What We Do

Structure Strategy Security

Structure

Credit is a foundational tool to achieve objectives.

There are numerous structures where a strategic approach to credit is applicable, with the most common being:

• Individuals
• Personal holding/investment companies
• Family trust and estate
• Operating companies

Strategy

There are an extensive range of credit strategies which can be deployed depending on the short and long-term objectives.

Varying objectives which may utilize leverage include:

• Liquidity (general)
• Bridging cash flow or capital calls
• Asset acquisition
• Personal and business investment
• Refinancing of existing credit facilities
• Unlocking leverage (loan to value) on assets

Security

In tailoring a strategy, Resolve will help you avoid unnecessary trade-offs with raising debt capital and utilize methods to mitigate the risks associated with borrowing.

Some of the typical asset classes, both Canadian and US-based, which can be leveraged include:

Real estate
• Residential, Recreational, Income Property, Hobby Farm

Investment portfolios
• Brokerage, Direct Investing, 3rd Party Managed, Concentrated Stock Positions, Alternative Investments (Private Equity / Hedge Funds)

Life insurance policies
• Whole Life, Universal Life

Luxury
• Aircraft, Yacht, Art Collection

Resolve Advisory Partners is a Toronto based consulting firm founded with the objective of assisting individuals with their lending needs.

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