Where investment managers & wealth advisors come together to deliver robust, cost-effective investment solutions.

Because together, works better.

LPCP (TSXV: LPC) is building a network of boutique investment managers and wealth advisors to deliver tailored, cost-effective investment solutions.

For years, affluent investors have been well served by discretionary investment managers, but managers often tend to lack widespread acceptance and understanding due to limited visibility and distribution opportunities. LPCP's approach is to preserve the boutique appeal and ensure the independence of our partner firms while creating distribution opportunities and a succession plan for their owners.

WHO WE ARE

By the numbers

# 1

Ranked as the #1 Financial Services Company in Canada, on The Financial Times List of The Americas' Fastest Growing Companies 2022.

$2B

Total combined value of Bellwether assets under management.

+268%

As of May 2022, shareholder returns have earned 286% in 5 years.

people + process = results

Core tenets

TENETS OF OUR STRATEGY

1 Trust is earned one conversation at a time.
2 Leave the cookie cutter in the kitchen—they're just cutting off your dough. Focus on the best investment solutions that are tailored to the client, and then make them better.
3 Teamwork gets the best results.
4 Good decisions come from discipline.
5 Innovation is the answer to uncertainty.
6 Where there is communication and collaboration, there is synergy. When there's alignment between investment managers, wealth advisors and their clients, everyone benefits from working together.

Fundamentals

Our strategy entails acquiring a meaningful position in a partner firm structured through a preferred revenue streaming model. LPCP's participation in its partner firms is structured as a "top line" interest similar to a royalty streaming company. This strategy closely aligns our interests with that of our partners and their clients.

OUR FUNDAMENTALS

Investors

We have created a unique structure to bring investment managers and wealth advisors together under one umbrella company, allowing our partners to capitalize the value of their revenue stream without giving up their operational independence and brand. This strategy provides an attractive vehicle for harvesting cashflow in the wealth management industry.

HOW WE'RE DIFFERENT

corporate office

905.337.2227

866.469.7990

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