Chief Communications Officer
Head of Employee Experience
What does it take to raise capital from
abroad for Canadian financial products? One
can argue that all you need is a solid financial
product, others might say that if it’s Canadian,
international investors will buy it.
TIMC has been raising capital for various
products and solutions from abroad for 30
years, we realized early on that while having a
solid Canadian product is important, regular
presence in the markets abroad and having a
good understanding of international High Net
Worth Individuals (HNWI) unique needs are key
to successfully raising capital from abroad. A rep
office in the market abroad with local staff simply
won’t get the job done.
For international HNWI’s with over $10
million in assets or $5 million in investable assets,
a personal relationship with a Canadian advisor
is key to making any investment decisions.
They are looking for a Canadian advisor that will
understand their needs and concerns, which may
be very different from the needs and concerns of
Canadian resident HNWIs.
Current global uncertainties like geopolitical
conflicts, global economic instability, governments
defaulting on their debt, capital market meltdowns,
and the degradation of Swiss banking secrecy laws,
are forcing International HNWI’s to evaluate new
options in planning and securing their family’s future
and wealth preservation strategy.
In today’s global uncertainty, we at
TIMC believe that preserving our children’s
future and peace of mind can be obtained by
geographically diversifying your family’s assets
and citizenships across the globe.
At TIMC, we call it a holistic approach
to preserving international HNWI’s future;
strategically planning both citizenship and asset
Our advisors travel the globe and seamlessly
deliver multiple investment and second
citizenship solutions under one umbrella. At
TIMC, we make sure our advisors learn the
cultures of their assigned markets and visit their
overseas markets once a month; they visit our
customers at their offices, residences or vacation
homes. Our advisors celebrate birthdays and
important occasions with them, some advisors
even join our customers on their yachts with their
families during personal vacations. That is how
we are able to establish personal relationships
with customers living abroad: by spending time
with them regularly.
To our international HNWI investors, Canada
is far away and abstract, having a Canadian
advisor visit them on a regular basis will bring
Canada closer and make Canada more concrete,
more importantly our advisors become their
trusted and exclusive access to Canada.
Our advisors travel the globe approximately
150 days per year, so being far from home on a
regular basis has its costs: family life, navigating
different cultures, and adapting to different ethnic
foods. The reward is our advisors can experience
selling multi-million dollar products and solutions
in international markets to an exclusive and
For more information contact:
MARKET INSIGHTS: ACCESSING CAPITAL FROM ABROAD
What does it take to raise capital from abroad for
Canadian financial products?
By Jeanne Labbé