Fund Managers

Vertex One Asset Management

Vertex One Asset Management Inc. was founded in the 1997 by 3 investment professionals. Since then, assets under management have grown to over $1 Billion with a team of 15 professionals. Vancouver-based Vertex has been successfully managing the Vertex Fund and Vertex Managed Value Portfolio since 1998, two funds that have consistently remained top-rated in their respective categories. In 2010, Vertex launched the Vertex Strategic Income Fund, a fund focused on yield and income and available only though ZLC.

Sherpa Asset Management

Vancouver-based Sherpa Asset Management provides alternative investment products to private clients, family offices and institutional investors. Sherpa was created in 2007 with the goal of providing its principals and investors with high-performing, low volatility investment products. Sherpa uses proprietary investment strategies designed to provide superior risk-adjusted returns by focusing on: capital preservation, Volatility management; and alpha and yield-generating strategies.

Bancorp Financial Services

Established in 1975, Vancouver-based Bancorp provides a complete range of financial resources for real estate developers and investors throughoutWestern Canada, as well as direct lending opportunities through facilitated loan syndication. With over $5 Billion underwritten and a team of 11 dedicated mortgage lenders, Bancorp is a superior long-term investment.