DIVERSIFY YOUR
INVESTMENT PORTFOLIO

DIVERSIFY YOUR
INVESTMENT PORTFOLIO

Invest with Northern Alliance Trust, a mutual fund trust that provides residential mortgages to individuals across Western Canada.

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Why Invest In Private Mortgages?

Diversify your portfolio by investing in Northern Alliance Trust residential mortgage income fund. Private mortgage lenders have flexible lending parameters, providing more options for borrows that don’t fit the mold of banks and institutional lenders.

Parvis Investment Services Inc. is our Exempt Market Dealer (EMD)

Northern Alliance Trust Guidelines

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Northern Alliance Trust provides quarterly distributions as an income producing fund, providing investors a steady stream of income while preserving invested capital.

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Northern Alliance Trust’s strategy is to focus on first and second mortgages with smaller capital outlay, resulting in a high level of diversification in the mortgage portfolio.

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Northern Alliance Trust Class B Units have a targeted return of nine percent (9%). The Trust is registered with Canada Revenue Agency and can accept all registered investments including RRSP, RESP, LIRA, TFSA and others.

Why Invest With Northern Alliance Trust

Northern Alliance Trust residential mortgage income fund provided consistent quarterly dividends without fail for over eight years.  Northern Alliance Trust has provided quarterly dividends over eight years without fail to it's Unit holders. Our fund take a conservative and disciplined approach when considering new applications. Underwriting staff are experienced in managing mortgage fund and understand the importance to properly underwrite each mortgage.

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Higher returns

7.5% to 9.0% historical quarterly returns for Northern Alliance Trust B units (annualized and compounded quarterly)

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Secure investments

Investments tied to tangible assets that don’t move

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Straightforward Investing

Everyone has a mortgage, so easy to understand

Hear It From Some Of Our Investors

I’ve been an investor with Northern Alliance Trust for five years and I’m very pleased with the return on my investment.

As a Mortgage Broker, I have a very close relationship with mortgages and in seeing thousands of applications, I know that the last thing a person defaults on is their home. That gives me peace of mind knowing this is a strong investment because a person will do everything they can to keep the place where they sleep at night.

The consistency of the investment is excellent and based on what they are doing (via first-hand knowledge as a Mortgage Broker), I can see the investment continuing to produce 9% plus annual returns well into the future.” - Joy K. **

Hear It From Some Of Our Investors

I’ve been an investor with Northern Alliance for five years and I’m very pleased with the return on my investment.

As a Mortgage Broker, I have a very close relationship with mortgages and in seeing thousands of applications, I know that the last thing a person defaults on is their home. That gives me peace of mind knowing this is a strong investment because a person will do everything they can to keep the place where they sleep at night.

The consistency of the investment is excellent and based on what they are doing (via first-hand knowledge as a Mortgage Broker), I can see the investment continuing to produce 8% plus annual returns well into the future.” - Joy K.

Have Questions About Investing With Us?

Deciding where to invest can be difficult, and you may have a lot of questions on how it works, what you are purchasing, how to invest and more. Read more on our FAQ page of commonly asked questions.

Want To Become One Of Our Brokers?

For licensed Mortgage Brokers interested in obtaining financing for their clients, please visit Shelter Lending at www.shelterlending.ca

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Supporters Of Opportunity International

Northern Alliance Trust is proud to support Opportunity International, a registered charity in Canada, that provides access to savings, small business loans, insurance and training to 1.55 million people working their way out of poverty in the developing world.

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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.