Where Capital Moves with Purpose.

Phase1 delivers end-to-end wealth strategies that combine diversification, compounding, and control. This isn’t passive investing. It’s precision investing.

A Different Structure for Greater Results

In our experience, the traditional 60/40 portfolio of equities and bonds used by some asset management firms has not always aligned with our clients’ investment objectives. At Phase1Now, we take a diversified approach to asset and wealth management, offering private clients access to institutional-calibre investment opportunities across both public and private capital markets.

This gives our clients access to opportunities typically reserved for institutions, providing diversification that helps mitigate market volatility while seeking favorable long-term returns.

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Broadly Diversified Private Capital Solutions

We invest across the full capital structure and various stages of a company’s growth. Our investment groups specialize in:

Private Equity

We invest in established businesses with strong fundamentals, focusing on operational improvement and long-term equity growth.

Venture Capital

Our venture investments support early-stage companies with disruptive potential, providing capital and strategic guidance for scalable growth.

Infrastructure Assets

We invest in essential infrastructure projects (such as energy, transportation, and utilities) that offer long-duration income and defensive positioning.

Private Debt

Our private debt strategy targets secured lending opportunities with strong covenants, aiming to deliver attractive, risk-adjusted returns.

Real Estate Debt

We provide flexible financing for income-producing real estate, generating consistent returns through senior and mezzanine lending structures.

The Private Equity Spectrum

At Phase1Now, we take a distinctive approach to private equity, one that moves beyond traditional investment models to deliver stronger, more consistent outcomes.

Our evergreen fund structure reinvests realized gains, creating a compounding effect that fuels long-term value.

By integrating capital allocation, hands-on asset management, and disciplined cash flow strategies into one seamless framework, we maximize both efficiency and impact across every stage of the private equity lifecycle.

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Venture Capital

Invests in early-stage startups with high risk and high return potential. Focused on product-market fit, disruptive potential, and long-term scalability.

Growth Equity

Targets companies with proven traction and strong fundamentals. Capital supports scaling operations, expanding markets, and accelerating growth.

Buyouts

Focuses on mature, cash-flowing businesses. Strategies include operational improvements, leadership optimization, and equity value creation through control positions.

A Conservative Yet Forward-Thinking Approach

Clear strategy. Stable returns. Intelligent diversification.

Assess Current Financial Position

We begin by identifying the key factors shaping your financial situation.

Diversified Investment Solutions

Our portfolios include a carefully selected mix of complementary investments.

Long-Term Capital Growth and Income:

We prioritize companies with strong earnings, dividends, and capital efficiency.

Fixed Income Strategy

We invest across Canadian and global securities to deliver stable, risk-adjusted income.

Global Presence. Boutique Precision.

Founded in 2013, Phase1 has evolved into a globally positioned wealth management platform with trusted investment partners across Canada, the U.S., Japan, Korea, Hong Kong, and Taiwan.

Our team combines the precision of a boutique firm with the access and scale of institutional finance. Whether through traditional assets or emerging digital classes, Phase1 is built to lead, scale, and deliver lasting value.

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Reimagine What Your Capital Can Become

Schedule a private consult to explore how we can help you take control of your financial future.

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