. Every dollar we spend is meant to help Celernus provide better investment results or an improved client experience.
Our clients desire performance. This includes attractive returns as well as low volatility. We aim to provide investors with positive, low-volatility returns over time through the active management of private credit and real estate assets. Fees for all our accounts and funds are directly tied to investment performance. In short, we get paid to perform. Our clients’ success is our success!
Our culture is one of partnership: partnership with our employees, our suppliers, and our clients. Celernus has tremendously strong service partners. Companies like National Bank Independent Network, KPMG and Convexus Managed Services provide us best in class audit, back office, custody, and trading services so that we can concentrate providing superior investment performance. Our clients are our most important partners. We appreciate the faith and trust you place in us. Our fee structure clearly aligns our interests and we constantly strive to exceed your expectations.
Celernus was formed with the vision to be more than just another Bay Street investment management firm. Each year we help fund charitable initiatives in the communities of our partners and investors. We have a particular interest in organizations that feed the hungry, assist children in need, and help people lift themselves up from poverty through education and training.
Committed to independent firms for more than 25 years, National Bank Independent Network is one of Canada’s leading providers of custodial, trading, clearing, settlement and record keeping services to independent registered portfolio managers, introducing brokers and investment fund managers. National Bank Independent Network proudly serves over 400 firms from coast to coast and is backed by the strength of National Bank of Canada (NBC). National Bank Independent Network is a division of National Bank Financial Inc. (NBF Inc.), which is an indirect, wholly owned subsidiary of NBC, a public company listed on Canadian stock exchanges (TSA:NA). National Bank Independent Network is also a registered trademark of NBC used under license by NBF Inc. NBF Inc. is a member of the Canadian Investor Protection Fund (CIPF) as well as the Investment Industry Regulatory Organization of Canada (IIROC), which is the national self-regulatory organization that oversees all investment dealers and trading activity on debt and equity marketplaces in Canada.
KPMG firms operate in 146 countries and territories, serving the needs of business, governments, public-sector agencies, not-for-profits and through KPMG firms' audit and assurance practices, the capital markets. We lead with a commitment to quality and integrity across the KPMG global organization, bringing a passion for client success and a purpose to serve and improve the communities in which KPMG firms operate.
WeirFoulds provides legal counsel and support for our funds. Tracing their roots in Canada back as far as 1860, WeirFoulds has a strong reputation in Canada in the area of securities law. The securities practice includes significant experience acting for dealers and advisors in obtaining and maintaining their registration with securities administrators, and acting for public and private mutual funds. The firm’s corporate practice has a rich tradition of serving business clients in the following areas: mergers and acquisitions, banking and corporate finance, private equity, securities, multinational transactions, public sector transactions and tax, regulatory and intellectual property matters. WeirFoulds provides comprehensive legal services to a wide range of clients, from public companies and major institutions requiring sophisticated legal services to entrepreneurs building an organization from the ground up.
Fund administration is where their business started and it’s the cornerstone of their single-source solution offering. Apex has continually evolved and enhanced their ability to deliver timely, accurate and independent fund administration services that their clients love. Their fully integrated global fund administration solution supports their clients with financial information, multi-currency transaction processing, and flexible valuation periods. Their connected approach to technology supports the secure transfer of data, across the full value chain, enabling them to support even the most complex of structures across all asset classes and regions.
1001 Champlain Avenue
Suite 302
Burlington, Ontario
L7L 5Z4
289.863.1330
fax 1.855.870.7464
info@celernus.com
