Enoch Wealth

What Enoch Wealth does

Enoch Wealth Inc. is a Canadian Exempt Market Dealer (EMD) founded in 2015 and headquartered in Vancouver, British Columbia, with additional offices in North York (Toronto) and Calgary. The firm is registered with the BC, Alberta, and Ontario Securities Commissions (NRD:51660) and additionally holds Portfolio Manager (PM) and Investment Fund Manager (IFM) registrations in BC, and IFM in Ontario. Enoch Wealth distributes a diversified shelf of alternative investment products — including Real Estate Investment Trusts (iCapital Franklin Clarion REIT, Forum Make Space Storage Fund, Centurion Apartment REIT), Mortgage Investment Corporations (Gingko MIC), fixed income trusts (Peakhill Income Opportunity Trust, Capital Direct Income Trust), a music IP royalty fund (ICM Crescendo), a multi-strategy hedge fund (GOAL Verition SP), and private equity, venture capital, and private debt funds — to 2,500+ eligible Canadian investors managing $800+ million in Assets Under Administration. The firm also offers an in-house Enoch Asset Allocation Simulation Terminal for portfolio modeling. Distribution is conducted through a team of 75+ registered dealing representatives across BC, ON, and AB.

The business operates on two primary revenue streams: transaction-based placement fees earned on exempt market security distributions, and management/advisory fees on discretionary and non-discretionary portfolio management activities conducted under its PM/IFM registrations. Pricing is not publicly disclosed; offerings are made exclusively via offering memorandum to qualified investors. The firm serves two primary customer segments — high-net-worth individuals and families (for whom it provides financial needs assessment, product due diligence, and performance reporting), and institutional clients (for whom it provides private funding compliance, project financing advisory, fundraising, and partnership-building services). The firm positions itself as a bridge between Eastern (Chinese) and Western (North American) capital, leveraging leadership with cross-border experience at institutions such as China Construction Bank, J.P. Morgan, HSBC, Ping An Asset Management, TD Wealth, and Macquarie.

Enoch Wealth is a privately held subsidiary of Wistom International Capital Holding Corp., a diversified financial services group that also controls Enoch Financial and Wistom Asset Management. The firm has expanded its footprint with the May 2025 opening of its Toronto office, hosted a 10th anniversary celebration in December 2025, and co-organized a major Alternative Investments Forum with the Canadian-Chinese Finance Association (CCFA) in January 2026. The firm is BBB-accredited, displays Financial Services & Insurance certification badges for 2025 and 2026, and maintains a client-facing investor portal via dealpoint.ca. No external institutional investors, private equity backing, or public market listing are evidenced.

Name

Enoch Wealth

Legal name

Enoch Wealth Inc.

Website

https://enochwm.ca

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

51–100 employees

Short description

Enoch Wealth is a Canadian Exempt Market Dealer (registered in BC, ON, and AB) that distributes a diversified shelf of alternative investments—including REITs, MICs, hedge funds, private debt, and venture capital—to 2,500+ high-net-worth individuals, families, and institutional clients across Canada, with $800M+ in assets under administration.

Ownership category

akta.pro rank

Product category

Wealth Management / Alternative Investments

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Alternative investments
• Exempt market dealer
• Wealth management
• Portfolio management
• Private investment distribution

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Exempt Market Distribution Fees: Enoch Wealth facilitates the purchase and sale of exempt market securities including private placements, limited partnerships, and other securities distributed under prospectus exemptions. Revenue is generated through transaction-based fees from facilitating trades in these alternative investment products.
2. Investment Management Services: As a registered Portfolio Manager (PM) and Investment Fund Manager (IFM), Enoch Wealth provides discretionary and non-discretionary investment management services, managing client portfolios in accordance with individual investment policy statements, risk profiles, and objectives. Revenue includes management fees charged on assets under management.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Enoch Wealth is a licensed Exempt Market Dealer, Portfolio Manager, and Investment Fund Manager that distributes alternative investment securities (REITs, MICs, hedge funds, private equity/venture capital funds, and private debt funds) to eligible Canadian investors. The firm provides discretionary and non-discretionary investment management services, financial needs assessments, due diligence, and ongoing performance reporting for high-net-worth individuals and families, alongside private funding compliance, project financing advisory, and fundraising services for institutional clients.

Product overview

Enoch Wealth operates as a diversified platform for alternative investments, specializing in exempt market investment securities. The company offers a comprehensive suite of investment products including Real Estate Investment Trusts (REITs) such as iCapital Franklin Clarion REIT, Forum Make Space Storage Fund, and Centurion Apartment REIT; Mortgage Investment Corporations (MICs) including Gingko MIC; Fixed Income products like Peakhill Income Opportunity Trust and Capital Direct Income Trust; Alternative Assets such as ICM Crescendo Music Royalty Fund; and Hedge Funds through Global Olive Alpha League SPC. Additionally, the platform provides access to private equity, venture capital, and private debt funds. The company also offers an Enoch Asset Allocation Simulation Terminal for portfolio modeling. All investment products undergo rigorous due diligence, and the company provides services for both individual investors and institutional clients including private funding compliance, project financing advisory, and fundraising services.

Differentiator

Problem solved

Functional benefit

Products and services

• iCapital Franklin Clarion REIT A real estate investment trust offering exposure to U.S. private real estate assets (focusing on multifamily and industrial properties) with monthly distributions and tax efficiency; reported 5-year annualized return of 8.16% as of April 2026. Distributed to eligible Canadian investors via Enoch Wealth.
• Forum Make Space Storage Fund (MSSF)
• Gingko MIC (Series 2)
• Peakhill Income Opportunity Trust
• Capital Direct Income Trust (CDIT)
• ICM Crescendo Music Royalty Fund
• Global Olive Alpha League SPC — GOAL Verition SP
• Centurion Apartment REIT A residential apartment real estate investment trust managed by Centurion, providing exposure to multi-family rental housing. Distributed to eligible Canadian investors via Enoch Wealth.
• Private Equity / Venture Capital Funds
• Private Debt Funds
• Portfolio Management Services Discretionary and non-discretionary investment management services delivered under the firm's Portfolio Manager (PM) registration in British Columbia, managing client portfolios in accordance with individual investment policy statements, risk profiles, and objectives. Available to eligible Canadian clients.
• Investment Fund Management Services Investment fund management services delivered under the firm's Investment Fund Manager (IFM) registration in British Columbia and Ontario, supporting fund vehicles distributed on the Enoch Wealth platform.
• Exempt Market Dealer Distribution Services
• Institutional Advisory Services

Quantifiable outcome

• $800+ million in Assets Under Administration (AUA)
• +7 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and minor.

• Canadian-Chinese Finance Association (CCFA)coreGTM or Marketing Partner · 23 January 2026Enoch Wealth co-organized the CCFA Alternative Investment Forum 'Beyond the Core: Looking Ahead to 2026' in Toronto on January 23, 2026, with 250+ finance professionals and 26 expert speakers from major institutions. The event, which coincided with CCFA's 25th anniversary, reflects growing connections between Canada's mainstream financial institutions and the Asian investor community. Enoch Wealth previously partnered with CCFA for multiple events including career salons and the 2024 Christmas Gala.
• Hurun CanadaminorGTM or Marketing Partner · 29 April 2022Enoch Wealth was a sponsor of the Hurun Canada Under 30s To Watch 2022 event on April 29, 2022, demonstrating community engagement and brand-building efforts within the high-net-worth Chinese-Canadian community.
• iCapital (Franklin Clarion REIT)coreOthersEnoch Wealth distributes the iCapital Franklin Clarion REIT, a feeder vehicle into the Clarion Partners Real Estate Income Fund (Master Fund). The product has delivered a 5-Year Annualized Return of 8.16% (as of Apr 2026) with monthly distributions and tax efficiency. iCapital provides the platform access while Enoch Wealth provides investor distribution and advisory services.
• Forum Real Estate Partners (Make Space Storage Fund)coreOthersEnoch Wealth distributes the Forum Make Space Storage Fund (MSSF), which has delivered a 5-Year Annualized Return of 9.04% (as of Apr 2026). The fund focuses on cash-flow generating self-storage assets.
• Gingko MICcoreOthersEnoch Wealth distributes Gingko Mortgage Investment Corporation (MIC) Series 2, which has delivered a Return Since Inception of 8.27% (as of Apr 2026). The MIC structure offers a lower withholding tax rate of 10% for non-tax resident investors under the Canada-China Tax Treaty.
• PeakhillcoreOthersEnoch Wealth distributes Peakhill Income Opportunity Trust, which has delivered 8.56% return (as of Mar 2026). The trust focuses on short-term commercial real estate mortgage investments and has strong liquidity supported by underlying asset characteristics with approximately C$92.7 million in monthly loan repayments.
• Capital DirectcoreOthersEnoch Wealth distributes Capital Direct Income Trust (CDIT) with 7.88% return (as of Mar 2026). The trust provides income potential from conservative lending with real estate as collateral.
• ICM (Crescendo Music Royalty Fund)coreOthersEnoch Wealth distributes the ICM Crescendo Music Royalty Fund, which has delivered a 5-Year Annualized Return of 10.01% (as of Apr 2026). The fund generates cash flow from ownership of music intellectual property.
• CenturioncoreOthersEnoch Wealth distributes Centurion Apartment REIT. The firm hosted a dialogue with Centurion CEO John McKinlay in November 2025. Centurion focuses on multi-family real estate investments.
• Global Olive Alpha League SPC (GOAL)coreOthersEnoch Wealth distributes the GOAL Verition SP hedge fund, which delivered 5.10% return in 2025 (as of Mar 2026). It is a multi-strategy platform hedge fund with a one-year lock-up period and quarterly redemptions upon maturity.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Canaccord Genuity Wealth Management: One of Canada's largest independent wealth management franchises with discretionary managed accounts and access to alternatives. Comparable as a multi-office Canadian wealth platform, though materially larger and broader in product scope.
• Richardson Wealth: National Canadian independent wealth advisory firm providing discretionary portfolio management and alternative product access to HNW clients. Comparable as a Canadian full-service independent wealth manager with alt-investment distribution.
• Wellington-Altus Financial: Canadian independent wealth platform offering discretionary managed accounts, alternative product access, and institutional services across multiple provinces. Comparable as a multi-province Canadian wealth incumbent.
• Sprott Asset Management: Toronto-based alternative-focused asset manager with HNW and institutional offerings spanning precious metals, private equity, and credit funds. Comparable as a Canadian-based alts platform though more institutionally skewed.

Emerging players

• Forge Capital Management: Canadian independent wealth manager focused on alternative investments for HNW investors, including private equity and real estate exposures. Comparable as a smaller, alt-focused Canadian wealth firm.

Direct peers

• Nicola Wealth Management: Privately held Canadian wealth management firm offering discretionary portfolio management and alternative investments (including REITs, MICs, and private equity funds) to HNW families. Closely comparable to Enoch's full-stack, alt-focused platform serving Canadian HNW clients.
• Cidel Capital Group: Privately held Canadian wealth and asset manager offering discretionary portfolio management and alternative investments to HNW families. Comparable in scale, multi-jurisdictional structure (Canadian + international), and alt-investment orientation.
• Cardinal Capital Management: Canadian independent wealth management firm offering discretionary portfolio management to HNW families with alternative investment integration. Comparable in size, model, and Canadian-HNW target market.
• Alitis Investment Counsel: Western Canadian independent investment counsel firm providing discretionary portfolio management and alternative investment access to HNW households. Comparable geographic focus on Western Canada and HNW alt-investment distribution.

Regional players

• DLD Capital: Vancouver-based private investment and wealth advisory firm focused on cross-border Chinese-North American investment opportunities. Closely comparable to Enoch on cross-border Chinese-Canadian capital bridge positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@enochwealth3175/playlists
• LinkedInlinkedin.com/company/enochwealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Enoch Wealth