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Celernus Investment Partners Inc.
Address
1001 Champlain Avenue Suite 302
Burlington,
ON L7L 5Z4
(289) 863 - 1330
info@celernus.com
www.celernus.com/
Principal Contacts
Kurt Hagerman
Managing Partner
Tel: (289) 863 - 1344
khagerman@celernus.com
Client Minimums
Types of Accounts Managed
- Private Individual / Investor
- Family Office
- Institutional Investor - Other
Provinces of Business
- Alberta
- British Columbia
- Nova Scotia
- Ontario*
- Quebec
* indicates a physical location in this province
About Us
Celernus Investment Partners Inc. is a private company incorporated in Ontario and was established in 2011 as a wealth management firm to help high net worth families, entrepreneurs and professionals with their complex investment needs.
Celernus Investment Partners Inc. is registered in the provinces of Ontario, Alberta, British Columbia, Nova Scotia and Quebec as a portfolio manager and an investment fund manager in Ontario and Quebec. The Ontario Securities Commission is the principal regulator for Celernus Investment Partners Inc.
Our Process
At Celernus, we recognize that nothing gets accomplished without a relationship of trust. This relationship is as important to us as it is to you, and we want to spend time cultivating it. Only when all parties are comfortable, do we begin discussing your financial situation.
In our experience, wealth management is most effective when we understand your current financial position, identify your goals and objectives and develop a plan for the future that is revisited and adjusted regularly.
We commit to co-ordination and communication with your accountants, lawyers and other advisors, ensuring that all parties are moving forward with the single purpose of effectively managing your assets. Expertly.
Learn more about our process