Aventine Asset Management Inc.

We Invite You To Consider Investing Alongside Us

Few things in life will have a greater impact on your daily routine, domestic harmony and future legacy than the successful management of your investment portfolio.  This understanding is at the heart of our firm’s overall “Protect and Grow” philosophy.

In an uncertain and continually changing world, it is essential to work with asset managers who are nimble, accessible, accountable and have significant skin in the game.  We believe Aventine’s measurement in regards to these qualities is first-class.  Our investment approach is consistent and repeatable; our communication is open and transparent; our track record of adding value is very strong and our interests are aligned with investors to a degree that few managers can claim.

If you share our values and philosophy, we warmly invite you to consider investing alongside us.  To learn how, please see the tabs at left or contact us directly.

Investing in the Aventine Canadian Equity Fund

The Aventine Canadian Equity Fund is available for purchase via the FundServ network through several Canadian investment dealers, as well as through Aventine directly, via managed accounts. If you have any questions regarding availability, eligibility requirements, or for assistance with completing the purchase documentation, please contact Shannon Veitch at (416) 847-1767 x510.

In order to purchase the Aventine Canadian Equity Fund you must be a Canadian resident and an “Accredited Investor” as defined by National Instrument 45-106 and summarized here. Please consult with your financial, legal and tax advisors prior to investing in any Aventine Fund.

Purchase Documentation

The Offering Memorandum below details important information on the strategy, structure, fees, and risk factors of this Fund. Please review it carefully. In order for your purchase to be approved, Aventine must receive a completed Subscription Agreement by 4:00pm on the last business day of the month.

Purchase Instructions Offering Memorandum Subscription Agreement

Additional Documents

 

Investing in the Aventine Total Wealth Strategy

The Aventine Total Wealth Strategy is offered as a discretionary, “managed account” solution that uses National Bank of Canada as the client asset custodian. Investors will complete Aventine’s portfolio management agreement and investor profile questionnaire along with NBCN’s required account opening documents. Aventine can manage all forms of cash, registered or margin accounts for individuals, corporations, trusts and other entities, including foundations and institutions.

To learn more please contact Andrew Shortreid at 416-847-1767 x500.

Managing “Total Wealth” is a Consultative Process

Aventine’s Total Wealth Strategy is flexibly structured to meet the real world needs and goals of Canadian investors, providing them with a tailored investment solution that balances capital growth, income generation and downside protection.  The individual asset class components of this strategy are simply building blocks upon which we are able to tilt and scale each portfolio such that the elements are common but the end result remains a unique and client-specific asset mix.

Client Discovery

An introductory session where we take the time to truly understand why you invest, including key motivations, long-term financial goals, income requirements and estate issues. We also want to gain an appreciation of the unique personal circumstances and experiences that often shape a client’s specific investment preferences.

Investment Policy

The Investment Policy Statement (IPS) defines acceptable parameters around key investment variables such as your risk tolerance, investment horizon and return requirement.  It is a forward-looking road map that governs our working relationship and provides the guidelines for every investment action we take on your behalf.

Portfolio Implementation

With an approved IPS in place, the recommended strategies are implemented. We have access to the full wealth of wisdom and support from our partners and affiliates. Whether your portfolio requires executing a specialized investment plan or needs special attention from our trading desk, every detail of its construction is seamlessly handled.

Performance Reporting

We are responsible for monitoring your holdings, asset mix, risk profile and performance, and reporting to you several times each year, although we are available more or less frequently at your request.  As your financial quarterback we execute our duties on an ongoing basis, ensuring that your portfolio continues to match your personal and financial investment objectives.

Review and Rebalance

We are committed to ensuring that our Total Wealth clients achieve their goals at every stage of life. By conducting regular portfolio reviews and being highly accessible, we are in an excellent position to help you proactively plan for life changes that require a realignment or rebalancing of your portfolio strategy. Guiding you through life’s evolution is one of our most rewarding experiences.

Investing in the Aventine Stable Income Fund

The Aventine Stable Income Fund is available for purchase via the FundServ network through several Canadian investment dealers, as well as through Aventine directly, via managed accounts. If you have any questions regarding availability, eligibility requirements, or for assistance with completing the purchase documentation, please contact Shannon Veitch at (416) 847-1767 x510.

In order to purchase the Aventine Stable Income Fund you will need to be a Canadian resident and an “Accredited Investor” as defined by National Instrument 45-106 and summarized here. Please consult with your financial, legal and tax advisors prior to investing in any Aventine Fund.

Purchase Documentation

The Offering Memorandum for the Stable Income Fund details important information on the investment strategy, structure, fees, and risk factors of this Fund. Please review it carefully. In order for any purchases to be approved, Aventine must receive a completed Subscription Agreement by 4:00pm on the last business day of the week.

Purchase Instructions Offering Memorandum Subscription Agreement

Additional Documents

Investor Certification

By proceeding below you are certifying to Aventine Management Group that you (1) are a resident of Canada, and (2) satisfy one or more of the Accredited Investor eligibility requirements relating to annual income or net worth thresholds, professional experience, or other regulatory qualifications, as outlined in National Instrument 45-106.