647-499-6786

About Us

ABOUT STEVLOC

 

STEVLOC is boutique investment dealership that focuses on private market opportunities. We believe that our offerings provide qualified clients the chance to diversify their portfolios by investing in securities which cannot be accessed through the public markets.

Check out some of the opportunities that we have currently available. https://www.stevloc.com/investment

As a licensed Exempt Market Dealer (EMD), we have a fiduciary duty to act in accordance with provincial and federal securities regulations. For more info on the regulations we adhere to, please visit: https://www.stevloc.com/industry

STEVLOC's due diligence team performs a qualitative and quantitative assessment on any investment opportunity we promote. We want to ensure we have a full understanding of potential risks and opportunities for the investment.  

We get a sense of fulfilment and pride from aligning qualified clients with the opportunity to invest in suitable alternative asset classes and thrive on seeing our client’s investment objectives realized. Our executive team has years of experience and is excited to promote the benefits of investment in the Private Capital Markets.

Since inception in 2014, STEVLOC has been successful in building a brand of honesty, integrity and professionalism. These are attributes that breed and spread positivity. Our corporate culture focuses on sharing these positive attributes with any company or individual we work with.

We are looking to grow our team of financial professionals. If STEVLOC sounds like the type of company you want to be apart of, then please take a look at our role description and contact us at contact@stevloc.com . I look forward to meeting more good people like you.

WHY STEVLOC?

img

STEVLOC strives to be a leader in the Private Capital Markets.

Our commitment is extended through a network of elite professionals with the responsibility of dealing honestly, acting in good faith and providing suitable guidance for every client. Our strength is built around our in-depth industry knowledge and due diligence. The primary focus of STEVLOC is to help protect capital and create wealth.

img

SERVICING Commitment. The STEVLOC approach is discipline.

Our executive team looks for opportunities within the Private Capital Markets. Our private capital specialists gain an understanding of the investor’s current investment holdings, investment objectives, risk tolerance and other financial attributes to determine if our current investment offerings would be suitable for their existing portfolio.

DISCIPLINE

img

Creation of capital is paramount in any investment plan. We qualify each investor to ensure the products offered are suitable for short term and long term investment goals. All products offered have gone through an extensive approval process to ensure these investment opportunities have exceptional management, experience and reputation. We also ensure each investor is aware of risks associated with each investment. Our due diligence approach requires every investment transaction to be analyzed, qualified and critiqued under a matrix of 7 disciplines, as defined by our corporate identity.

 

SUITABILITY

Investment Suitability must be determined before you invest. Our private capital specialists are fully educated in the industry and our product offerings. STEVLOC sources investments in many different industries; some of which have very low correlation to the publicly traded markets. STEVLOC has private investment opportunities ranging from Canadian Real Estate to Oil and Gas. Our private investment offerings may include income producing, growth or tax advantage opportunities. A focus on suitability and capital preservation create the necessary alignment of the investor and STEVLOC.

COLLEEN ADAMS
CEO

Colleen Adams has been in the financial services industry for over 30 years and is the Principal founder of STEVLOC. She has held management roles at the Bank of Montreal, Davis & Henderson and Xceed Mortgage Corporation. Colleen has experience in managing successful sales growth and profitable cost centers.

In the past 15 years, Colleen has completed her Canadian Securities Course (CSC), Certified Financial Planners Course (CFP) and Masters Business Administration (MBA).

Colleen's educational and business expertise supports strong mortgage lending and investment knowledge. Colleen's educational background, investment background, lending background and extensive management experience brings great strength to the day to day operations of STEVLOC.


NICK SIMONE
EXECUTIVE VICE PRESIDENT

Nick Simone has over 35 years of business experience. He has been proficient in building sales teams, establishing targets and creating environments conducive to peak-level performance. He is an entrepreneur with varied and valuable experience in the financial services sector.

From March of 2007 to April of 2011 Nick was the President of a land based asset management firm. He was responsible for establishing an Exempt Market Dealership for them. He has a deep understanding of the capital markets platform in Canada and has worked in that area since 1999.

From 2007 - March 2017, he was the President and owner of Qualified Financial Services, a managing general agency with over 1000 Insurance and Investment Brokers with 8 offices spreading East from Ontario to Atlantic Region. Nick remains a Senior Consultant for Qualified Financial Services.

He is the President of Micari Consulting, a private consulting company. Micari Consulting works in the areas of strategic growth planning, business evaluation and business development, with a focus on international business.

Nick Simone is also active in the real estate advisory world. He has advised numerous development companies and developers. He has been active in structuring development projects and is an investor in many projects.


JOSH WILL
EXECUTIVE VICE PRESIDENT

Josh has over 15 years of experience in holding executive positions at international marketing and investment firms. Josh is the Executive Vice President here at STEVLOC and one of the partners in the firm. In this capacity his primary focus is to develop and execute on sales and marketing initiatives as well as grow our Investor network.

Prior to joining STEVLOC Management Inc, he held the position as Regional Director of Sales, Eastern Canada a leader in North American land based real estate and development investments. In this role, Josh was responsible for a considerable amount of business development as it was his role to build the territory amongst advisors and investors.

Between the fall of 2012 and winter of 2015 he has been focused on consulting with private issuers and raising capital amongst his advisor network for Canadian real estate developments. Josh attended Georgian College, where he also guest lectures within the Business Communications Department. He holds a Bachelors of Arts Degree as well as a Bachelor of Education both from Brock University. He has completed the Canadian Securities Course, Exempt Market Proficiency course and several other professional certificates.


TREVOR WOLFE
Chief Compliance Officer

Trevor has over 10 years of experience building and leading teams through divisional turnarounds. Previously, he consulted for national media companies where his projects focused on financial management and operational improvements to maximize revenue. He used Lean Six Sigma methodologies to streamline processes and gain operational efficiency. Trevor has also worked with several small and medium sized businesses, providing financial and operational guidance.

Trevor brings extensive financial and operations management experience to his role and applies his Lean Six Sigma experience across all systems and processes at STEVLOC Management Inc.

Trevor graduated from Wilfrid Laurier University with a Bachelor of Business Administration. He focuses on continuing education, having completed the Exempt Market Proficiency and Officers’, Partners’, and Directors’ courses.


JASON GARLAND
Board Of Advisors

Jason Garland is pleased to be on the Board of Advisors for STEVLOC with a specific interest in providing guidance and insight in support of decisions related to real estate. For nearly 15 years Garland was both a stakeholder and VP of Development at Streetcar Developments in Toronto and provided leadership in all facets of land acquisition, joint venture arrangements, design & development, construction, political relations, and finance.

Garland has a penchant for value creation.  In 2017 he founded his own real estate consulting and development firm with a mandate for providing counsel to clients in regard to land acquisition, design, repositioning strategies, financing and approvals. In the early stages of his career, Garland devoted 12 years to the pursuits of 2 entrepreneurial ventures – one in the tech industry and the second in the digital marketing space; each of which are still operating today. 


AL PACE
Board Of Advisors

Al Pace is the Founder and Principal of Pace Law Firm. He has practiced law for more than 30 years and has earned a stellar reputation for skill and outstanding client service. After completing his studies at the University of Toronto and the University of Windsor where he received his LL.B., Al was called to the Bar for the province of Ontario in 1980. Initially, Al developed his law practice in the areas of personal injury and civil litigation. In subsequent years, Al expanded the firm’s practice areas to include corporate and commercial litigation and immigration law and related services.

As CEO of Pace Law Firm, Al takes a personal interest in all the firm’s cases to ensure the highest standards of service excellence are met consistently across the firm. In addition to his legal practice, Al supports community involvement, and has taken an active and prominent role in the Lithuanian community and the Trillium Health Centre.


 

 

Mailing List

Join Now To Receive News & Updates About Upcoming Events & Opportunities

STEVLOC Management Inc.

Please, enter a valid value

Incorrect values!