The Situation

The client is a high-earning professional with a growing balance sheet and a strong foundation of traditional financial planning already in place.

They had:

• Fully maximized RRSP and TFSA accounts
  
• Built significant retained earnings inside their corporation
  
• A long-term investment horizon
  
• An appetite for thoughtful risk in pursuit of asymmetric upside
  
  

Like many sophisticated investors, they were beginning to feel constrained by public-market-only solutions. They wanted exposure to capital markets opportunities that weren’t widely available, particularly private companies with transformational potential.

More specifically, they were interested in pre-IPO opportunities.

However, in Canada, access to private placements and late-stage private companies is extremely limited. Most investors are never presented with these options, regardless of net worth.

The client came to Wealthverse asking a simple but important question:

“Is there a way to access private market opportunities in a smart, compliant, and strategic way?”

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The Challenge

Pre-IPO investing introduces several layers of complexity:

• Sourcing credible, institutional-quality opportunities
  
• Verifying structure, custodianship, and settlement mechanics
  
• Ensuring suitability within the client’s overall financial plan
  
• Moving quickly once allocation windows open
  
  

Most advisory firms in Canada do not have the infrastructure, relationships, or licensing framework to offer private capital markets access. Even fewer are able to integrate these opportunities into a broader planning strategy.

Additionally, the client was not seeking speculation.

They wanted:

• Intentional exposure, not gambling
  
• Clear understanding of risk
  
• Position sizing that complemented their existing portfolio
  
• A long-term, patient approach
  
  

This required coordination between financial planning, portfolio management, and capital markets sourcing…all under one roof. Which is the Wealthverse way.

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The Strategy

Wealthverse approached this opportunity through three lenses:

1. Capital Markets Access

Through our capital markets relationships, Wealthverse identified a private placement opportunity to acquire shares in SpaceX prior to any potential public listing.

The opportunity was structured for qualified investors and required swift execution once allocations became available.

2. Client Alignment & Suitability

Before presenting the opportunity, we confirmed:

• The client’s risk tolerance supported private equity exposure
  
• Liquidity needs were already covered elsewhere
  
• Core portfolio foundations were in place
  
• The allocation size would not materially impact financial security
  
  

This was positioned as a satellite allocation: a strategic complement to an already well-built portfolio.

3. Speed + Execution

Because the client’s planning, documentation, and investment architecture were already established with Wealthverse, we were able to move efficiently:

• Reviewed offering details
  
• Walked through risks and mechanics
  
• Confirmed allocation
  
• Coordinated execution within a compressed timeline
  
  

This operational readiness is critical in private markets, where windows can be short and oversubscribed.

The Execution

Wealthverse Investments:

• Sourced the opportunity
  
• Completed due diligence
  
• Identified aligned clients
  
• Facilitated allocation and execution
  
  

All within a matter of days.

This level of speed is only possible when:

• Planning is proactive, not reactive
  
• Client profiles are already deeply understood
  
• Capital markets access is embedded into the firm’s ecosystem
  
  

The client successfully secured an allocation to SpaceX through the private placement.

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The Outcome

The client now holds private equity exposure to one of the world’s most influential private companies:  a type of opportunity typically reserved for institutional investors and ultra-high-net-worth families.

More importantly, they gained:

• Broader diversification beyond public markets
  
• Exposure to long-term innovation-driven growth
  
• Confidence that their wealth strategy extends beyond traditional boxes
  
  

This case study reflects Wealthverse’s philosophy:

We don’t chase trends.
We don’t offer access for the sake of novelty.

We build financial architecture first, and layer in sophisticated opportunities only when they truly fit.

Why This Matters

Most Canadians are limited to public markets because their advisory structure doesn’t allow for anything else.

Wealthverse was intentionally built differently.

Our model integrates:

• Financial planning
  
• Portfolio management
  
• Tax strategy
  
• Insurance planning
  
• Capital markets access
  
  

So that when opportunities arise, clients are positioned to participate thoughtfully, compliantly, and strategically. Book a call with us and learn how you can participate of opportunities like this in the future.

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This content is for informational and educational purposes only and does not constitute investment advice. Market commentary reflects views on economic and financial trends and is not a recommendation to buy or sell any security.