At Ravenstone, we work with our clients to customize a portfolio to meet their unique investment goals and objectives. Before investing, we determine an appropriate asset allocation strategy reflecting each clients’ investment goals, income needs, time horizon and risk tolerance.
We aim to provide investors with superior tax-efficient, real returns by compounding capital over the long term.
While our expertise is centered around investing, we take an active approach to help co-ordinate all aspects of our clients’ wealth management needs.
The Ravenstone Equity Fund is open to Accredited investors only. To learn more about if you qualify as an Accredited Investor please contact Ravenstone Capital at 416.322.2067 or 1.888.234.2715.
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Accredited Investor Definition (NI 45-106):
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Ravenstone Capital Management Inc.
2161 Yonge St. Suite 200,
Toronto, Ontario, M4S 3A6
Personal information refers to information that identifies you. In order to provide our products and services to you and to comply with applicable securities and other laws, we will ask you to provide certain personal information. The nature of the personal information that we collect may be different depending on the product or service we are providing to you.
Personal information is received by us from you or from your advising or dealing representative with your consent. We may also receive your information with your consent from other sources, such as our affiliates or other financial institutions, or through our website. Where you provide us with the personal information of another person (for example, your spouse), we understand you to have the consent of that person or be otherwise authorized to do so.
We collect and use your personal information responsibly and only for the purpose for which it was collected and as otherwise permitted or required by law. Your personal information allows us to: establish your identity; open and administer your account; provide investment products and services to you; communicate with you; make you aware of other products and services (unless you have indicated that you would prefer not to receive such information); and comply with our recordkeeping, reporting and other obligations under applicable law.
We may disclose your personal information in the following circumstances:
By engaging us to provide investment products or services to you, or by otherwise providing us with your personal information, you are indicating your consent to our collection, use and disclosure of your personal information in the manner described in this document.
You may withdraw your consent at any time, subject to legal or contractual restrictions and reasonable notice to permit us to effect the change, by contacting your advising or dealing representative or RCM’s Privacy Officer as noted below. Legal and other requirements may prevent you from withdrawing consent and your decision to withdraw personal information may also limit the services or products we are able to provide to you.
We store and process your personal information in Toronto, Canada. However, your personal information may be transferred to other locations, including locations outside of Canada, in which personal information is stored or processed by RCM. The laws of other countries regarding the collection, use, and disclosure of personal information may be different from the laws of Canada.
Safeguards are in place at RCM to protect personal information against loss and misuse, as well as unauthorized access, disclosure, copying, use, or modification regardless of the format in which it is held. Your personal information may be kept in electronic or paper format at the offices of RCM or its services providers or agents, including RCM affiliates, or in secure off-site storage facilities.
RCM relies on the accuracy of the personal information provided by its clients and others. We take steps to ensure that all personal information on file is accurate, complete and up-to-date. If any information about you changes, or you have any concerns regarding the accuracy of the information about you held by RCM, please contact your advising or dealing representative or RCM’s Privacy Officer as noted below.
Upon request, we will provide you with access to your personal information as permitted or required under applicable law. In limited circumstances set out in applicable privacy law, we may be unable to provide access to certain pieces of information.
Ravenstone Capital Management Inc.
2161 Yonge St. Suite 200
Toronto, Ontario M4S 3A6