We help our clients reach new goals
Customized to meet bold challenges
Determining your readiness to invest involves evaluating your financial goals, risk tolerance, and investment knowledge. At OCMI, we specialize in assisting high net worth individuals with this process. We also ensure that our investors meet the criteria for accredited investors as per regulatory requirements, including NI-45-106 disclosures. Our team provides personalized consultations to assess your qualifications and discuss suitable real estate opportunities. Contact us today to schedule a complimentary consultation and take the first step toward securing your financial future.
At OCMI, we believe that every investor has unique goals and risk profiles. Our approach begins with a thorough understanding of your financial objectives, risk tolerance, and investment horizon. We then leverage advanced analytics and market insights to craft a tailored investment strategy that aligns with your specific needs. Our team provides ongoing support and adjustments to your portfolio, ensuring it remains optimized for maximum returns. Contact us to discuss how we can create a personalized investment plan that works for you.
Engaging with OCMI is a straightforward and personalized process. It begins with an initial consultation where we learn about your financial goals, risk tolerance, and investment preferences. Following this, we conduct a comprehensive analysis to develop a tailored investment strategy. Our team will then present you with customized real estate opportunities and guide you through the investment process. Throughout our partnership, we provide ongoing support and performance updates to ensure your investments are optimized.
Upon completion of the initial offering, investors have the flexibility to either roll their investment into subsequent phases of the project or choose to exit. This allows you to stay involved as the project progresses or realize your returns at a time that suits your financial goals.
Yes, we can assist you in transferring your existing registered funds, such as TFSA, LIRA, and RRSP, into a new self-directed account tailored for this investment. Our team will guide you through the process, ensuring a smooth and efficient transfer that aligns with your financial objectives. This allows you to leverage your current savings to participate in our investment opportunities without any added complexity.