Your PCGS Solution is built on a World-Class Ecosystem, customized for your firm and your individual LPs
PCGS reaches into an Ecosystem, that serves the largest firms and investors in Canada – the ecosystem that comprises Canada’s Group Investment industry.
Why the Group Investment Industry? Because it combines the buying power of Canada’s largest firms, with your own, to access traditional institutional investment managers, on the best possible terms, supported by the very best technology, in a Platform specially curated for your firm and your LPs.
PCGS brings the power of this unique solution to Private Capital firms across Canada.
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 model…
For every successful fund, there are too many Limited Partners who struggle with liquidity management and underperforming investments, and leaving serious money on the table while they await Capital Calls.
This is frustrating, and it doesn’t need to be this way.
How It Works
Your Tailored Solution - A Group Platform for your individual LPs
The PCGS Approach is designed for speed and simplicity. Based on your needs, our process matches you with the Platform that best fits.
The Economics: Our model is structured to avoid any overhead for your firm. Our costs are covered by your Platform Provider, as is standard in the Group industry.
Who are the Financial Institutions in this Ecosystem?
We will curate Platforms from among Canada’s leading Financial Institutions/Providers to power your platform.
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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.
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We collaborate with major banking institutions known for their stability, security, and extensive resources. This ensures a foundation of unwavering trust and reliability.
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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.
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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.
Who are the Investment Firms in this Ecosystem?
These are just some of the investment firms that offer the underlying investment funds and products in the Group market which may be available to be curated for your Plan. They are among the best in Canada and indeed from around the world among traditional asset managers.
What are the available investment products and choices for your Plan?
There are literally dozens and dozens of institutional products and funds available in this ecosystem, to choose from. Typically, up to 10-12 is the right set of choices for your LPs, given the shorter time horizons and liquidity needed for Capital Calls.
What does PCGS do in all of this?
PCGS manages all aspects of the design and selection process for your Platform Provider, and your Investment choices, negotiates the terms and fees on your behalf, coordinates your Platform implementation, and oversees its ongoing success.
The regulated activities—including account opening, KYC/AML, and custody of assets—are performed seamlessly by your dedicated Platform partner. We ensure the two worlds work in perfect sync.
So, at the end of the day, you have an Investment Platform, specially curated for your LPs, which leverages their group buying power and yours, to access top institutional funds, lower fees, great technology, and the peace of mind of knowing that their money is working hard while it is on stand-by for your Capital Calls, as it should be.
