About us:
Grand 365 Capital, established in 2019 by multiple families, is a prestigious family office headquartered in Canada. Our mission is to ensure the preservation and growth of the assets under our management through strategic investments, based on sustainability, innovation, and diversification. We have a well-diversified portfolio consisting of bonds, private equity, real estate and recent digital assets.
Our focus overall is on value creation, either through long-term returns or risk-adjusted returns and, of course, a healthy mix of traditional and alternative assets. With 30 years of combined investment experience, our team is adept at navigating different market conditions and identifying investment opportunities with good prospects.
Since our inception we have invested in different sectors using multiple strategies that align with our values and long-term objectives.
Our Principles:
Value Investing:
We seek undervalued assets with strong fundamentals and growth potential. Our investment team conducts in-depth analysis and due diligence to identify opportunities that align with our strategy.
Long-Term Focus:
We prioritize investments that offer long-term value over short-term gains. This approach allows us to rid out market fluctuations and capitalize on growth opportunities.
Diversification:
We diversify our portfolio across asset classes, sectors, and geographies to spread risk and reduce volatility.
Risk Management:
We employ rigorous risk assessment and management techniques to protect our portfolio. This includes setting risk limits, conducting regular stress tests, and monitoring market conditions closely.
Innovation:
We stay at the forefront of investment innovation by exploring new asset classes and leveraging technology. Our recent entry into the digit market reflects our commitment to embracing emerging opportunities.
Why invest/partner with us?
Our clients' and partners’ needs are at the forefront of our decisions, ensuring personalized service and tailored investment solutions. We are committed to transparency, accountability, and fostering strong relationships with our clients and partners.
Business Lines:
Bonds:
This part of our investments focus on a diversified portfolio of government, municipal, and corporate bonds, selecting high-quality issuers to ensure steady income and capital preservation. We employ robust risk management strategies, including credit analysis and duration matching, to protect against interest rate fluctuations and credit defaults, providing a stable foundation for our overall investment strategy.
Private Equity:
Our private equity investments target companies across various stages of growth, from startups to mature enterprises, emphasizing sectors with strong growth potential and innovative capabilities. We conduct thorough due diligence, leverage industry expertise, and actively engage in portfolio management to enhance value creation while mitigating risks through careful selection and structured deal terms.
Digital Assets:
In the rapidly evolving digital asset space, we take a cautious yet opportunistic approach, investing in leading cryptocurrencies and blockchain technologies. Our strategy focuses on liquidity, regulatory compliance, and security, employing advanced analytics and risk assessment tools to navigate volatility and capitalize on the transformative potential of digital finance.
Real Estate:
This part seeks opportunities in both commercial and residential real estate markets, targeting properties that offer strong rental income, capital appreciation, or development potential. We diversify across geographic regions and property types, conducting rigorous market analysis and implementing risk controls to manage exposure to economic cycles and property market risks effectively.
Managing over $250 million in assets, Grand 365 Capital actively invests in 32 projects and collaborates through joint ventures with venture capital firms, hedge funds, and other family offices.
The Team
Brandon Wilson
CEO
Brandon is the CEO of Grand 365 Capital, bringing over 25 years of experience in finance and asset management to the firm. Brandon holds an MBA from Harvard Business School and a Bachelor's degree in Economics from the University of Toronto.
His extensive background includes leadership roles at top investment banks and global asset management firms, where he specialized in portfolio management, risk assessment, and strategic investments. Throughout his career, Brandon has successfully managed multi-billion-dollar portfolios across diverse asset classes, including bonds, private equity, digital assets, and real estate.
His expertise in financial markets, coupled with his visionary leadership, has been instrumental in driving the growth and success of Grand 365 Capital, ensuring the firm’s commitment to delivering exceptional returns and safeguarding wealth for future generations
Laura Bennett
CIO
Laura serves as the Chief Investment Officer at Grand 365 Capital, leveraging her years of expertise in global asset management to oversee the firm’s diverse investment portfolio.
Laura earned her MBA from the Wharton School of the University of Pennsylvania and holds a Bachelor's degree in Finance from the London School of Economics. Her career spans senior roles at leading hedge funds and investment firms, where she specialized in strategic asset allocation, portfolio diversification, and alternative investments.
Laura’s forward-thinking approach and deep understanding of market dynamics have been crucial in guiding our strategic direction and achieving consistent growth.
Matthew Fraser
CFO
Matthew’s extensive background includes key financial leadership roles in both the private and public sectors, where he managed financial operations, risk management, and compliance. Matthew is responsible for the firm’s financial strategy, ensuring transparency, regulatory compliance, and the optimization of financial resources to support sustainable growth.
Aubrey Wilson
COO
Aubrey has held senior operational roles in prominent investment firms, where he streamlined operations, improved efficiencies, and managed large-scale projects. At Grand 365 Capital, Aubrey is focused on optimizing day-to-day operations, enhancing client service, and implementing best practices to support the firm’s strategic objectives.
Henri McDonald
Portfolio Manager
Henri holds a Master’s degree in Finance from New York University’s Stern School of Business and a Bachelor's degree in Economics from the University of Chicago. His career highlights include managing diversified portfolios for leading investment firms, focusing on maximizing returns while managing risk.
At Grand 365 Capital, Henri is responsible for the strategic allocation of assets across bonds, equities, digital assets, and real estate, ensuring alignment with the firm’s investment goals and risk tolerance.
Emily Whitman
Legal Counsel
Emily serves as the Legal Counsel at Grand 365 Capital, bringing years of experience in corporate law and financial regulation. Emily holds a Juris Doctor (JD) from Harvard Law School and a bachelor’s degree in political science from Princeton University.
At Grand 365 Capital, Emily oversees all legal aspects of the firm’s operations, ensuring compliance with applicable laws and regulations and advising on legal matters related to investments and partnerships.
Contact
Grand 365 Capital Ltd.
5th Floor, 615 Boul. René-Lévesque O.
Montréal (Ville-Marie), Quebec H3B1P5
