Fueling Potential,
One Solution at a Time
Investors:
Maximizing Returns with Confidence
At Waverley, our team of specialized dealers is dedicated to guiding you through the diverse opportunities available in the exempt market. We focus on North American private equity and real estate opportunities, carefully selected to align with strategies used by pension funds, endowments, and high-net-worth investors. We ensure that every investment aligns with your unique goals, risk tolerance, and financial needs. We believe in putting our own money where our mouth is, which is why Don McDonald and our team personally invest in the opportunities we recommend to our clients.
Our approach is built on two key principles. First, personal commitment: we only invest your money in opportunities that we have vetted and invested in ourselves. Second, a proven track record: Waverley has consistently generated strong, risk-adjusted returns while maintaining an exceptional level of service and compliance. Through Waverley, you gain access to opportunities backed by real assets and reliable operating cash flow—investments designed to protect your capital, minimize exposure to public market volatility, and deliver more stable, long-term returns.
We tailor every portfolio to your personal situation, providing ongoing support, clear communication, and expert guidance at every stage of your investment journey. In a world where most traditional mutual funds underperform the market, Waverley offers a smarter path, rooted in strategies that mirror those of the most sophisticated investors.
Dealers:
A Platform to Power Your Growth
Waverley’s turn-key platform offers dealers a comprehensive, best-practice compliance and technology infrastructure at a fraction of the cost of going alone. This structure allows you to focus on building relationships and growing your business, while we take care of the operational complexities.
In addition, our comprehensive support system—featuring robust due diligence, cutting-edge technology, and industry-leading compliance—reduces risk and maximizes efficiency, empowering dealers to achieve their growth objectives faster and with fewer hurdles.
Issuers:
Accelerate Capital Raising with Confidence
Waverley’s unique platform is specifically designed to help smaller issuers navigate the complexities of raising capital in a compliant and cost-effective manner. By leveraging our proprietary models and our national dealer network, issuers can accelerate their capital-raising processes, broaden their investor bases, and achieve their financial goals more efficiently.
We offer broader investor access, enabling issuers to connect with high-net-worth investors and institutional partners across Canada. Our models are built to create an efficient process, minimizing delays and maximizing valuations, so you can focus on growing your business while we facilitate the capital raise.
MICs:
An Elegant Solution for Mortgage Investment Entities
Mortgage Investment Corporations (MICs) often face unique challenges in the capital-raising landscape. Waverley’s platform offers MICs a fully compliant, cost-effective solution that allows them to engage with a diverse group of investors, ensuring long-term success and sustainable growth.
Our streamlined approach addresses the specific needs of MICs, reducing operational costs and providing a strong foundation for capital growth, all while maintaining the highest standards of transparency and compliance.
A Smarter Approach to Raising Capital
Raising capital for multiple projects or maintaining a continuous offering comes with regulatory requirements that often necessitate working with an investment dealer. Traditionally, issuers face two main options—registering as an Exempt Market Dealer (EMD) to become a captive dealer or partnering exclusively with a third-party EMD. Both paths come with high costs, operational complexities, and extended timelines.
Waverley offers a better solution. Instead of navigating the burdens of becoming a captive dealer or outsourcing investor relationships to a third party, issuers can operate under Waverley’s compliance platform as dealing representatives.This approach streamlines operations, ensures full regulatory compliance, and eliminates unnecessary overhead—allowing issuers to focus on what matters most: raising capital efficiently and effectively.
“Mortgage Company of Canada and Waverley have grown up together. Our partnership started early in the growth of our respective businesses, and utilizing the Waverley Model since 2015, MCC is now one the largest and most recognized non-bank lenders in Canada. In parallel, Waverley has grown to be the most active and most impactful exempt market dealer in the country. There is great depth to the management team, and they will go the extra mile to service their clients.”
Raj Babber, CEO, Mortgage Company of Canada
“For nearly a decade, Waverley has been a valued partner of Lankin Investments, playing a key role in expanding access to alternative investments for Canadian investors. Their experienced Executive team and skilled Dealing Representatives have consistently demonstrated professionalism, integrity, and a deep understanding of the private equity space. Their commitment to excellence has strengthened our partnership and contributed to the growth of the Lankin brand. We are proud to work alongside a firm that shares our vision for the future of private market investing."
Kyle Pulis, Lankin Investments
“Waverley has been a very important partner in the growth of our housing fund business. Working with Waverley has enabled the company to expand its project base, fund new housing communities, and ultimately offer a new option for families to build equity on the way to becoming homeowners. Don McDonald and the leadership team at Waverley have built a tremendous group of private capital markets professionals with expertise in alternative investment finance. We look forward to many more years of working with the Waverley organization.”
George Lawton, CEO, North America Home Finance Inc.
Ready to Talk Growth?
Whether you’re an investor looking to enhance your portfolio, a dealer seeking a better platform, or an issuer aiming to raise capital more efficiently, we’re here to help. Reach out to our team to learn more about how Waverley can support your financial goals.