Funds Under Management

Westcap is a registered portfolio manager of a diverse and distinct group of Funds across a broad range of industry sectors with over $1 billion in assets under management.

Current Funds Under Management

CLOSED ACCORDION

Management Buyout & Growth Funds

In the next decade, approximately 75% of small and medium-sized business owners in Canada will be ready to transition their business.  This will require knowledgeable capital and strategic partners that can facilitate the right structure and support the company’s next growth period.  To address this need, Westcap completed the close of a series of Management Buyout Funds including the most recent, Westcap MBO III Investment LP which represents the largest private equity raise by a Saskatchewan Fund Manager.

The Funds’ focus on providing succession and growth capital to long-standing, Western-based companies involved in transition, consolidation or merger and acquisition activity dates back over three decades.

Golden Opportunities Fund

As Saskatchewan’s first Retail Venture Capital (RVC) Fund founded in 1999, Golden Opportunities makes strategic investments in high-growth sectors of the economy to maximize shareholder value. The Fund has been recognized as Canadian Labour Fund of the Year and has the growing support of over 28,000 shareholders. Golden Opportunities is available in both Saskatchewan and Manitoba.

Golden Opportunities IRC Report to Securityholders

Connect Manitoba Growth Fund

The Connect Manitoba Growth Fund (CMGF) provides local, small and medium-sized Manitoba businesses with valuable, patient venture and growth capital, to further the development, growth and success of Manitoba’s companies, economy and communities. CMGF is the first investment fund funded under the Manitoba First Fund and championed by local Manitoba credit unions.

Website: connectmb.ca

Cheung On Investments Group

Founded in 1989, Cheung On addresses the financial and relocation needs of high-net-worth Asian investors. Cheung On is recognized as a highly successful international syndicated fund and has been ranked as one of the top 100 companies in Saskatchewan by Saskatchewan Business Magazine. The Fund has received letters of support from numerous high-net-worth international shareholders.

Start-Up Visa

Offered by the Government of Canada, the Start-up Visa Program is designed to attract entrepreneurs to Canada in an expedient fashion. Under the program, eligible entrepreneurs can expedite their visa application process by undertaking a business venture in Canada. The program is designed to reduce the timeframe for permanent residency down to 6 – 12 months. Although there is no guarantee of obtaining permanent residency status, this Program is significantly more attractive than competing programs such as the American H1B visa which only provides a temporary visa. The permanent residency status that is obtained under this Program is not conditional on the business venture undertaken being successful.

To qualify, the applicant needs to secure a minimum of $200,000 investment capital from an approved organization like Westcap Mgt. Ltd. or Golden Opportunities Fund Inc., the only approved designates in Saskatchewan as partners in a Canadian business entity.

Citizenship and Immigration Canada will decide whether or not permanent residency is granted.

  • Prove your business idea is supported by a designated investor organization
    • Secure a minimum investment of $200,000 from a designated organization (Golden Opportunities Fund Inc./Westcap Mgt. Ltd.), and
  • Meet the language requirements
    • English or French at Canadian Language Benchmark 5
  • Meet the Education requirements
    • Minimum of one year of post-secondary education
    • Proof that you were in good standing while attending a post-secondary institution
  • Have sufficient settlement funds
    • Must show you have sufficient funds to support yourself and your dependents upon arrival in Canada.

Location
River Landing, East Tower
Suite 601, 409 3rd Avenue S.
Saskatoon, SK  S7K 5R5