A World-Class Ecosystem, Purpose-Built for you.

To deliver a truly exceptional solution, we have built a best-in-class network of trusted Canadian and global financial leaders. This ecosystem ensures that our platform offers a wide selection of top tier funds while being secure, compliant, and powered by the best in the industry, giving VCs and LPs unmatched peace of mind.

State of the Private Capital Market Today

The private capital market is a cornerstone of the Canadian economy, yet a significant challenge persists within its ecosystem…

For every successful fund, there are Limited Partners (and their advisors) managing large sums of committed capital, underperforming and leaving money on the table, while they await capital calls.

How It Works: Creating Your Tailored Solution

Our approach is designed to be both innovative and seamless.

We bring together the right partners, to curate and customize a solution for each private capital firm that we work with.

Infographic displaying a four-step process for financial services. The steps include: 1. Identify & Engage Partners with a line chart icon; 2. Build Customized Solution with a magnifying glass icon; 3. Deploy Group Plan with a house icon; 4. Deliver Turnkey Solution with a gear icon. Each step has a brief description and some icons and graphics.

Our Platform & Service Partners

These institutions form the bedrock of our solution. They provide the administration, technology, and regulatory compliance that make our platform possible. We partner with a diverse range of leaders to ensure we have the flexibility to serve the unique needs of different private capital firms across Canada. Our partners include:

  • We collaborate with major banking institutions known for their stability, security, and extensive resources. This ensures a foundation of unwavering trust and reliability.

  • We partner with top insurers who have decades of experience managing large-scale group savings and retirement plans. Their deep expertise in long-term financial stewardship is core to our model.

  • To ensure a modern and seamless user experience, we align with cutting-edge digital financial platforms that specialize in intuitive, user-friendly wealth management technology.

  • Recognizing the unique financial landscape of Quebec, we partner with established, provincially-focused institutions to deliver solutions that are perfectly aligned with local regulations and client needs.

A black banner featuring the logos of various companies including RBC, Sun Life, Desjardins, Manulife, Wealthsimple, and TD.

Investment Management Partners

Within each group plan, LPs need access to high-quality, appropriate, and liquid investment options for their committed capital. To achieve this, we integrate investment products from the world's most respected asset managers. These second-order partnerships ensure LPs can choose from a curated menu of funds managed by premier global experts, including Fidelity, BlackRock and PH&N.

Logos of BlackRock, Fidelity, PHE & N Investment Services, Connor Clark & Lunn Financial Group, and Greystone Financial Group on a black background.

Our Partnerships are Built on a Shared Vision

Collaborative Approach

We work closely with our partners to ensure a smooth integration. This includes the potential for co-branded marketing materials and joint client engagement strategies that present a unified and powerful service offering.

Seamless Integration & Support

Our team is dedicated to providing the training and support needed to integrate the PCGS solution into your ecosystem effectively. We handle the client relationship, allowing you to focus on generating financial value.

Commitment to Mutual Growth

Our success is intrinsically linked to yours. The PCGS model is structured to ensure that as our clients benefit, our partnership thrives.

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