Why Investors choose
OUR INVESTMENT PRODUCTS
WHY INVESTORS CHOOSE OUR INVESTMENT PRODUCTS
Investment Opportunities That Provide Returns
Northern Alliance Trust was founded in 2015 on successful, disciplined lending practices through it's manager, Shelter Lending. Our track record of consistent investor returns supports our underwriting and diversification strategy. The fund provides investors with an opportunity to invest in Western Canadian real estate without the headaches of being a landlord. Northern Alliance Trust partners with PARVIS, an exempt market dealer registered across Ontario and Western Canada.
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. **
I’ve been an investor with Northern Alliance for five years and I’m very pleased with the return on my investment.
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.
*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.