ACM Referrals – Home

Referral Agent Program

Take your Practice to the Next Level

At Accilent, our mission is to identify niche markets and design smarter, more effective investment products that are accessible to private investors in Canada. We realized long ago that each financial service provider has their own unique value proposition and core competencies. The varied offerings of the industry and continued blurring of the traditional pillars of finance has created a great opportunity to bolster client solutions and deepen the client relationship.

This is why we started the Accilent Referral Program. Whether you’re a wealth manager, tax advisor, estate planner, or accountant, adding Accilent’s holistic suite of investments and advisory services to your existing expertise can diversify your revenue streams, improve your client experience, and help you stand out from your competitors.

Our Solutions

Flow-Through Funds

Pavilion Resource Fund

Discretionary Managed Accounts

Select

As a Pavilion referral agent, you and your clients have access to our full suite of investment funds, including our flagship Pavilion Resource Fund. The fund is managed by an institutional-grade portfolio manager with proven track record of success investing in alternative assets and commodities. Referral agents have the dual benefit of adding a valuable tax-planning tool to their client’s toolkit, while also earning a generous commission upon investment.

Introducing Select, a bespoke portfolio management offering for the investor who wants something more. Select is a major differentiator in the portfolio management arena, unrivaled in its combination of assets and low thresholds for client qualification. Becoming a Select referral agent allows you to provide a more holistic financial offering to your clients while diversifying your revenue and reducing your administrative burden in the process.

About Accilent

Accilent Capital Management Inc. is a boutique investment firm in the heart of Toronto, specializing in alternative assets and commodities. In the money management industry, we position ourselves to provide
superior returns for investors by monitoring global developments and identifying the themes, styles, sectors, strategies and regions we believe will benefit the most.

Dan Pembleton CFA, MBA founded Accilent Capital Management Inc. in 2002 to provide investment advisory services for third party and proprietary funds, individual managed accounts, and structured investments. Mr. Pembleton has been working in the financial industry as a trader and portfolio manager for 15 years. Nearly a decade of this time was spent with RBC Dominion Securities in institutional fixed income where he rose to the level of Vice-President Global Money Markets.

Accilent Capital Management Inc. is a Portfolio Manager (PM). We are registered with the Ontario Securities Commission as a PM, Investment Fund Manager (IFM) and Exempt Market Dealer (EMD). Accilent is also a Commodity Trading Manager (CTM).