About CareVest Private Capital
CareVest Private Capital Inc. ("CareVest Private Capital") is an exempt market dealer providing investors select investment opportunities in private issuers.
​
Investors interested in alternatives to typical investment vehicles may look to exempt market securities, a class of private investment vehicles operating alongside traditional public markets. The exempt market offers investment products, often in privately owned companies that are not publicly traded.
​
The CareVest Private Capital team can provide investment opportunities in proprietary products to qualified individuals and corporate investors. Dealing Representatives, serving Alberta and British Columbia, work with you directly – explaining and reviewing, in detail, the private offerings available to determine a fit with your investment goals.
​
Based in Calgary, Alberta, CareVest Private Capital is a captive dealer offering proprietary products with operations in the exempt market since 2005 with an additional branch office in Vancouver.
​
CareVest Private Capital has been active in the prospectus-exempt market since 2005, with a focus on private real estate lending investments in Western Canada, including mortgage investment corporations (“MICs”). As the registered dealer within the CareVest Group, CareVest Private Capital provides investors access to those proprietary products.
​
For more information, call us at 1-877-847-6797.
Investor Education
As an Exempt Market Dealer, it is important to have a solid understanding of the investment landscape and regulatory framework to help our clients make informed investment decisions. At CareVest Private Capital Inc. ("CareVest Private Capital") we are committed to empowering our clients and prospects through education and knowledge-sharing about the exempt market. We provide a range of educational resources that will help guide you.
​
Our educational resources cover everything from the basics of exempt market investing to advanced topics such as regulatory information and understanding risks. In addition to our resources, we provide personalized guidance and support to each of our clients. Our team of Dealing Representatives will work closely with you to understand your personal financial position to help you make an informed decision about our investment opportunities.
​
We encourage our clients and prospects to ask questions.
​​
Frequently Asked Questions
​
Industry Links
​​
Approach to Investing
The investment opportunities CareVest Private Capital typically offers to qualified investors are in smaller, regional businesses operating in Western Canada.
Eligibility
Our team of Dealing Representatives will work with you to determine if a private investment is suitable for you.
Complaints
We encourage you to direct any complaints you have about CareVest Private Capital Inc. (“CareVest Private Capital") to CareVest Private Capital’s Chief Compliance Officer by telephone at 1-888-538-5832, by e-mail at enquiries@carevest.com or by mail to Suite 1450, 555-4th Avenue SW, Calgary, Alberta, T2P 3E7, Attention: Chief Compliance Officer so we may have the opportunity to resolve your complaint. CareVest Private Capital will acknowledge receipt of your complaint as soon as possible, typically within five business days of receiving your complaint, and in most cases you can expect to receive a final response and decision from CareVest Private Capital within 90 days of receiving your complaint.
​
If CareVest Private Capital does not provide you with a final response within 90 days of receiving your complaint, you have the right to contact the Ombudsman for Banking Services & Investments (“OBSI”) for a further review of any complaints relating to trading or advising activity. You also have the right to contact OBSI within 180 days of receiving CareVest Private Capital’s final response if your complaint is not resolved to your satisfaction. OBSI is a national independent dispute resolution service for resolving banking services and investment disputes and provides its services at no cost to you. An alternative to the legal system, OBSI can recommend compensation of up to $350,000 and its recommendations are not binding. OBSI can be reached by telephone at 1-888-451-4519, by e-mail at ombudsman@obsi.ca or on its website at www.obsi.ca.