Private Wealth Advisory

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Why CELERNUS?

Who We Are

Celernus Investment Partners was established in 2011 as a wealth management firm to help high net worth families, entrepreneurs and professionals with their complex investment needs.

We are an OSC-registered Portfolio Manager and Investment Fund Manager operating four pooled funds that assist our investors in reaching their financial goals steadily and comfortably.

Learn more about CELERNUS

Experienced team

The Celernus investment team is comprised of Gordon Martin, MBA and Chris Grant, CFA. Gord and Chris manage the Celernus pooled funds and have over forty-five years of combined industry experience.

Toby is our Investment Counselor, providing important insight, advice and planning to our valued investors.

Kurt wears two hats: compliance and operations. Celernus runs smoothly because Kurt and his team make it so.

Meet the team

Our Process

At Celernus,  we recognize that nothing gets accomplished without a relationship of trust. This relationship is as important to us as it is to you, and we want to spend time cultivating it. Only when all parties are comfortable, do we begin discussing your financial situation.

In our experience, wealth management is most effective when we understand your current financial position, identify your goals and objectives and develop a plan for the future that is revisited and adjusted regularly.

We commit to co-ordination and communication with your accountants, lawyers and other advisors, ensuring  that all parties are moving forward with the single purpose of effectively managing your assets. Expertly.

Learn more about our process

Our Solutions

We understand that the wealth management needs of high net worth families, entrepreneurs and professionals are complex. Gone are the days when a static portfolio of stocks and bonds, plus a little bit of insurance, would suffice.

We recognize that family income is not maximized by simply taking a salary and contributing to an RRSP account. We have better solutions.

Entrepreneurs and professionals are exposed to unique risks. We build assets outside of their business that provide uncorrelated returns.

Stocks and bonds are necessary, but inadequate on their own. We emphasize investment strategies with high cash flow and low return variability - constructing portfolios around these strategies.

We work with you to build and execute a holistic wealth management plan that allows you to go forward with confidence and peace of mind.

Learn more about our solutions

Our Investment Strategy

We build diversified portfolios with significant exposure to private debt and real estate investment strategies.

Over the last 20 years, the average annual return of a passive, balanced, 60/40 asset allocation strategy has returned about 6.0% with a standard deviation of 10%. Before fees.

Inclusion of actively managed private debt and real estate investment strategies allows us to target higher portfolio returns (over a market cycle) with significantly less return volatility. After fees.

Learn more about investing with us.

Who we are
What we stand for

Our clients are our most important partners.

We appreciate the faith and trust you place in us.

CELERNUS Investment Partners

is a boutique investment and wealth management firm.

At CELERNUS, our culture is one of partnership:

partnership with our employees, service providers and clients.

We have fostered strong relationships

with service providers such as: National Bank Independent Network, KPMG Canada, WeirFoulds LLP, and Convexus Managed Services - allowing us to concentrate on providing superior advice and performance.

We are registered with the Ontario Securities Commisson

in the categories of Portfolio Manager and Investment Fund Manager.

Meet the CELERNUS Team

Gord Martin

MBA

Managing Partner, Portfolio Manager

Christopher Grant

CFA

Senior Partner, Portfolio Manager

Kurt Hagerman

CPA, CA

Senior Partner, CCO & COO

Jonathan Miller

Senior Partner, Business Development

Toby Gibson

CIM

Senior Partner, Investment Counsellor

John E. Panneton

B.Comm.

Chairman

Ourprocess

You are serious about the stewardship of your wealth. As you move through the various stages of life, we will help you:
       
Enhance it. We help determine how much you will need to retire comfortably. Then, we help you understand how to accumulate sufficient assets to fund your retirement goals.

Preserve it. We take steps to minimize your tax burden, and reduce the volatility in the value of your assets. If you possess employee stock options, we help reduce the risk of this single-company concentraton

Transfer it. We help you plan for the efficient succession and transfer of your corporate and family assets. We also advise and facilitate your charitable giving efforts.

Here is how we do it:

1

Seek to Understand

During this process, we discuss your  goals and objectives, personal and corporate assets, income needs, and overall financial structure.

days

2

Craft Financial Plan

This plan includes all of the moving parts connected to your family's financial well-being, including: tax strategy, retirement planning, investment management, insurance design and estate planning.

10 days

3

Financial Strategy Meeting

We meet in-person to introduce, consider and fine-tune your financial plan. This involves a discussion about investment strategy.

20 days

4

Implementation

30 days

We open new accounts, transfer existing assets, allocate assets and decide upon a communication schedule.

5

Follow-up Meeting

We meet in-person to discuss the initial positioning of your investment portfolio as well as to set up online access to your investment accounts.

60 days

6

Execute Your Personal Plan

Ongoing

We will continue to monitor and execute your personal wealth management plan.

7

Review Meeting

We will build a schedule for regular review meetings to discuss and improve your wealth management plan.

Ongoing

Contact us

Reach out.

We would love the opportunity to discuss how Celernus can help you meet your financial goals.

Contact Info

Ongoing

You have needs
We have solutions

We work with you and your other personal advisers to craft and execute a comprehensive wealth management strategy that is consistent with your unique needs.

Contact us and find out how we can help you.

Retirement Planning

Retirement account assessment

Retirement Income Plan

Pension Benefit Analysis

Beneficiary Review

Risk Review

Family Needs Planning

Education Planning

Special Needs Assessment and Planning

Planning for Support of Aging Parents

Domestic Partner Planning

Insurance and Liability Management

Goal Protection: Life Insurance Long-Term Care

Income Protection: Disability Insurance, Business Overhead Insurance

Liability Insurance: Umbrella Coverage, Keyman Insurance

Estate Planning

Wills

Power of Attorney

Trusts

Gifting

Charitable Giving

Estate Tax Funding

Executive Compensation Management

Concentrated Stock (Monetizing, Hedging)

Stock Option Strategies

Estate and Financial Planning (Particular to Executive Compensation Management)

Investing with CELERNUS

1. The Building Blocks of Investment Returns

Cash

  • Controlled by the Central Bank

  • Can move up or down

Portfolio Return

  • Return = Cash + Beta + Alpha

Beta

  • Excess Return of a market above the cash rate (equity, fixed income, etc)

  • 'Passive' return

  • Few in number and inexpensive to obtain

  • Betas rise relative to cash over time

Alpha

  • Return above the market return attributable to the skill of the manager

  • 'Active' return

  • Theoretically unlimited number but difficult to generate and more expensive to obtain

2. We Invest Privately and Actively

Unique Areas of Investment

Private markets provide investors exposure to unique market segments that are difficult to access through a public market vehicle.

Diversification

Many private market assets benefit from low correlation to public stocks or bonds.

Lower Price Volatility

Private Market investments are priced at their estimated value rather than at a publicly-traded (that may or may not be consistent with any notion of value).

Active Value Creation

There are a wide range of opportunities in private markets that allow for investors to identify, structure, participate in, and monetize their investment.

Returns

Private market returns tend to be higher than their public market counterparts. This is often attributed to a premium paid for illiquidity. However, strategic management of an participation in the investment can increase average expected returns be decreasing the risk of loss.

3. Including 'Active' and 'Private' in the portfolio strategy mix

CELERNUS Mortgage and Income Trust (CMIT)

This fund invests primarily in private retail and commercial mortgages. It seeks investments with fair interest rates and loan-to-value levels consistent with a high degree of capital preservation.

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CELERNUS Pivot Private Credit Fund (CPPCF)

This fund actively invests in the secured debt of growing small and medium sized enterprises (SMEs). It engages in such lending arrangements as: factoring, asset-based lending, purchase order financing, equipment leasing, specialty business loans, first and second lien loans, term mezzanine debt and bridge loans.

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CELERNUS Absolute Growth Fund (CAGF)

This fund actively invests in private credit and real estate assets. It is particularly focused on equity-oriented strategies in the private real estate space. It seeks to generate 'equity-like' returns over a market cycle with minimal correlation to publically-traded assets and low risk of capital loss.

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CELERNUS Credit Opportunities Fund (CCOF)

This fund actively invests in North American, publicly-traded corporate, high yield bonds and convertible debentures. It participates in certain event-driven strategies, including pending maturities and risk arbitrage

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Contact us

Celernus Investment Partners Inc.

1001 Champlain Avenue
Suite 302
Burlington, Ontario
L7L 5Z4

289.863.1330
fax 1.855.870.7464
info@celernus.com