Celernus Investment Partners Inc. is a private company incorporated in Ontario and was established in 2011 as a wealth management firm to help high net worth families, entrepreneurs and professionals with their complex investment needs.
Celernus Investment Partners Inc. is registered in the provinces of Ontario, Alberta, British Columbia, Nova Scotia and Quebec as a portfolio manager and an investment fund manager in Ontario and Quebec. The Ontario Securities Commission is the principal regulator for Celernus Investment Partners Inc.
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The Celernus Management team is comprised of Gordon Martin, Chris Grant, Kurt Hagerman, Jonathan Miller, and Toby Gibson.
Meet the team
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.
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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.
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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.
We appreciate the faith and trust you place in us.
is a boutique investment and wealth management firm.
partnership with our employees, service providers and clients.
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.
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:
During this process, we discuss your goals and objectives, personal and corporate assets, income needs, and overall financial structure.
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.
We meet in-person to introduce, consider and fine-tune your financial plan. This involves a discussion about investment strategy.
We open new accounts, transfer existing assets, allocate assets and decide upon a communication schedule.
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.
We will continue to monitor and execute your personal wealth management plan.
We will build a schedule for regular review meetings to discuss and improve your wealth management plan.
Reach out.
We would love the opportunity to discuss how Celernus can help you meet your financial goals.
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.
Controlled by the Central Bank
Can move up or down
Return = Cash + Beta + Alpha
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
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
Private markets provide investors exposure to unique market segments that are difficult to access through a public market vehicle.
Many private market assets benefit from low correlation to public stocks or bonds.
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).
There are a wide range of opportunities in private markets that allow for investors to identify, structure, participate in, and monetize their investment.
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.
The fund’s investment objective (to be accomplished indirectly by investments held in the Celernus Mortgages LP) is to provide investors with consistent monthly income while simultaneously protecting capital. Celernus Mortgages LP will invest directly in mortgages with a loan to value measure that provides a desirable degree of security of capital. In addition to Celernus Mortgages LP, the fund will invest in other asset-backed debt, government and corporate bonds and debentures, convertible debt, common equities, warrants, preferred shares, trust units, REITS, derivative instruments and other securities. As of December 30, 2022 this fund is closed to new subscriptions.
Read MoreThis fund launched on January 3, 2023 and is the successor fund to the original CMIT. The fund’s investment objective is to invest all or substantially all of its net assets in the Celernus Mortgages LP. Celernus Mortgages LP holds a diversified portfolio of mortgages along with other fixed income investments, all with a goal of providing low volatility consistent returns.
Read MoreThis 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.
Read MoreThis fund seeks to meet its investment objective by investing long and short in public and privately issued bonds, debentures, convertible debentures, other debt vehicles, income producing equities and related options. CBIF may from time to time invest in other securities such as money market instruments, or derivatives.
Read MoreThis fund’s investment objective (to be accomplished indirectly by investments held in Celernus Pivot LP) is to achieve consistent risk-adjusted returns with low volatility and low correlation to traditional equity and fixed income index returns. Celernus Pivot LP actively invests in securities that incorporate such commercial finance arrangements as: receivables-factoring, asset-based lending, purchase order financing, equipment leasing and business lending – the purpose of which is to provide working capital to growing small and medium-sized businesses.
Read More1001 Champlain Avenue
Suite 302
Burlington, Ontario
L7L 5Z4
289.812.9373
fax 1.855.870.7464
info@celernus.com