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SUITE 235, 6025 – 12 STREET SE
CALGARY, ALBERTA T2H 2K1

Investments

Exempt Market Investments are available for residents of British Columbia, Alberta, Saskatchewan, Manitoba and Ontario through Axcess Capital Advisors. As a specialist in real estate related investments, Axcess Capital Advisors provides both proprietary and third-party investment opportunities for individual and institutional investors.


Fund Management

Axcess Capital Group of Companies includes Axcess Capital Advisors Ltd, a securities registrant who provides fund management, Restricted Portfolio Advisory services, and Exempt Market product review and sales.


Financing Solutions

Axcess Capital Partners provides creative solutions for those seeking capital with real estate assets as security. Registered with Real Estate Council of Alberta (RECA), Axcess Capital Partners specializes in underwriting commercial mortgages for credit-worthy borrowers with compelling business opportunities. Axcess has a multi-faceted team who can underwrite and source out numerous funding options on any given file such as funding from institutional lenders, major financial groups, private lenders and syndications.


About Us

Axcess Capital Group of Companies was founded by Wm J Buterman and Trevor Stott in 2002 in Calgary, Alberta, and has grown to be an industry leader in Canada.

Serving as a financial intermediary, Axcess Capital Group brings investors and real estate entrepreneurs together for mutual reward.

The group recognizes the inherent strength of real estate as an asset class, and maintains a sincere conviction that real estate related investments provide the opportunity to serve the increasing need of investors for income, stability and security.

To fulfill this mandate, we have attracted a unique team of professionals with expertise in real estate law, business finance, mortgage syndication, and private market investment distribution and management.

With a deep appreciation for Canada’s strong regulatory environment, and a commitment to a culture of compliance and professional development, Axcess Capital Group participates enthusiastically with a wide range of associations and regulatory bodies.

We embrace the view that a successful and sustainable business rests upon a foundation of respectful and mutually beneficial relationships. Axcess Capital Group engages its many clients, staff and stakeholders with these principles in mind.

ExemptEducation

Click HERE to watch Exempt Education’s “Exempt Market Investment Introduction” video.

Investments

Axcess Capital Advisors is registered as an Investment Fund Manager, Restricted Portfolio Manager and Exempt Market Dealer with a focus on real estate related investments.

We are registered with, and governed by, the securities regulators of the provinces of British Columbia, Alberta, Saskatchewan, Manitoba and Ontario.

The firm’s specialty is real estate.

An investor can participate in the asset class of real estate through various debt and equity financial instruments not available in the public markets, including: mortgage syndications, mortgage funds, limited partnerships, mutual fund trusts and real estate investment trusts. Investors can also participate in a professionally-managed diversified portfolio containing primarily traditional asset classes as well as real-estate related securities and other alternative investments.

As a category, these securities are often referred to as exempt market products or alternative investments. The risk profile of these investments can vary considerably, reflecting the underlying business activity, their geographic location, stage of development, and type of real estate.

Investors seek this type of investment for their potential to provide 1) yield/cash flow and growth, 2) as a hedge against inflation, 3) for the underlying security, and 4) to increase the efficiency of their portfolio. Axcess Capital Advisors encourages all investors to understand the investments they are considering, and assess the suitability of each investment for their personal circumstances.

To that end, investment representatives are available for a personalized consultation. The consultation will include a discussion of the investor’s financial goals and risk tolerance, as well as the merits and risks of the investments. Investment representatives are available in several communities in Western Canada and are often available to meet in person.

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Investment Representatives

Axcess Capital Advisors Investment Representatives are located in communities throughout Western Canada, and are available as a resource for prospective investors. Our Investment Representatives are registered with one or more provincial securities regulators as an Exempt Market Dealing Representative.The role of the representative is to assist an investor in determining the suitability of the investment for their personal circumstances, goals and objectives. To this end, representatives gather personal and financial information, and discuss the investor’s risk tolerance. This is known as the KYC (Know Your Client) process. The representative provides information that will help the investor understand the risks and potential benefits of the available investments, and will help to open accounts and facilitate transactions, in accordance with securities regulations and established compliance protocols. Each representative receives ongoing product offering training regarding private market real estate investments, and has an in-depth understanding of the proprietary and third-party investments offered through Axcess Capital Advisors. Below is a list of our current Axcess Investment Representatives

Alberta

Iannick Fallu, Investment Representative
Phone: (780) 991-0349
iannick.fallu@axcesscapital.com
Edmonton and Southern Alberta

Doug Jensen, Investment Representative
Phone: (403) 682-8025
doug.jensen@axcesscapital.com
Calgary Head Office & Southern Alberta

Dwight Milton, Investment Representative
Phone: (403) 860-2650
dwight.milton@axcesscapital.com
Calgary Head Office & Southern Alberta

Leland Pilling, Investment Representative
Phone: 250-938-8696
leland.pilling@axcesscapital.com
Calgary Head Office & Southern Alberta

British Columbia

Rick Seutter, Investment Representative
Phone: 250-938-8696
rick.seutter@axcesscapital.com
Kelowna and Lower Mainland

Fund Management

Axcess Capital Advisors provides a wide range of professional support and services for the management of individual real estate projects, mortgage funds, and related business needs.

Our clients are looking to capitalize on real-estate based new opportunities, restructure existing real-estate businesses, or resolve distressed real-estate based situations.

Axcess Capital Management includes recognized industry experts in finance, credit, law and accounting, each with more than 25 years of experience, and are dedicated and passionate about real estate.

 

More about our Founders

Wm. J. Buterman

In 2002, Mr. Buterman co-founded the Axcess Capital Group of Companies, which has grown to administer and/or manage over $80,000,000 in secured real estate investment. Since inception, Mr. Buterman has been one of the principals and managing partners of the Axcess capital group of Companies, and has served those companies through various official capacities, currently acting as President of Axcess Capital Partners Inc., while also serving as President and CEO of Axcess Capital Management Ltd. ,and the CFO and Secretary-Treasurer of Axcess Capital Advisors Inc.

Prior to his involvement with the Axcess Capital Group of Companies, Mr. Buterman served as a founder and Managing Partner of Intergroup Consulting, a Financial Consulting/Real Estate Funding and Mortgage Brokerage company extensively involved in commercial and multi-residential real estate projects in Western Canada and South Western United States.

In addition to his in-depth experience in the real estate and mortgage sector, Mr. Buterman has developed courses for numerous educational and commercial institutions and industry participants, and lectured extensively in Finance, Real Estate Finance and Mortgage Financing. Mr. Buterman has alo instructed and lectured in the areas of Credit Underwriting, Credit Analysis,  and Risk Analysis covering Commercial Real Estate Investment and Commercial Real Estate Finance. He currently presides as Chair of Real Estate Council of Alberta (RECA), and is a member of several other international real estate industry organizations. Mr. Buterman has served as a director and CEO of various mortgage investment corporations.

 

Trevor Stott

In 2002, Mr. Stott co-founded the Axcess Capital Group of Companies. Since inception, Mr. Stott has been one of the principals and managing partners of the Axcess Capital Group of Companies, and has served those companies in numerous official capacities, currently acting as Secretary-Treasurer and CFO of both Axcess Capital Partners Inc. and Axcess Capital Management Ltd., while also serving as the President and CEO of Axcess Capital Partners Inc. Mr. Stott is also presently appointed as the Chief Compliance Officer (CCO) and Ultimate Designated Person (UDP) for Axcess Capital Advisors Inc. pursuant to securities regulations.

Before establishing the Axcess Capital Group of Companies, Mr. Stott held several senior officer and accounting positions, including CFO and COO, for numerous businesses in the oil and gas industry and other industries, including publically traded companies, and has also consulted businesses on the subjects of strategic acquisitions and corporate finance. A Chartered Accountant, Mr. Stott has extensive experience in both public accounting, and public and private industries. Over a period of 28 years, he served as Controller and CFO for several small to medium sized business in the oil and gas, oil services, agriculture and technology sectors, developing and implanting accounting and financial reporting systems and departments. He also has over 14 years of public accounting experience, including his own public accounting practice, providing financial statement and business advisory services to clients in non-profit, oil and gas, real estate, technology and manufacturing businesses. Mr. Stott has experience with the private acquisition, design and construction of commercial real estate projects. Mr. Stott has served as director and CFO of various mortgage investment corporations.

More about our managers

Carol Hobbs, CA

Ms. Hobbs is Controller for the Axcess Capital Group of Companies and brings over 25 years’ experience as a Chartered Accountant. She has worked nationally and internationally in private and in public companies as Controller/Chief Financial Officer overseeing finance, IT and Human Resources in industries ranging from oil and gas, software, transportation, waste management and real estate. Having articled with one of the Big Four, she also completed income tax specialty with the firm. Ms. Hobbs works in the Axcess Capital Group of Companies Finance group and also assists Mr. Stott with compliance.

Barry Bennett

In 2007, Mr. Bennett joined the Axcess Capital Group of Companies as Senior Underwriter, working with borrowing clients and mortgage brokers. Mr. Bennett has overseen the development of the mortgage portfolio with a focus on Western Canada. Prior to joining the Axcess Capital Group of Companies, Mr. Bennett gained a broad range of lending experience including Region Manager of Agriculture for the Alberta Region of CIBC.

Greg Volsky

Mr. Volsky is a Commercial Mortgage Underwriter for Axcess Capital Partners Inc., having recently joined the firm after an extensive, 35 year banking career. His duties include underwriting commercial mortgages in first or second position for a purchase, development, refinance or equity takeout throughout Western Canada. Mr. Volsky has held various positions in Schedule A banks and credit unions in BC, Alberta and Saskatchewan. The past 18 years has seen Mr. Volsky as a Commercial Account Manager expanding his expertise to fulfill the role of Senior Manager Commercial and Agriculture lending, Alberta for National Bank of Canada.

Financing Solutions

Axcess Commercial Brokers Inc provides creative financing solutions for compelling real estate projects.

Registered with Real Estate Council of Alberta (RECA), our advisory team specializes in the investment, syndication and brokerage of both residential and commercial mortgages. This team consists of lending experts, each with over 25 years of underwriting, banking and lending experience, they have the expertise to provide quick and out-of-the-box solutions to borrowers for all types of real estate projects.

Typical projects include: land or building acquisitions, new development, multi-family residential construction, condominium conversions, renovations and refinancing, equity take-outs, bridge financing, construction loans, existing land redevelopment, and land servicing.

Underwriters perform a detailed analysis of the opportunity, and the borrowers, with consideration of a wide range of information, including:

• Location of the property

• Loan amount required

• Purpose or use of funds

• Copy of current title

• Purchase agreement for the property

• Documentation for Borrower entity (articles of incorporation, operating agreement, etc.)

• Current appraisal

• Current financial statements

• Credit assessment of the Borrower and Guarantor, including most recent tax return and credit bureau reports

• Exit strategy

Axcess Commercial Brokers has provided in excess of $100 million in mortgage financing. These mortgages range from $50,000 to $5 million, with terms ranging from less than one year to three years, and typically on real estate in Western Canada.

Our Team

Partners

Trevor Stott, CA
Compliance and Administration
Ext. 223
trevor@axcesscapital.com

Bill Buterman, MBA
Corporate Oversight
Ext. 224
bill@axcesscapital.com

Loan Underwriting

Barry Bennett
Ext. 225
barry@axcesscapital.com

Greg Volsky
Ext. 235
greg@axcesscapital.com

Akhil Manro
Ext. 237
Akhil.manro@axcesscapital.com

National Marketing Director

Peter Jarman, B.Sc.

Ext. 229

peter.jarman@axcesscapital.com

Administration

Muriel King

 

Data Systems

Ext. 221

muriel@axcesscapital.com

Office Address

Suite 235

6025 – 12th Street SE

Calgary, Alberta

T2H 2K1 Canada

Tel: (403) 225-4575

Fax: (403) 225-4579

Toll Free: 1-866-432-4575

(in Canada and the US)

E-mail: info@axcesscapital.com

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Follow Axcess on Linkedin

“Exempt Education – A Positive Sum Game”

By Travis Dickie – Communications Coordinator, Axcess Capital Advisors

Committed to increasing Investor awareness of the exempt market investments space, NEMA and its members are launching an exciting new, in-depth web education resource this spring. Aptly titled “Exempt Education”, this non-profit initiative aims to satisfy the curiosity of new and seasoned Investors alike, who want to learn more about the exempt market.  Posing common newcomer questions surrounding eligibility requirements, regulatory involvement, the ‘risk return’ relationship and other unique features of alternative investments, the web page will provide readers with a detailed breakdown of the key concepts which govern participants in this unique and rewarding sector.

Read More

 

“The Best Way to Reduce Your Cost of Health Care”

By Rod Burylo – National Marketing Director, Axcess Capital Advisors

The cost of health care for Canadians has been increasing and these costs are expected to increase significantly over the coming years. There are a few important reasons for this expectation.

First, our health care system has experienced an increase in costs, and at a time of poor economic growth and government fiscal restraint.

Second, the aging population will have an increase in health related needs and will pursue more services.

Third, the aging population will be engaging in activity (such as employment and travel) that may add to health related risks.

While the scale and complexity of this unfolding problem may ultimately reach the point of crisis, Canadians can take some comfort in the fact that there are already opportunities available to reduce their own personal costs.

Both the problem and the solution can be found in the Canadian tax system.

Read More

“Exempt Market Investments: Doing Well by Doing Good”

By Rod Burylo – National Marketing Director, Axcess Capital Advisors

One of the more interesting features of many exempt market investments is that they represent an opportunity for the investor to participate in a primary distribution.

Hands with plantThe investor purchases the investment from the issuing entity, rather than from another investor, and the capital is used by the entity to further some business activity. This feature also suggests that such exempt market investments may have a particularly strong appeal to investors with a particular disposition: those looking to make an impact.

Read more