Our Partners

Welch LLP


Welch LLP is a Chartered Professional Accounting firm that provides a full range of accounting, assurance, tax, advisory, and specialty services. Welch offers private enterprises, government, and not-for-profit organizations industry specific services and knowledge with a relationship-driven approach to client service. Our in-house experts allow us to identify industry related issues and develop solutions with ease. Our expertise is offered at a cost that makes sense without you having to sacrifice service quality.


Fasken Martineau DuMoulin LLP

Legal Team

Fasken is a full-service law firm with offices in Canada, the U.K., South Africa and China. The Firm work with clients around the globe, offering expertise in legal issues affecting all types of industry, government and individual objectives. Founded in the mid-19th century, Fasken merged leading firms in 2000 to form what is now one of the largest firms in Canada with an international reach. Respected as a leading law Firm by the international business community, Fasken is recognized in prestigious business and legal publications for our expertise. 

Exempt Edge

Compliance Technology Solution

We believe that participants of the Private Capital Markets of Canada have been historically underserved when it comes to technological solutions. Our mission is to build amazing software that puts our industry on a level playing field with other segments of the wealth building industry. 


ComputerShare Trust Company


.Computershare Trust Company of Canada provides Dealing Representatives, Exempt Market Dealers, Private Issuers and their stakeholders with all-inclusive trustee, record keeping and account administration services for exempt market securities held in TFSAs, RRSPs, LIRAs, and non-registered accounts. ​The firm is a federally regulated trust company, providing competitive account fees and more economical access to the exempt market.

Olympia Trust



Olympia Trust Company is a non-deposit taking trust company providing Self-Directed Accounts to Canadian Investors through our Calgary, Alberta headquarters. Founded in 1996, Olympia Trust is a wholly-owned subsidiary of Olympia Financial Group Inc. (TSX: OLY). Like you, we are committed to the advancement of the Exempt Market and Private Lending Industry and advocate for the integrity in all aspects of our business. With a combined 300+ years in registered plan administration, our team’s expertise is unparalleled. We provide a personalized one-on-one service tailored to the Arm’s Length Mortgage and Exempt Market Industry.