Ravenstone Capital Management aims to provide investors with superior tax-efficient, real returns by compounding capital over the long term. 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 and objectives, income needs, time horizon, liquidity requirements and risk profile.
While our expertise is centered around investing, we take an active approach to help co-ordinate all aspects of our clients’ wealth management needs.
Ravenstone Family Office works with clients to deliver a comprehensive and integrated plan for our families’ complete financial affairs including estate planning, proactive tax and multi-generational planning, and implementation of family and business governance. In addition to the investment management services provided through Ravenstone Capital Management, our approach is focused on offering two supplementary crucial elements for high-net worth families through Ravenstone Family Office:
We will assist in creating a complete estate plan, including managing all tax and non-tax issues. An important part of this process is engaging family members in an appropriate manner, which is a focus for us.
We are here to provide input as needed on all business matters. Our team has extensive experience in the real estate industry, among others. We will assist with structuring shareholders agreements and all tax matters which business owners must deal with.
We will work with existing advisors or engage additional specialists to meet the unique needs of our clients.
Please note that only Ravenstone Capital Management is registered to provide investment advice, and you will only receive investment advice from Ravenstone Capital Management when you engage us.
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.
I'm an Accredited Investor
Accredited Investor Definition (NI 45-106):
Disclaimer and Privacy Notice
The information and /or materials contained in Ravenstone Capital Management Inc. (“RCM”) electronic transmissions are derived from sources believed to be reliable when transmitted and are intended for the named recipient only. Information and/or materials contained therein is for informational purposes only, and does not constitute an offer or solicitation by anyone in any jurisdiction in which an offer or solicitation cannot legally be made, or to any person to whom it is unlawful to make a solicitation.
RCM reserves the right to monitor and archive all electronic communications through its network. Such electronic communications are collected and maintained in accordance with applicable federal and provincial privacy laws, and RCM’s Privacy Policy.
Conset to Electronic Delivery of Documents
By clicking Accept you consent to the electronic delivery of the documents listed below that Ravenstone Capital Management Inc. (“RCM”) elects to deliver electronically, either directly or through its service providers, as follows:
Ravenstone Capital Management Inc.
40 Eglinton Ave E., Suite 601
Toronto, ON, M4P 3A2
(416) 322-2067
info@ravenstonecapital.ca
Privacy Notice
Ravenstone Capital Management Inc. (“RCM”) values the privacy and security of information about our clients. We may collect and retain certain information about you in order to provide products and services to you, including portfolio management services, to facilitate investment in investment products, and to engage in marketing and advertising in relation to the products and services that we offer. We strive to protect your privacy and the confidentiality of personal information that you provide to us. Our privacy policy and personal information handling practices protect such personal information in accordance with applicable federal and provincial privacy laws.
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.
RCM may amend or update its privacy policy and personal information handling practices from time to time. RCM will provide its clients with access to its updated policy.
If you have any questions or concerns regarding RCM's privacy policy or our personal information handling practices, please contact our Privacy Officer by e-mail at info@ravenstonecapital.ca or at the following address:
Ravenstone Capital Management Inc.
40 Eglinton Ave E., Suite 601
Toronto, ON, M4P 3A2
