the EDIP difference
Creation of a sovereign wealth engine for prosperity so your community priorities can be met for generations.
Providing tools, resources & expertise
Designed to help you build sovereign wealth
Governments around the world have the resources to hire some of the world’s top advisors to work with them to build sovereign wealth. EDIP Sovereign Wealth levels the playing field to give indigenous governments the capacity to achieve that same success on their own terms.
We give you access to experts in several fields to work with your leadership, local advisors and management team. These experts are in fields like energy, mining, finance, investments, taxation, legal, real estate, infrastructure and private equity. We can also help to create a new sovereign wealth department that reports to your leadership.
We have developed a number of proprietary tools to help you grow and manage your sovereign wealth. These tools give you remote access to reports, appraisals and performance with the goal of improving efficiency, transparency and accountability. EDIP sovereign Wealth is the only organization of its kind in Canada to do this.
EDIP believes that the performance of your sovereign wealth engine is tied to community objectives:
- We work with you to identify your needs and priorities
- We analyze your wealth and determine how much you need to grow your portfolio to fund your needs and priorities.
- We work with you to improve the performance of your current commercial assets
- We then work with you to develop and acquire new investment assets, not just locally but around the world
- We also help you screen opportunities and access sources of capital
- We can work with your economic development team to give them access to experts and tools to drive local economic activity
- We report to you, and you make all decisions on your investment portfolio, using proprietary tools that are designed to help you make real time decisions
Structuring for Success
Our approach begins with a discovery diagnostic where we review your asset base and overall economic situation to gain an understanding of your community’s or organization’s financial needs, governance and risks in achieving wealth generation goals.
FIRST 90-DAY PLAN
We conduct a discovery diagnostic on your current asset base and economic situation. We then develop a Statement of Investment Guidelines that reflects your ambitions, risk appetite, and investment preferences. A final component of the first 90-day plan is establishing the Investment Strategy which documents financial assumptions as well as investment opportunities that should be considered to achieve your goals. We define core strategies and financial projections including categorizing your assets under the following; Assets under Management (AUM), Assets under Development (AUD) or Assets under Consideration (AUC). so that we build momentum from the start.
SECOND 90-DAY PLAN
Immediately following the acceptance of the Investment Guidelines and Strategy, we get to work with the second 90-day plan which integrates your economic development activities and addresses any outstanding issues around governance, risk management and tax so that we ensure your community will have optimal conditions as well as managing some of the assets that are ready for our involvement.
THIRD 90-DAY PLAN
During the third 90-day plan we ensure that mechanisms and processes are correctly in place, including reporting, and that they are effectively managing your on-going returns from existing assets and meeting your expectations. This work includes a plan that continues growing your own source revenues into the future.
One of the many advantages of EDIP is that we assemble a team to fit your needs, with access to experts in different industries, and with national and international experience.
Our fee model is easy to budget for. One of the first things we do to assist is apply for grant funding.
EDIP Sovereign Wealth Solutions
Get In Touch
18th Floor -201 Portage Avenue
Winnipeg, MB R3B 3K6
200 – 100 Park Royal
West Vancouver, BC V7T 1A2
+1 800 469 6895