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EnvisionVest
We help busy professionals map out their ideal live through a goals based financial planning process. EnvisionVest is a boutique style investment advisory...
Overview
We help busy professionals map out their ideal live through a goals based financial planning process. EnvisionVest is a boutique style investment advisory firm. Whether we are working with individuals or businesses, we provide customized plans based on unique and specific goals. Comprehensive financial planning Investment management Retirement plans Financial wellness plans
General information
Firm type
Multi Family Office
Location
Region
North America
Country
Canada
City
Houston
Corporate office
Toronto, Ontario, Canada
Sector focus
Frequently asked questions
How does EnvisionVest source proprietary deal flow?
EnvisionVest relies on a network built over two decades of relationship-based investing in Canadian real estate and infrastructure. The firm structures co-investments and direct deals, often alongside institutional partners and other family offices.
What investment stages does EnvisionVest typically target?
The firm targets growth-stage and mature income-producing assets, including stabilized commercial real estate, infrastructure projects, and direct private equity in established companies. It avoids early-stage venture capital.
Which sectors does EnvisionVest explicitly avoid?
EnvisionVest does not publicly disclose a list of excluded sectors. However, based on its portfolio composition, it focuses on real estate, infrastructure, and private credit, and does not appear active in technology, biotech, or venture capital.
Does EnvisionVest participate in fund commitments or only direct deals?
The firm engages in both direct investments and fund commitments. It acts as a co-investor alongside other family offices and institutional investors, and also allocates to select private equity and infrastructure funds.
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