An upcoming industry webinar, hosted by Olympia Trust Company on March 25, 2025, will explore innovative approaches to financing real estate ventures by leveraging the tax-advantaged benefits of Canadian registered accounts, including RSPs and TFSAs.
Expert Perspectives on a Shifting Financial Landscape
The session will feature a panel of seasoned professionals with extensive expertise in capital markets, securities issuance, and regulatory frameworks. The discussions will cover the interplay between financial regulations, such as those under the Income Tax Act, and the innovative use of registered accounts to facilitate alternative financing solutions.
Attendees can expect a detailed analytical perspective that explains how these tax-advantaged instruments can drive both growth and diversification within real estate portfolios. The discussions will also highlight how leveraging these accounts offers an innovative alternative to traditional bank loans and financing methods; investors will leave with actionable knowledge of flexible options to access capital and manage risk more effectively.
Expert Panelists
The Unlocking Real Estate Capital webinar will bring together a panel of distinguished experts, each offering deep industry knowledge and firsthand experience in capital markets, securities law, and alternative investment strategies.
Craig Skauge, President & CEO of Olympia Trust Company
With a notable career marked by recognition as one of Canada’s Top 40 Under 40, Skauge brings firsthand experience from executive management and regulatory advisory roles. His background includes significant contributions to various securities commissions and the establishment of industry associations.
He served as a former member of the Alberta Securities Commission’s Exempt Market Dealer Advisory Committee, the Ontario Securities Commission Exempt Market Advisory Committee, and the Small and Medium Enterprises Committee. Skauge was also instrumental in the founding of the Private Capital Market Association of Canada. This extensive background enables him to offer valuable insights into the dynamics of private capital markets.
Doug McCartney, Business Law Partner at Cassels Brock & Blackwell LLP
Doug McCartney is a partner in the Business Law Group at Cassels Brock & Blackwell LLP, bringing over 25 years of business law expertise to the firm. Before joining Cassels, he served as the managing partner at one of Calgary’s premier boutique law firms, an experience that has significantly enriched his legal practice.
McCartney is known for his practical, straightforward approach, consistently delivering tailored legal solutions that meet the unique needs of both large organizations and emerging businesses. His practice covers a wide range of areas, including public and private corporate finance, venture capital, private equity, mergers and acquisitions, and strategic planning. In addition, McCartney has actively contributed as a lawyer, investor, and director for numerous junior public companies, providing him with firsthand insight into the challenges these companies face, particularly when raising capital.
Phil du Heaume, Corporate and Securities Lawyer
Phil du Heaume is a distinguished corporate and securities lawyer who provides legal advice to private issuers, dealers, advisers, and fund managers. Alongside his independent legal practice, he is a longstanding member of the Alberta Securities Commission’s Exempt Market Dealer Advisory Committee, a director and executive member of the Private Capital Markets Association of Canada (PCMA), and a board member at Olympia Trust Company. As the founder and president of River Valley Regtech, du Heaume leads initiatives that develop and administer cutting-edge financial and regulatory technologies for the Canadian market, including the innovative DropLoss platform that facilitates tax-loss harvesting for illiquid private market securities. His extensive expertise and forward-thinking approach promise to offer meaningful insights during the webinar.
Peter Jarman, Chief Operating Officer at Axcess Capital Advisors
Peter Jarman, Chief Operating Officer at Axcess Capital Advisors, oversees business development, investment selection, and advisor services. With over two decades of experience in private capital markets, Peter has earned a reputation for leadership and innovation, having served as an investment issuer, managing partner, and team leader in both sales and operations. His strategic oversight drove growth at Axcess, expanding the firm’s platform across debt finance, syndicated loans, MICs, REITs, and mutual funds to secure its industry leadership.
An engaging speaker and accomplished writer, Peter contributed a chapter on real estate in mixed-asset portfolios to Taxation, Valuation, and Investment Strategies in Volatile Markets and has presented at prominent advisor conferences across North America, including those hosted by the Private Capital Markets Association of Canada, the World Alternative Investment Summit in Canada, and the World Outlook Financial Conference in Vancouver, B.C. His extensive experience and strategic insights are poised to provide meaningful perspectives during the webinar.
An Opportunity to Discover Flexible Financing Options
This live webinar is designed for real estate professionals, developers, investors, and those aspiring to enter the industry. Seasoned professionals and rookies alike can benefit from the essential strategies for effectively using registered accounts to finance investments that will be presented.
Event Details
The webinar will be held on March 25, 2025, at 12:00 p.m. EST / 10:00 a.m. MST.
Registration for the session is open. For further details about Olympia Trust Company and the services it offers, additional information is available on their website.