The Team behind client success
Steepe & Co. consists of a growing team of investment professionals in both Canada and the U.S.
Steep & Co
Firm Overview
Stable and consistent,
U.S. high yield distributions with low volatility
Located in downtown Toronto, Steepe & Co. is registered as an Investment Fund Manager and Exempt Market Dealer in Ontario and an Exempt Market Dealer in Alberta and Quebec.
Since 2007, Steepe & Co. Ltd., has been working with Canadian and U.S., private and public debt/credit funds distributed through investment dealers. Steepe & Co. has extensive experience in securing private fund approvals on investment dealer product platforms.
Professional Memberships
IMDDA
Investment Management Due Diligence Association
ACPM
Association of Canadian Pension Management
CAASA
Canadian Association of Alternative Strategies & Assets
IFEBP
International Foundation of Employee Benefit Plans
Backoffice
SGGG Fund Services Inc.
Marketing
Setsail Interactive
Trustees
Michael Steepe
William McNarland, CFA
Tech Support
1cs Computer Services inc
Director of Operations
Natasha Karfell
Steepe & Co.
Custodian
Fidelity Clearing Canada
FX Hedging, Strategist
Martin McCambridge, CFA
Private Fund Analyst
William McNarland, CFA
FX Futures, Contracts
Interactive Brokers
Legal-Tax
Canada
Kay Leung, Partner Torkin Manes LLP
USA
Bill Turkovich, partner Hodgson Russ LLP
Compliance
David Gilkes, Founder Northstar Compliance
Auditors
Gordon Lee, Senior Partner
Yale PGC LLP
Legal-Securities
Michael Hanley,
Partner Torkin
Manes LLP
William McNarland
US BLF Trustee, US BLF Investment
Review Committee (IRC)
Lea Rakova
Profin Services
Martin McCambridge
Risk Analyst
Purchases of securities may be made through Steepe & Co., a registered exempt dealer, by investors in Ontario, Alberta and Quebec who qualify under an applicable prospectus exemption and that purchases in other Canadian jurisdictions are only available through or to dealers in such jurisdictions who are registered in a category that permits such purchases. The Agent may be considered to be a ‘connected issuer,’ and could become a ‘related issuer,’ in relation to the Issuer under applicable securities legislation. Michael Steepe, the dealing representative of the Agent, who is acting on behalf of the Agent in connection with the Offering, is a Trustee of USBLFT.
