Marshall CapitalGroup
Licensed Investment Advisor
Wealth generation and management. Private access to public investments, with a detailed approach to each client profile.
About
Marshall Capital Group
Over a decade of experience in capital markets.
By taking a detailed approach to each and every client profile, Marshall Capital Group provides clients with unique yet comprehensive investment solutions through a varied offering of capital market products, special situation investments and a healthy dose of conservative investment products.
The group is licensed in Canada, and US licensed through Haywood's subsidiary Haywood USA.
Approach
Unique yet comprehensive investment solutions.
Capital market products
A varied offering of capital market products, matched to each client profile.
Special situation investments
Selective special situation investments as part of a comprehensive solution.
Conservative products
A healthy dose of conservative investment products anchoring each portfolio.
Access
Investment opportunities
Access to private placements and special situations.
Private placements and special situations rarely reach individual investors. Everyone who takes part must qualify as an accredited investor, and each allocation is sized to the client rather than offered on the same terms to everyone.
Accredited investor generally means $1,000,000 in financial assets, $200,000 in annual income ($300,000 with a spouse), or $5,000,000 in net assets.
- New issues and IPOs
- Private placements
- Bought deals and secondary offerings
- Special situations
- Mining
- Resource opportunities, reviewed against each client profile before they are offered.
- Healthcare
- Healthcare and life science situations, considered selectively.
- AI and emerging technology
- Early technology opportunities, sized to the risk a client is comfortable with.
Risk levels
- High
- Medium
- Low
Each portfolio is built to the level of risk the client is comfortable with.
Wealth management
Portfolios built and held for the long term.
Open to all clients.
- ETFs and mutual funds
- Custom portfolios
- Long-term, conservative positioning
Accounts
- TFSA
- RRSP
- RESP
- Cash
- Margin
- USD
Education
Learning how to invest, early.
General education on how to invest, for young investors starting out.
Licensing
- Canada
Canadian Securities Course (CSC)
Conduct and Practices Handbook (CPH)
Wealth Management Essentials (WME)
- United States
Series 7
US licensed through our subsidiary Haywood USA.
Contact
Begin with a short enquiry.
A few general questions covering your investor profile, the amount you are considering and your tolerance for risk. Every enquiry is reviewed and followed up directly.
Begin your enquiry