Call Or Email
Us Today

Call Or Email
Us Today

Have questions? Ask us anything about investment - residential loans, mortgage fund investments. Northern Alliance Trust is here to help.

Reach out and we’ll get back to you as soon as we can.


Jayson Zilkie
1-866-777-9567 (ext 204)

Mailing address

Northern Alliance Trust
101A - 1735 Dolphin Ave. Kelowna, BC V1Y 8A6

Investor Relations

Dave McKitrick, President & CEO
1-866-777-9567 Ext. 201
Jayson Zilkie, EMD Representative, VP Shelter Lending

Investor Administration

Kelly Brown, Manager, Investor Relations

Underwriting & Broker Relations

Handled by Northern Alliance Trust's manager, Shelter Lending.
Chris Harrison
1-866-777-9567 Ext. 205
Northern Alliance Trust - Primary Logo - Horizontal - White

Address: 1735 Dolphin Ave #101A
Kelowna, BC V1Y 8A6
Phone: +1.866.777.9567

*Past Performance of Northern Alliance Trust B Units does not guarantee future results. Northern Alliance Trust locks in its Unit price to $5.00/Unit. The actual net asset value (NAV) typically fluctuates between $4.87 and $5.10 depending on the performance of the fund, current expenses, transaction costs and potential losses. Some expenses are large annual expenses (audits, OM revision) which can be recovered throughout the remainder of the year. The return calculated on this summary does not reflect the NAV fluctuations. B Unit Dividend performance is different from the total fund performance. Returns are compounded quarterly and annualized.

All data quoted about the fund is as of December 31, 2023.