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Free guide
Questions to ask before you invest in a private offering
Twenty questions across five areas, with why each one matters and what a strong answer looks like, plus a one-page checklist to take into any conversation.
- 1The offering and its structure
- 2The team and governance
- 3Fees and costs
- 4Risk, liquidity and exit
- 5Your fit
About the show
Candid, calm, and plain-spoken
Who it's for
Canadians who are curious about private investments and want to understand them before committing any money, whether you're new to the space or comparing your next opportunity.
What we cover
- How private investments work, and how they differ from public markets
- Private real estate, private credit and private equity
- Risk, fees, liquidity and due diligence
- The rules that govern private investing in Canada
Your host
Jason Thomsen
President, CEO and Co-Founder, Bridge Advisory
Manager of Business Development, Axcess Capital Advisors
Jason Thomsen is the President, CEO, and Co-Founder of Bridge Advisory Incorporated and Manager of Business Development at Axcess Capital Advisors. Jason began his career in Wealth Management as a financial advisor for a Canadian IIROC firm in 2007, and has been working in the Canadian Private Capital Markets since 2008 in a variety of sales, marketing, and consulting roles.
In his role as a multi-issuer wholesaler and consultant, Jason has contributed to over $130 million of Private Capital formation in Canada and has consulted for, or contracted with, over a dozen private investment firms since 2008. He co-founded Bridge Advisory in 2019 with his business partner and wife, Saralyn Thomsen, and he lives and works in Calgary, AB.
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