WHAT INVESTORS
ARE SAYING **
WHAT INVESTORS
ARE SAYING **
Deciding where to invest can be a difficult decision. Our goal is to provide an investment opportunity with a reliable quarterly distribution (Northern Alliance Trust).
“I’ve invested in many different investment opportunities in the past, but none with the certainty of Northern Alliance Trust. I love seeing the consistency of the return quarter after quarter with no effort from me. The admin staff are a pleasure to work with and made the investment process go smooth and easy” - Ian H., Calgary, Alberta
Northern Alliance has continued to impress me since day one with consistent great returns. I find myself investing more of my investment dollars in their fund every year. I've suggested Northern Alliance Trust to some of my close friends and they are seeing the same results. Thank you to the Northern Alliance Trust team!" - Curtis B., Calgary, Alberta **
I’ve invested in many different investment opportunities in the past, but none with the certainty of Northern Alliance Trust. I love seeing the consistency of the return quarter after quarter with no effort from me. The admin staff are a pleasure to work with and made the investment process go smooth and easy.” - Ian H., Calgary, Alberta **
As a Fire Captain in West Kelowna, I know a hot spot when I see one. Dean, Dave and Grant lit the fund on fire with consistent and predictable returns. This is one fire that I’m not going to put out!” - Lionel B., Kelowna, British Columbia **
Provident Diversified and its predecessors have provided consistent monthly dividends since I invested about ten years ago. The underwriting team at Shelter Lending has a great record of providing strong residential mortgages to the fund’s portfolio. I’m happy to keep my investment with them and consider it a safe and profitable place to be.” - Peter R., Calgary, Alberta **
*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.
**Specific investors were asked to provide testimonials on how they felt about their experience investing with Northern Alliance Trust income funds. Investors used their own words for their testimonials.
All data quoted about the funds is as of December 31, 2023.