Axcess Capital Advisors

06/16/2026

𝐁𝐞𝐡𝐢𝐧𝐝 𝐭𝐡𝐞 𝐇𝐞𝐚𝐝𝐥𝐢𝐧𝐞𝐬: 𝐓𝐡𝐞 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐚𝐥 𝐅𝐚𝐜𝐭𝐨𝐫𝐬 𝐃𝐫𝐢𝐯𝐢𝐧𝐠 𝐂𝐚𝐧𝐚𝐝𝐢𝐚𝐧 𝐑𝐞𝐧𝐭𝐚𝐥 𝐃𝐞𝐦𝐚𝐧𝐝 🏢📈

While short-term real estate headlines continue to evolve, the underlying macroeconomic indicators for Canada's multifamily sector tell a much more consistent story. We are pleased to feature the latest research from Equiton, an approved issuer on the Axcess product shelf.

Data compiled from the CMHC, CBRE, and the Office of the Parliamentary Budget Officer highlights three critical drivers shaping the residential landscape through 2030:

1. 𝐓𝐡𝐞 658𝐊 𝐇𝐨𝐮𝐬𝐢𝐧𝐠 𝐆𝐚𝐩: Even after accounting for revised federal immigration targets, Canada faces a projected structural deficit of 658,000 residential units by 2030.

2. 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 𝐌𝐨𝐝𝐞𝐫𝐚𝐭𝐢𝐨𝐧: Total housing starts have steadily decreased since late 2025, pointing to fewer project completions over the next two to three years.

3. 𝐓𝐡𝐞 𝐀𝐟𝐟𝐨𝐫𝐝𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐂𝐡𝐚𝐬𝐦: From 2006 to 2024, Canadian homeownership costs climbed at a 5.1% Compound Annual Growth Rate (CAGR)—significantly outpacing rent increases (3.3%) and income growth (2.8%).

Understanding these multi-cycle dynamics is essential for building a private market strategy anchored to real-world demand.

🔗 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐝𝐚𝐭𝐚 𝐛𝐫𝐞𝐚𝐤𝐝𝐨𝐰𝐧 𝐡𝐞𝐫𝐞: https://www.linkedin.com/posts/equiton-partners_3-structural-reasons-we-believe-canadian-activity-7472377723689062400-3t5F

𝑰𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒕 𝑵𝒐𝒕𝒆: 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘩𝘪𝘨𝘩𝘭𝘪𝘨𝘩𝘵𝘴 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵 𝘤𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴. 𝘗𝘳𝘪𝘷𝘢𝘵𝘦 𝘳𝘦𝘢𝘭 𝘦𝘴𝘵𝘢𝘵𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘤𝘢𝘳𝘳𝘺 𝘶𝘯𝘪𝘲𝘶𝘦 𝘳𝘪𝘴𝘬𝘴, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘤𝘰𝘯𝘴𝘵𝘳𝘶𝘤𝘵𝘪𝘰𝘯 𝘥𝘦𝘭𝘢𝘺𝘴, 𝘭𝘪𝘲𝘶𝘪𝘥𝘪𝘵𝘺 𝘭𝘪𝘮𝘪𝘵𝘢𝘵𝘪𝘰𝘯𝘴, 𝘢𝘯𝘥 𝘪𝘯𝘵𝘦𝘳𝘦𝘴𝘵 𝘳𝘢𝘵𝘦 𝘦𝘹𝘱𝘰𝘴𝘶𝘳𝘦. 𝘊𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘋𝘦𝘢𝘭𝘪𝘯𝘨 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘵𝘰 𝘥𝘦𝘵𝘦𝘳𝘮𝘪𝘯𝘦 𝘩𝘰𝘸 𝘵𝘩𝘦𝘴𝘦 𝘧𝘶𝘯𝘥𝘢𝘮𝘦𝘯𝘵𝘢𝘭𝘴 𝘢𝘭𝘪𝘨𝘯 𝘸𝘪𝘵𝘩 𝘺𝘰𝘶𝘳 𝘭𝘰𝘯𝘨-𝘵𝘦𝘳𝘮 𝘸𝘦𝘢𝘭𝘵𝘩 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺.

06/03/2026

It was our absolute pleasure! At Axcess Capital Advisors, we are proud to have partnered with AgriRoots by Farm Lending Canada and Bennett Jones to sponsor the closing reception of the 2026 PCMA Conference.

The PCMA plays a vital role in connecting, educating, and advancing our industry. Bringing together wealth professionals, issuers, and leaders for an evening of reflection and conversation is exactly how we foster a resilient alternative investment ecosystem in Canada.

Thank you to everyone who attended, engaged, and contributed to making this year's conference a major success. We look forward to continuing to build the future of private capital together!

🔗 Learn more about the PCMA network:
https://www.pcmacanada.com/

05/26/2026

𝐖𝐡𝐲 𝐭𝐡𝐞 𝐔𝐥𝐭𝐫𝐚-𝐖𝐞𝐚𝐥𝐭𝐡𝐲 𝐚𝐫𝐞 𝐄𝐦𝐛𝐫𝐚𝐜𝐢𝐧𝐠 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐒𝐭𝐞𝐰𝐚𝐫𝐝𝐬𝐡𝐢𝐩 🏛️🛡️

With the global ultra-wealthy population projected to increase by 31% by 2030, a structural transformation is taking place in how sophisticated portfolios are built.

A recent feature by Wealth Professional Canada highlights that ultra-high-net-worth families are moving away from chasing short-term returns. Driven by persistent market volatility, inflationary pressures, and intergenerational planning, they are prioritizing capital preservation and long-term resilience over opportunistic, cyclical growth.

At Axcess Capital Advisors, we track these macroeconomic trends closely to ensure our network has access to the foundational structures necessary to build durable wealth across generations.

🔗 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐖𝐞𝐚𝐥𝐭𝐡 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐟𝐞𝐚𝐭𝐮𝐫𝐞 𝐡𝐞𝐫𝐞:
https://www.wealthprofessional.ca/investments/alternative-investments/the-ultra-wealthy-are-turning-away-from-short-term-returns/392483

𝑰𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒕 𝑵𝒐𝒕𝒆: 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘩𝘪𝘨𝘩𝘭𝘪𝘨𝘩𝘵𝘴 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩 𝘧𝘰𝘳 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦 𝘰𝘳 𝘢𝘯 𝘦𝘯𝘥𝘰𝘳𝘴𝘦𝘮𝘦𝘯𝘵 𝘰𝘧 𝘴𝘱𝘦𝘤𝘪𝘧𝘪𝘤 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴. 𝘈𝘭𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘷𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦 𝘶𝘯𝘪𝘲𝘶𝘦 𝘳𝘪𝘴𝘬𝘴, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘪𝘭𝘭𝘪𝘲𝘶𝘪𝘥𝘪𝘵𝘺. 𝘊𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘋𝘦𝘢𝘭𝘪𝘯𝘨 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘵𝘰 𝘦𝘷𝘢𝘭𝘶𝘢𝘵𝘦 𝘺𝘰𝘶𝘳 𝘭𝘰𝘯𝘨-𝘵𝘦𝘳𝘮 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺.

05/23/2026

𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐀𝐬𝐬𝐞𝐭𝐬: 𝐌𝐚𝐩𝐩𝐢𝐧𝐠 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐂𝐫𝐢𝐭𝐢𝐜𝐚𝐥 𝐌𝐢𝐧𝐞𝐫𝐚𝐥 𝐒𝐮𝐩𝐩𝐥𝐲 𝐂𝐡𝐚𝐢𝐧𝐬.

Securing domestic access to critical industrial minerals has become a key focus for institutional and private investors alike.

A recent feature via Northeast Now details how the Thor Project is positioning itself to build a long-term, valuable supply chain within Saskatchewan. By focusing on assets with multi-generational potential, issuers in this segment aim to align with broader macroeconomic shifts toward energy security and industrial manufacturing.

Explore the strategic foundations required to move large-scale resource projects from discovery to ex*****on.

🔗 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐡𝐞𝐫𝐞:
https://northeastnow.com/2026/05/13/alumina-project-ready-for-next-steps-says-ceo/

𝑰𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒕 𝑵𝒐𝒕𝒆: 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 𝘗𝘢𝘴𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘢𝘯𝘥 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘮𝘪𝘭𝘦𝘴𝘵𝘰𝘯𝘦𝘴 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘪𝘯𝘥𝘪𝘤𝘢𝘵𝘪𝘷𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘥𝘦𝘷𝘦𝘭𝘰𝘱𝘮𝘦𝘯𝘵 𝘴𝘶𝘤𝘤𝘦𝘴𝘴 𝘰𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘳𝘦𝘵𝘶𝘳𝘯𝘴. 𝘊𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘋𝘦𝘢𝘭𝘪𝘯𝘨 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘵𝘰 𝘦𝘷𝘢𝘭𝘶𝘢𝘵𝘦 𝘺𝘰𝘶𝘳 𝘱𝘳𝘪𝘷𝘢𝘵𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺.

#𝘈𝘭𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘷𝘦𝘈𝘴𝘴𝘦𝘵𝘴 #𝘐𝘯𝘥𝘶𝘴𝘵𝘳𝘪𝘢𝘭𝘍𝘶𝘵𝘶𝘳𝘦 #𝘚𝘢𝘴𝘬𝘢𝘵𝘤𝘩𝘦𝘸𝘢𝘯 #𝘚𝘶𝘱𝘱𝘭𝘺𝘊𝘩𝘢𝘪𝘯 #𝘈𝘹𝘤𝘦𝘴𝘴𝘕𝘦𝘵𝘸𝘰𝘳𝘬

05/21/2026

𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐍𝐞𝐰𝐩𝐨𝐫𝐭’𝐬 𝐐1 2026 𝐑𝐞𝐯𝐢𝐞𝐰

An eventful start to 2026 has brought heightened geopolitical tensions, energy fluctuations, and broader economic uncertainty to the forefront. We are sharing the latest quarterly commentary from 𝐍𝐞𝐰𝐩𝐨𝐫𝐭 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡, an approved issuer on the Axcess product shelf.

Their portfolio management team highlights that despite these headwinds, maintaining a disciplined, multi-asset strategy focused on capital preservation remains paramount. For our network at Axcess, these institutional insights reinforce the value of holding uncorrelated private market assets that can provide stability against public market swings.

🔗 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐐1 𝐛𝐫𝐞𝐚𝐤𝐝𝐨𝐰𝐧 𝐡𝐞𝐫𝐞:
https://www.newportprivatewealth.ca/insights/q1-2026-the-quarter-that-was/

𝑰𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒕 𝑵𝒐𝒕𝒆: 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘩𝘪𝘨𝘩𝘭𝘪𝘨𝘩𝘵𝘴 𝘢 𝘧𝘦𝘢𝘵𝘶𝘳𝘦𝘥 𝘪𝘴𝘴𝘶𝘦𝘳'𝘴 𝘮𝘢𝘳𝘬𝘦𝘵 𝘢𝘯𝘢𝘭𝘺𝘴𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴. 𝘗𝘳𝘪𝘷𝘢𝘵𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦 𝘶𝘯𝘪𝘲𝘶𝘦 𝘳𝘪𝘴𝘬𝘴, 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘮𝘢𝘳𝘬𝘦𝘵 𝘷𝘰𝘭𝘢𝘵𝘪𝘭𝘪𝘵𝘺 𝘢𝘯𝘥 𝘪𝘭𝘭𝘪𝘲𝘶𝘪𝘥𝘪𝘵𝘺. 𝘊𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘋𝘦𝘢𝘭𝘪𝘯𝘨 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘵𝘰 𝘦𝘷𝘢𝘭𝘶𝘢𝘵𝘦 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺.

05/19/2026

𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝐓𝐫𝐚𝐝𝐞-𝐎𝐟𝐟𝐬 𝐨𝐟 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐌𝐚𝐫𝐤𝐞𝐭 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠

True diversification means understanding the structural differences between public and private assets. Lankin Investments, a featured issuer in our network, recently shared a critical takeaway on the nature of alternatives: liquidity is a trade-off, not a free lunch.

https://www.facebook.com/share/p/18cLJBgL6G/

Institutional investors have understood for decades that trading daily liquidity for long-term, asset-backed exposure is where the potential for resilient, multi-cycle performance lives. Lankin’s 15+ year history of rigorous underwriting and clear-eyed communication serves as an excellent example of this operating philosophy in action.

𝑰𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒕 𝑵𝒐𝒕𝒆: 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 𝘗𝘢𝘴𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘰𝘧 𝘢𝘯 𝘪𝘴𝘴𝘶𝘦𝘳 𝘰𝘳 𝘴𝘦𝘤𝘵𝘰𝘳 𝘪𝘴 𝘯𝘰𝘵 𝘢 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘳𝘦𝘴𝘶𝘭𝘵𝘴. 𝘊𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘋𝘦𝘢𝘭𝘪𝘯𝘨 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘰𝘳 𝘺𝘰𝘶𝘳 𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘦𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘵𝘰 𝘦𝘷𝘢𝘭𝘶𝘢𝘵𝘦 𝘺𝘰𝘶𝘳 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺.

05/05/2026

"𝐐1 2026 𝐃𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐢𝐨𝐧 𝐔𝐩𝐝𝐚𝐭𝐞: 𝐄𝐩𝐢𝐩𝐡𝐚𝐧𝐲 𝐋𝐞𝐠𝐚𝐜𝐲 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝 𝐓𝐫𝐮𝐬𝐭 📈📋

https://www.facebook.com/share/p/1AqvGVwza4/

Consistency is a hallmark of disciplined management. We are pleased to share that 𝐄𝐩𝐢𝐩𝐡𝐚𝐧𝐲 𝐋𝐞𝐠𝐚𝐜𝐲 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝 𝐓𝐫𝐮𝐬𝐭, a featured issuer in the Axcess Network, has completed its investor distributions for the period ending March 31, 2026.

This timely distribution reinforces the Trust’s commitment to providing regular updates and predictable milestones for its unitholders. At Axcess Capital Advisors, we value highlighting issuers that maintain clear and transparent communication throughout the investment lifecycle.

🔗 𝐕𝐢𝐞𝐰 𝐭𝐡𝐞 𝐨𝐟𝐟𝐢𝐜𝐢𝐚𝐥 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 𝐡𝐞𝐫𝐞:
https://legacyinvestment.ca/wp-content/uploads/2026/05/3-Epiphany-Legacy-Investment-Mutual-Fund-Trust-Quarter-Distribution-Notification-2.pdf

𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐍𝐨𝐭𝐞: 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘩𝘪𝘨𝘩𝘭𝘪𝘨𝘩𝘵𝘴 𝘢 𝘤𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘮𝘪𝘭𝘦𝘴𝘵𝘰𝘯𝘦 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘢𝘯 𝘰𝘧𝘧𝘦𝘳 𝘵𝘰 𝘴𝘦𝘭𝘭 𝘰𝘳 𝘢 𝘴𝘰𝘭𝘪𝘤𝘪𝘵𝘢𝘵𝘪𝘰𝘯 𝘵𝘰 𝘣𝘶𝘺 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴. 𝘈𝘭𝘭 𝘱𝘳𝘪𝘷𝘢𝘵𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦 𝘳𝘪𝘴𝘬. 𝘊𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘋𝘦𝘢𝘭𝘪𝘯𝘨 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘰𝘳 𝘺𝘰𝘶𝘳 𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘦𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘵𝘰 𝘥𝘦𝘵𝘦𝘳𝘮𝘪𝘯𝘦 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘪𝘴 𝘳𝘪𝘨𝘩𝘵 𝘧𝘰𝘳 𝘺𝘰𝘶.

"

Distribution Update – Q1 2026

We’re pleased to announce that Epiphany Legacy Investment Mutual Fund Trust has completed its Q1 2026 investor distribution for the period ending March 31, 2026.

View Announcement:https://legacyinvestment.ca/wp-content/uploads/2026/05/3-Epiphany-Legacy-Investment-Mutual-Fund-Trust-Quarter-Distribution-Notification-2.pdf

For investments held within registered accounts, updates will be reflected by your Trustee on or before April 30, 2026.

We encourage investors to review their account details. For inquiries, please contact [email protected].

04/30/2026

𝐅𝐨𝐫 𝐃𝐞𝐚𝐥𝐢𝐧𝐠 𝐑𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬: The Alts x Alts Conference is coming to Calgary, offering a high-value touchpoint for staying current on the alternative investment landscape.

𝐖𝐡𝐲 𝐀𝐭𝐭𝐞𝐧𝐝?
● 𝐃𝐢𝐫𝐞𝐜𝐭 𝐀𝐜𝐜𝐞𝐬𝐬: Engage with featured issuers and industry peers in a focused environment.
● 𝐌𝐚𝐫𝐤𝐞𝐭 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞: Gain first-hand insights into the emerging strategies for 2026 and beyond.
● 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭: Stay ahead of the curve on regulatory and structural shifts in the exempt market.

This is an excellent opportunity to deepen your expertise and bring fresh perspectives back to your client reviews.

🔗 𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐋𝐢𝐧𝐤: https://www.altsxalts.com/events/alts-x-alts-conference-calgary

𝑹𝒆𝒎𝒊𝒏𝒅𝒆𝒓: 𝘌𝘷𝘦𝘯𝘵 𝘱𝘳𝘰𝘮𝘰𝘵𝘪𝘰𝘯𝘴 𝘢𝘳𝘦 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘧𝘰𝘳 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘹𝘵. 𝘍𝘰𝘳 𝘴𝘱𝘦𝘤𝘪𝘧𝘪𝘤 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯, 𝘢𝘭𝘸𝘢𝘺𝘴 𝘳𝘦𝘧𝘦𝘳 𝘵𝘰 𝘵𝘩𝘦 𝘢𝘱𝘱𝘳𝘰𝘱𝘳𝘪𝘢𝘵𝘦 𝘖𝘧𝘧𝘦𝘳𝘪𝘯𝘨 𝘔𝘦𝘮𝘰𝘳𝘢𝘯𝘥𝘶𝘮 𝘢𝘯𝘥 𝘤𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘋𝘦𝘢𝘭𝘪𝘯𝘨 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦.

04/23/2026

𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐚𝐧𝐝 𝐆𝐫𝐨𝐰: 𝐉𝐨𝐢𝐧 𝐭𝐡𝐞 𝐀𝐥𝐭𝐬 𝐱 𝐀𝐥𝐭𝐬 𝐂𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞 𝐢𝐧 𝐂𝐚𝐥𝐠𝐚𝐫𝐲

Continuous education and professional networking are the foundations of successful private market participation. The 𝐀𝐥𝐭𝐬 𝐱 𝐀𝐥𝐭𝐬 𝐂𝐚𝐥𝐠𝐚𝐫𝐲 event offers a unique platform to engage with fund managers, institutional investors, and industry experts.

Whether you are looking to refine your portfolio strategy or gain insights into the current macroeconomic drivers in Western Canada, this conference provides the tactical knowledge required for today’s market.

Don’t miss this opportunity to connect with the leaders moving the needle in the alternative investment space.

🔗 𝐄𝐯𝐞𝐧𝐭 𝐃𝐞𝐭𝐚𝐢𝐥𝐬:
https://www.altsxalts.com/events/alts-x-alts-conference-calgary

𝑰𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒕 𝑵𝒐𝒕𝒆: 𝘛𝘩𝘪𝘴 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘪𝘴 𝘴𝘩𝘢𝘳𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴. 𝘈𝘭𝘭 𝘱𝘳𝘪𝘷𝘢𝘵𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘢𝘤𝘵𝘪𝘷𝘪𝘵𝘪𝘦𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦 𝘳𝘪𝘴𝘬. 𝘊𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘋𝘦𝘢𝘭𝘪𝘯𝘨 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘰𝘳 𝘺𝘰𝘶𝘳 𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘦𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘵𝘰 𝘥𝘦𝘵𝘦𝘳𝘮𝘪𝘯𝘦 𝘩𝘰𝘸 𝘤𝘶𝘳𝘳𝘦𝘯𝘵 𝘮𝘢𝘳𝘬𝘦𝘵 𝘵𝘳𝘦𝘯𝘥𝘴 𝘢𝘱𝘱𝘭𝘺 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘴𝘪𝘵𝘶𝘢𝘵𝘪𝘰𝘯.

04/21/2026

𝐄𝐧𝐡𝐚𝐧𝐜𝐢𝐧𝐠 𝐂𝐚𝐩𝐚𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬: 𝐓𝐡𝐞 𝐏𝐫𝐨𝐕𝐞𝐧 𝐒𝐮𝐩𝐩𝐥𝐲 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐌𝐞𝐫𝐠𝐞𝐫 📈⚙️

In the world of private equity, "Operational Excellence" is the key driver of long-term returns. 𝐖𝐞𝐬𝐭𝐛𝐫𝐢𝐝𝐠𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬 𝐈𝐧𝐜𝐨𝐦𝐞 𝐓𝐫𝐮𝐬𝐭 (Westbridge Capital), a featured issuer on the Axcess product shelf, is putting this strategy into action with the formation of 𝐏𝐫𝐨𝐕𝐞𝐧 𝐒𝐮𝐩𝐩𝐥𝐲.

By merging two wholly owned subsidiaries into a single, more responsive platform, Westbridge is streamlining operations and expanding service capabilities for industrial customers nationwide. This move highlights the Trust’s ability to identify and execute high-value synergies within its portfolio to build a more resilient and scalable income stream.

𝑰𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒕 𝑵𝒐𝒕𝒆: 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 𝘗𝘢𝘴𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦 𝘰𝘧 𝘢𝘯 𝘪𝘴𝘴𝘶𝘦𝘳 𝘰𝘳 𝘪𝘵𝘴 𝘴𝘶𝘣𝘴𝘪𝘥𝘪𝘢𝘳𝘪𝘦𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘪𝘯𝘥𝘪𝘤𝘢𝘵𝘪𝘷𝘦 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘴. 𝘊𝘰𝘯𝘴𝘶𝘭𝘵 𝘸𝘪𝘵𝘩 𝘢 𝒓𝒆𝒈𝒊𝒔𝒕𝒆𝒓𝒆𝒅 𝑫𝒆𝒂𝒍𝒊𝒏𝒈 𝑹𝒆𝒑𝒓𝒆𝒔𝒆𝒏𝒕𝒂𝒕𝒊𝒗𝒆 𝘰𝘳 𝘺𝘰𝘶𝘳 𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘦𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘵𝘰 𝘥𝘦𝘵𝘦𝘳𝘮𝘪𝘯𝘦 𝘴𝘶𝘪𝘵𝘢𝘣𝘪𝘭𝘪𝘵𝘺.