Axcess Capital Advisors
Nearby finance companies
1920, 407 2 Street SW
101, 6420 6A Street SE
Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Axcess Capital Advisors, Financial service, 210, 221 62nd Avenue SE, Calgary, AB.
06/03/2026
It was our absolute pleasure! At Axcess Capital Advisors, we are proud to have partnered with AgriRoots by Farm Lending Canada and Bennett Jones to sponsor the closing reception of the 2026 PCMA Conference.
The PCMA plays a vital role in connecting, educating, and advancing our industry. Bringing together wealth professionals, issuers, and leaders for an evening of reflection and conversation is exactly how we foster a resilient alternative investment ecosystem in Canada.
Thank you to everyone who attended, engaged, and contributed to making this year's conference a major success. We look forward to continuing to build the future of private capital together!
๐ Learn more about the PCMA network:
https://www.pcmacanada.com/
05/26/2026
๐๐ก๐ฒ ๐ญ๐ก๐ ๐๐ฅ๐ญ๐ซ๐-๐๐๐๐ฅ๐ญ๐ก๐ฒ ๐๐ซ๐ ๐๐ฆ๐๐ซ๐๐๐ข๐ง๐ ๐๐จ๐ง๐ -๐๐๐ซ๐ฆ ๐๐ญ๐๐ฐ๐๐ซ๐๐ฌ๐ก๐ข๐ฉ ๐๏ธ๐ก๏ธ
With the global ultra-wealthy population projected to increase by 31% by 2030, a structural transformation is taking place in how sophisticated portfolios are built.
A recent feature by Wealth Professional Canada highlights that ultra-high-net-worth families are moving away from chasing short-term returns. Driven by persistent market volatility, inflationary pressures, and intergenerational planning, they are prioritizing capital preservation and long-term resilience over opportunistic, cyclical growth.
At Axcess Capital Advisors, we track these macroeconomic trends closely to ensure our network has access to the foundational structures necessary to build durable wealth across generations.
๐ ๐๐๐๐ ๐ญ๐ก๐ ๐๐ฎ๐ฅ๐ฅ ๐๐๐๐ฅ๐ญ๐ก ๐๐ซ๐จ๐๐๐ฌ๐ฌ๐ข๐จ๐ง๐๐ฅ ๐๐๐๐ญ๐ฎ๐ซ๐ ๐ก๐๐ซ๐:
https://www.wealthprofessional.ca/investments/alternative-investments/the-ultra-wealthy-are-turning-away-from-short-term-returns/392483
๐ฐ๐๐๐๐๐๐๐๐ ๐ต๐๐๐: ๐๐ฉ๐ช๐ด ๐ฑ๐ฐ๐ด๐ต ๐ฉ๐ช๐จ๐ฉ๐ญ๐ช๐จ๐ฉ๐ต๐ด ๐ช๐ฏ๐ฅ๐ฆ๐ฑ๐ฆ๐ฏ๐ฅ๐ฆ๐ฏ๐ต ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ช๐ฏ๐ฅ๐ถ๐ด๐ต๐ณ๐บ ๐ณ๐ฆ๐ด๐ฆ๐ข๐ณ๐ค๐ฉ ๐ง๐ฐ๐ณ ๐ฆ๐ฅ๐ถ๐ค๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ข๐ฏ๐ฅ ๐ฅ๐ฐ๐ฆ๐ด ๐ฏ๐ฐ๐ต ๐ค๐ฐ๐ฏ๐ด๐ต๐ช๐ต๐ถ๐ต๐ฆ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ข๐ฅ๐ท๐ช๐ค๐ฆ ๐ฐ๐ณ ๐ข๐ฏ ๐ฆ๐ฏ๐ฅ๐ฐ๐ณ๐ด๐ฆ๐ฎ๐ฆ๐ฏ๐ต ๐ฐ๐ง ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ด๐ฆ๐ค๐ถ๐ณ๐ช๐ต๐ช๐ฆ๐ด. ๐๐ญ๐ต๐ฆ๐ณ๐ฏ๐ข๐ต๐ช๐ท๐ฆ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด ๐ช๐ฏ๐ท๐ฐ๐ญ๐ท๐ฆ ๐ถ๐ฏ๐ช๐ฒ๐ถ๐ฆ ๐ณ๐ช๐ด๐ฌ๐ด, ๐ช๐ฏ๐ค๐ญ๐ถ๐ฅ๐ช๐ฏ๐จ ๐ช๐ญ๐ญ๐ช๐ฒ๐ถ๐ช๐ฅ๐ช๐ต๐บ. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ข ๐ณ๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐๐ฆ๐ข๐ญ๐ช๐ฏ๐จ ๐๐ฆ๐ฑ๐ณ๐ฆ๐ด๐ฆ๐ฏ๐ต๐ข๐ต๐ช๐ท๐ฆ ๐ต๐ฐ ๐ฆ๐ท๐ข๐ญ๐ถ๐ข๐ต๐ฆ ๐บ๐ฐ๐ถ๐ณ ๐ญ๐ฐ๐ฏ๐จ-๐ต๐ฆ๐ณ๐ฎ ๐ฑ๐ฐ๐ณ๐ต๐ง๐ฐ๐ญ๐ช๐ฐ ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐บ.
05/23/2026
๐๐ญ๐ซ๐๐ญ๐๐ ๐ข๐ ๐๐ฌ๐ฌ๐๐ญ๐ฌ: ๐๐๐ฉ๐ฉ๐ข๐ง๐ ๐ญ๐ก๐ ๐
๐ฎ๐ญ๐ฎ๐ซ๐ ๐จ๐ ๐๐ซ๐ข๐ญ๐ข๐๐๐ฅ ๐๐ข๐ง๐๐ซ๐๐ฅ ๐๐ฎ๐ฉ๐ฉ๐ฅ๐ฒ ๐๐ก๐๐ข๐ง๐ฌ.
Securing domestic access to critical industrial minerals has become a key focus for institutional and private investors alike.
A recent feature via Northeast Now details how the Thor Project is positioning itself to build a long-term, valuable supply chain within Saskatchewan. By focusing on assets with multi-generational potential, issuers in this segment aim to align with broader macroeconomic shifts toward energy security and industrial manufacturing.
Explore the strategic foundations required to move large-scale resource projects from discovery to ex*****on.
๐ ๐๐๐๐ ๐ญ๐ก๐ ๐๐ฎ๐ฅ๐ฅ ๐๐ซ๐ญ๐ข๐๐ฅ๐ ๐ก๐๐ซ๐:
https://northeastnow.com/2026/05/13/alumina-project-ready-for-next-steps-says-ceo/
๐ฐ๐๐๐๐๐๐๐๐ ๐ต๐๐๐: ๐๐ฉ๐ช๐ด ๐ฑ๐ฐ๐ด๐ต ๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ฆ๐ฅ๐ถ๐ค๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ. ๐๐ข๐ด๐ต ๐ฑ๐ฆ๐ณ๐ง๐ฐ๐ณ๐ฎ๐ข๐ฏ๐ค๐ฆ ๐ข๐ฏ๐ฅ ๐ฑ๐ณ๐ฐ๐ซ๐ฆ๐ค๐ต ๐ฎ๐ช๐ญ๐ฆ๐ด๐ต๐ฐ๐ฏ๐ฆ๐ด ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ต ๐ช๐ฏ๐ฅ๐ช๐ค๐ข๐ต๐ช๐ท๐ฆ ๐ฐ๐ง ๐ง๐ถ๐ต๐ถ๐ณ๐ฆ ๐ฅ๐ฆ๐ท๐ฆ๐ญ๐ฐ๐ฑ๐ฎ๐ฆ๐ฏ๐ต ๐ด๐ถ๐ค๐ค๐ฆ๐ด๐ด ๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ณ๐ฆ๐ต๐ถ๐ณ๐ฏ๐ด. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ข ๐ณ๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐๐ฆ๐ข๐ญ๐ช๐ฏ๐จ ๐๐ฆ๐ฑ๐ณ๐ฆ๐ด๐ฆ๐ฏ๐ต๐ข๐ต๐ช๐ท๐ฆ ๐ต๐ฐ ๐ฆ๐ท๐ข๐ญ๐ถ๐ข๐ต๐ฆ ๐บ๐ฐ๐ถ๐ณ ๐ฑ๐ณ๐ช๐ท๐ข๐ต๐ฆ ๐ฎ๐ข๐ณ๐ฌ๐ฆ๐ต ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐บ.
#๐๐ญ๐ต๐ฆ๐ณ๐ฏ๐ข๐ต๐ช๐ท๐ฆ๐๐ด๐ด๐ฆ๐ต๐ด #๐๐ฏ๐ฅ๐ถ๐ด๐ต๐ณ๐ช๐ข๐ญ๐๐ถ๐ต๐ถ๐ณ๐ฆ #๐๐ข๐ด๐ฌ๐ข๐ต๐ค๐ฉ๐ฆ๐ธ๐ข๐ฏ #๐๐ถ๐ฑ๐ฑ๐ญ๐บ๐๐ฉ๐ข๐ช๐ฏ #๐๐น๐ค๐ฆ๐ด๐ด๐๐ฆ๐ต๐ธ๐ฐ๐ณ๐ฌ
05/21/2026
๐๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ ๐๐ซ๐จ๐ฆ ๐๐๐ฐ๐ฉ๐จ๐ซ๐ญโ๐ฌ ๐1 2026 ๐๐๐ฏ๐ข๐๐ฐ
An eventful start to 2026 has brought heightened geopolitical tensions, energy fluctuations, and broader economic uncertainty to the forefront. We are sharing the latest quarterly commentary from ๐๐๐ฐ๐ฉ๐จ๐ซ๐ญ ๐๐ซ๐ข๐ฏ๐๐ญ๐ ๐๐๐๐ฅ๐ญ๐ก, an approved issuer on the Axcess product shelf.
Their portfolio management team highlights that despite these headwinds, maintaining a disciplined, multi-asset strategy focused on capital preservation remains paramount. For our network at Axcess, these institutional insights reinforce the value of holding uncorrelated private market assets that can provide stability against public market swings.
๐ ๐๐๐๐ ๐ญ๐ก๐ ๐๐ฎ๐ฅ๐ฅ ๐1 ๐๐ซ๐๐๐ค๐๐จ๐ฐ๐ง ๐ก๐๐ซ๐:
https://www.newportprivatewealth.ca/insights/q1-2026-the-quarter-that-was/
๐ฐ๐๐๐๐๐๐๐๐ ๐ต๐๐๐: ๐๐ฉ๐ช๐ด ๐ฑ๐ฐ๐ด๐ต ๐ฉ๐ช๐จ๐ฉ๐ญ๐ช๐จ๐ฉ๐ต๐ด ๐ข ๐ง๐ฆ๐ข๐ต๐ถ๐ณ๐ฆ๐ฅ ๐ช๐ด๐ด๐ถ๐ฆ๐ณ'๐ด ๐ฎ๐ข๐ณ๐ฌ๐ฆ๐ต ๐ข๐ฏ๐ข๐ญ๐บ๐ด๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด. ๐๐ณ๐ช๐ท๐ข๐ต๐ฆ ๐ฎ๐ข๐ณ๐ฌ๐ฆ๐ต ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด ๐ช๐ฏ๐ท๐ฐ๐ญ๐ท๐ฆ ๐ถ๐ฏ๐ช๐ฒ๐ถ๐ฆ ๐ณ๐ช๐ด๐ฌ๐ด, ๐ช๐ฏ๐ค๐ญ๐ถ๐ฅ๐ช๐ฏ๐จ ๐ฎ๐ข๐ณ๐ฌ๐ฆ๐ต ๐ท๐ฐ๐ญ๐ข๐ต๐ช๐ญ๐ช๐ต๐บ ๐ข๐ฏ๐ฅ ๐ช๐ญ๐ญ๐ช๐ฒ๐ถ๐ช๐ฅ๐ช๐ต๐บ. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ข ๐ณ๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐๐ฆ๐ข๐ญ๐ช๐ฏ๐จ ๐๐ฆ๐ฑ๐ณ๐ฆ๐ด๐ฆ๐ฏ๐ต๐ข๐ต๐ช๐ท๐ฆ ๐ต๐ฐ ๐ฆ๐ท๐ข๐ญ๐ถ๐ข๐ต๐ฆ ๐บ๐ฐ๐ถ๐ณ ๐ฑ๐ฐ๐ณ๐ต๐ง๐ฐ๐ญ๐ช๐ฐ ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐บ.
05/19/2026
๐๐ง๐๐๐ซ๐ฌ๐ญ๐๐ง๐๐ข๐ง๐ ๐ญ๐ก๐ ๐๐ซ๐๐๐-๐๐๐๐ฌ ๐จ๐ ๐๐ซ๐ข๐ฏ๐๐ญ๐ ๐๐๐ซ๐ค๐๐ญ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ข๐ง๐
True diversification means understanding the structural differences between public and private assets. Lankin Investments, a featured issuer in our network, recently shared a critical takeaway on the nature of alternatives: liquidity is a trade-off, not a free lunch.
https://www.facebook.com/share/p/18cLJBgL6G/
Institutional investors have understood for decades that trading daily liquidity for long-term, asset-backed exposure is where the potential for resilient, multi-cycle performance lives. Lankinโs 15+ year history of rigorous underwriting and clear-eyed communication serves as an excellent example of this operating philosophy in action.
๐ฐ๐๐๐๐๐๐๐๐ ๐ต๐๐๐: ๐๐ฉ๐ช๐ด ๐ฑ๐ฐ๐ด๐ต ๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ฆ๐ฅ๐ถ๐ค๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ. ๐๐ข๐ด๐ต ๐ฑ๐ฆ๐ณ๐ง๐ฐ๐ณ๐ฎ๐ข๐ฏ๐ค๐ฆ ๐ฐ๐ง ๐ข๐ฏ ๐ช๐ด๐ด๐ถ๐ฆ๐ณ ๐ฐ๐ณ ๐ด๐ฆ๐ค๐ต๐ฐ๐ณ ๐ช๐ด ๐ฏ๐ฐ๐ต ๐ข ๐จ๐ถ๐ข๐ณ๐ข๐ฏ๐ต๐ฆ๐ฆ ๐ฐ๐ง ๐ง๐ถ๐ต๐ถ๐ณ๐ฆ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ณ๐ฆ๐ด๐ถ๐ญ๐ต๐ด. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ข ๐ณ๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐๐ฆ๐ข๐ญ๐ช๐ฏ๐จ ๐๐ฆ๐ฑ๐ณ๐ฆ๐ด๐ฆ๐ฏ๐ต๐ข๐ต๐ช๐ท๐ฆ ๐ฐ๐ณ ๐บ๐ฐ๐ถ๐ณ ๐ฒ๐ถ๐ข๐ญ๐ช๐ง๐ช๐ฆ๐ฅ ๐ธ๐ฆ๐ข๐ญ๐ต๐ฉ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ ๐ต๐ฐ ๐ฆ๐ท๐ข๐ญ๐ถ๐ข๐ต๐ฆ ๐บ๐ฐ๐ถ๐ณ ๐ฑ๐ฐ๐ณ๐ต๐ง๐ฐ๐ญ๐ช๐ฐ ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐บ.
05/05/2026
"๐1 2026 ๐๐ข๐ฌ๐ญ๐ซ๐ข๐๐ฎ๐ญ๐ข๐จ๐ง ๐๐ฉ๐๐๐ญ๐: ๐๐ฉ๐ข๐ฉ๐ก๐๐ง๐ฒ ๐๐๐ ๐๐๐ฒ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐ฎ๐ญ๐ฎ๐๐ฅ ๐
๐ฎ๐ง๐ ๐๐ซ๐ฎ๐ฌ๐ญ ๐๐
https://www.facebook.com/share/p/1AqvGVwza4/
Consistency is a hallmark of disciplined management. We are pleased to share that ๐๐ฉ๐ข๐ฉ๐ก๐๐ง๐ฒ ๐๐๐ ๐๐๐ฒ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐ฎ๐ญ๐ฎ๐๐ฅ ๐
๐ฎ๐ง๐ ๐๐ซ๐ฎ๐ฌ๐ญ, a featured issuer in the Axcess Network, has completed its investor distributions for the period ending March 31, 2026.
This timely distribution reinforces the Trustโs commitment to providing regular updates and predictable milestones for its unitholders. At Axcess Capital Advisors, we value highlighting issuers that maintain clear and transparent communication throughout the investment lifecycle.
๐ ๐๐ข๐๐ฐ ๐ญ๐ก๐ ๐จ๐๐๐ข๐๐ข๐๐ฅ ๐๐ง๐ง๐จ๐ฎ๐ง๐๐๐ฆ๐๐ง๐ญ ๐ก๐๐ซ๐:https://legacyinvestment.ca/wp-content/uploads/2026/05/3-Epiphany-Legacy-Investment-Mutual-Fund-Trust-Quarter-Distribution-Notification-2.pdf
๐๐ฆ๐ฉ๐จ๐ซ๐ญ๐๐ง๐ญ ๐๐จ๐ญ๐: ๐๐ฉ๐ช๐ด ๐ฑ๐ฐ๐ด๐ต ๐ฉ๐ช๐จ๐ฉ๐ญ๐ช๐จ๐ฉ๐ต๐ด ๐ข ๐ค๐ฐ๐ณ๐ฑ๐ฐ๐ณ๐ข๐ต๐ฆ ๐ฎ๐ช๐ญ๐ฆ๐ด๐ต๐ฐ๐ฏ๐ฆ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ข๐ฏ๐ฅ ๐ฅ๐ฐ๐ฆ๐ด ๐ฏ๐ฐ๐ต ๐ค๐ฐ๐ฏ๐ด๐ต๐ช๐ต๐ถ๐ต๐ฆ ๐ข๐ฏ ๐ฐ๐ง๐ง๐ฆ๐ณ ๐ต๐ฐ ๐ด๐ฆ๐ญ๐ญ ๐ฐ๐ณ ๐ข ๐ด๐ฐ๐ญ๐ช๐ค๐ช๐ต๐ข๐ต๐ช๐ฐ๐ฏ ๐ต๐ฐ ๐ฃ๐ถ๐บ ๐ด๐ฆ๐ค๐ถ๐ณ๐ช๐ต๐ช๐ฆ๐ด. ๐๐ญ๐ญ ๐ฑ๐ณ๐ช๐ท๐ข๐ต๐ฆ ๐ฎ๐ข๐ณ๐ฌ๐ฆ๐ต ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด ๐ช๐ฏ๐ท๐ฐ๐ญ๐ท๐ฆ ๐ณ๐ช๐ด๐ฌ. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ข ๐ณ๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐๐ฆ๐ข๐ญ๐ช๐ฏ๐จ ๐๐ฆ๐ฑ๐ณ๐ฆ๐ด๐ฆ๐ฏ๐ต๐ข๐ต๐ช๐ท๐ฆ ๐ฐ๐ณ ๐บ๐ฐ๐ถ๐ณ ๐ฒ๐ถ๐ข๐ญ๐ช๐ง๐ช๐ฆ๐ฅ ๐ธ๐ฆ๐ข๐ญ๐ต๐ฉ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ ๐ต๐ฐ ๐ฅ๐ฆ๐ต๐ฆ๐ณ๐ฎ๐ช๐ฏ๐ฆ ๐ช๐ง ๐ต๐ฉ๐ช๐ด ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐ช๐ด ๐ณ๐ช๐จ๐ฉ๐ต ๐ง๐ฐ๐ณ ๐บ๐ฐ๐ถ.
"
Distribution Update โ Q1 2026
Weโre pleased to announce that Epiphany Legacy Investment Mutual Fund Trust has completed its Q1 2026 investor distribution for the period ending March 31, 2026.
View Announcement:https://legacyinvestment.ca/wp-content/uploads/2026/05/3-Epiphany-Legacy-Investment-Mutual-Fund-Trust-Quarter-Distribution-Notification-2.pdf
For investments held within registered accounts, updates will be reflected by your Trustee on or before April 30, 2026.
We encourage investors to review their account details. For inquiries, please contact [email protected].
04/30/2026
๐
๐จ๐ซ ๐๐๐๐ฅ๐ข๐ง๐ ๐๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ๐๐ญ๐ข๐ฏ๐๐ฌ: The Alts x Alts Conference is coming to Calgary, offering a high-value touchpoint for staying current on the alternative investment landscape.
๐๐ก๐ฒ ๐๐ญ๐ญ๐๐ง๐?
โ ๐๐ข๐ซ๐๐๐ญ ๐๐๐๐๐ฌ๐ฌ: Engage with featured issuers and industry peers in a focused environment.
โ ๐๐๐ซ๐ค๐๐ญ ๐๐ง๐ญ๐๐ฅ๐ฅ๐ข๐ ๐๐ง๐๐: Gain first-hand insights into the emerging strategies for 2026 and beyond.
โ ๐๐ซ๐จ๐๐๐ฌ๐ฌ๐ข๐จ๐ง๐๐ฅ ๐๐๐ฏ๐๐ฅ๐จ๐ฉ๐ฆ๐๐ง๐ญ: Stay ahead of the curve on regulatory and structural shifts in the exempt market.
This is an excellent opportunity to deepen your expertise and bring fresh perspectives back to your client reviews.
๐ ๐๐๐ ๐ข๐ฌ๐ญ๐ซ๐๐ญ๐ข๐จ๐ง ๐๐ข๐ง๐ค: https://www.altsxalts.com/events/alts-x-alts-conference-calgary
๐น๐๐๐๐๐
๐๐: ๐๐ท๐ฆ๐ฏ๐ต ๐ฑ๐ณ๐ฐ๐ฎ๐ฐ๐ต๐ช๐ฐ๐ฏ๐ด ๐ข๐ณ๐ฆ ๐ฑ๐ณ๐ฐ๐ท๐ช๐ฅ๐ฆ๐ฅ ๐ง๐ฐ๐ณ ๐ฆ๐ฅ๐ถ๐ค๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ค๐ฐ๐ฏ๐ต๐ฆ๐น๐ต. ๐๐ฐ๐ณ ๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ฑ๐ณ๐ฐ๐ฅ๐ถ๐ค๐ต ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ, ๐ข๐ญ๐ธ๐ข๐บ๐ด ๐ณ๐ฆ๐ง๐ฆ๐ณ ๐ต๐ฐ ๐ต๐ฉ๐ฆ ๐ข๐ฑ๐ฑ๐ณ๐ฐ๐ฑ๐ณ๐ช๐ข๐ต๐ฆ ๐๐ง๐ง๐ฆ๐ณ๐ช๐ฏ๐จ ๐๐ฆ๐ฎ๐ฐ๐ณ๐ข๐ฏ๐ฅ๐ถ๐ฎ ๐ข๐ฏ๐ฅ ๐ค๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ข ๐ณ๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐๐ฆ๐ข๐ญ๐ช๐ฏ๐จ ๐๐ฆ๐ฑ๐ณ๐ฆ๐ด๐ฆ๐ฏ๐ต๐ข๐ต๐ช๐ท๐ฆ.
04/23/2026
๐๐จ๐ง๐ง๐๐๐ญ ๐๐ง๐ ๐๐ซ๐จ๐ฐ: ๐๐จ๐ข๐ง ๐ญ๐ก๐ ๐๐ฅ๐ญ๐ฌ ๐ฑ ๐๐ฅ๐ญ๐ฌ ๐๐จ๐ง๐๐๐ซ๐๐ง๐๐ ๐ข๐ง ๐๐๐ฅ๐ ๐๐ซ๐ฒ
Continuous education and professional networking are the foundations of successful private market participation. The ๐๐ฅ๐ญ๐ฌ ๐ฑ ๐๐ฅ๐ญ๐ฌ ๐๐๐ฅ๐ ๐๐ซ๐ฒ event offers a unique platform to engage with fund managers, institutional investors, and industry experts.
Whether you are looking to refine your portfolio strategy or gain insights into the current macroeconomic drivers in Western Canada, this conference provides the tactical knowledge required for todayโs market.
Donโt miss this opportunity to connect with the leaders moving the needle in the alternative investment space.
๐ ๐๐ฏ๐๐ง๐ญ ๐๐๐ญ๐๐ข๐ฅ๐ฌ:
https://www.altsxalts.com/events/alts-x-alts-conference-calgary
๐ฐ๐๐๐๐๐๐๐๐ ๐ต๐๐๐: ๐๐ฉ๐ช๐ด ๐ค๐ฐ๐ฏ๐ต๐ฆ๐ฏ๐ต ๐ช๐ด ๐ด๐ฉ๐ข๐ณ๐ฆ๐ฅ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด. ๐๐ญ๐ญ ๐ฑ๐ณ๐ช๐ท๐ข๐ต๐ฆ ๐ฎ๐ข๐ณ๐ฌ๐ฆ๐ต ๐ข๐ค๐ต๐ช๐ท๐ช๐ต๐ช๐ฆ๐ด ๐ช๐ฏ๐ท๐ฐ๐ญ๐ท๐ฆ ๐ณ๐ช๐ด๐ฌ. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ข ๐ณ๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐๐ฆ๐ข๐ญ๐ช๐ฏ๐จ ๐๐ฆ๐ฑ๐ณ๐ฆ๐ด๐ฆ๐ฏ๐ต๐ข๐ต๐ช๐ท๐ฆ ๐ฐ๐ณ ๐บ๐ฐ๐ถ๐ณ ๐ฒ๐ถ๐ข๐ญ๐ช๐ง๐ช๐ฆ๐ฅ ๐ธ๐ฆ๐ข๐ญ๐ต๐ฉ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ ๐ต๐ฐ ๐ฅ๐ฆ๐ต๐ฆ๐ณ๐ฎ๐ช๐ฏ๐ฆ ๐ฉ๐ฐ๐ธ ๐ค๐ถ๐ณ๐ณ๐ฆ๐ฏ๐ต ๐ฎ๐ข๐ณ๐ฌ๐ฆ๐ต ๐ต๐ณ๐ฆ๐ฏ๐ฅ๐ด ๐ข๐ฑ๐ฑ๐ญ๐บ ๐ต๐ฐ ๐บ๐ฐ๐ถ๐ณ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ด๐ช๐ต๐ถ๐ข๐ต๐ช๐ฐ๐ฏ.
04/21/2026
๐๐ง๐ก๐๐ง๐๐ข๐ง๐ ๐๐๐ฉ๐๐๐ข๐ฅ๐ข๐ญ๐ข๐๐ฌ: ๐๐ก๐ ๐๐ซ๐จ๐๐๐ง ๐๐ฎ๐ฉ๐ฉ๐ฅ๐ฒ ๐๐ญ๐ซ๐๐ญ๐๐ ๐ข๐ ๐๐๐ซ๐ ๐๐ซ ๐โ๏ธ
In the world of private equity, "Operational Excellence" is the key driver of long-term returns. ๐๐๐ฌ๐ญ๐๐ซ๐ข๐๐ ๐ ๐๐๐ฉ๐ข๐ญ๐๐ฅ ๐๐๐ซ๐ญ๐ง๐๐ซ๐ฌ ๐๐ง๐๐จ๐ฆ๐ ๐๐ซ๐ฎ๐ฌ๐ญ (Westbridge Capital), a featured issuer on the Axcess product shelf, is putting this strategy into action with the formation of ๐๐ซ๐จ๐๐๐ง ๐๐ฎ๐ฉ๐ฉ๐ฅ๐ฒ.
By merging two wholly owned subsidiaries into a single, more responsive platform, Westbridge is streamlining operations and expanding service capabilities for industrial customers nationwide. This move highlights the Trustโs ability to identify and execute high-value synergies within its portfolio to build a more resilient and scalable income stream.
๐ฐ๐๐๐๐๐๐๐๐ ๐ต๐๐๐: ๐๐ฉ๐ช๐ด ๐ฑ๐ฐ๐ด๐ต ๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ฆ๐ฅ๐ถ๐ค๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ. ๐๐ข๐ด๐ต ๐ฑ๐ฆ๐ณ๐ง๐ฐ๐ณ๐ฎ๐ข๐ฏ๐ค๐ฆ ๐ฐ๐ง ๐ข๐ฏ ๐ช๐ด๐ด๐ถ๐ฆ๐ณ ๐ฐ๐ณ ๐ช๐ต๐ด ๐ด๐ถ๐ฃ๐ด๐ช๐ฅ๐ช๐ข๐ณ๐ช๐ฆ๐ด ๐ช๐ด ๐ฏ๐ฐ๐ต ๐ช๐ฏ๐ฅ๐ช๐ค๐ข๐ต๐ช๐ท๐ฆ ๐ฐ๐ง ๐ง๐ถ๐ต๐ถ๐ณ๐ฆ ๐ณ๐ฆ๐ด๐ถ๐ญ๐ต๐ด. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ข ๐๐๐๐๐๐๐๐๐๐
๐ซ๐๐๐๐๐๐ ๐น๐๐๐๐๐๐๐๐๐๐๐๐๐ ๐ฐ๐ณ ๐บ๐ฐ๐ถ๐ณ ๐ฒ๐ถ๐ข๐ญ๐ช๐ง๐ช๐ฆ๐ฅ ๐ธ๐ฆ๐ข๐ญ๐ต๐ฉ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ ๐ต๐ฐ ๐ฅ๐ฆ๐ต๐ฆ๐ณ๐ฎ๐ช๐ฏ๐ฆ ๐ด๐ถ๐ช๐ต๐ข๐ฃ๐ช๐ญ๐ช๐ต๐บ.
04/16/2026
๐๐ฅ๐ญ๐ฌ ๐ฑ ๐๐ฅ๐ญ๐ฌ ๐๐๐ฅ๐ ๐๐ซ๐ฒ: ๐๐ก๐๐ฉ๐ข๐ง๐ ๐ญ๐ก๐ ๐
๐ฎ๐ญ๐ฎ๐ซ๐ ๐จ๐ ๐๐ฅ๐ญ๐๐ซ๐ง๐๐ญ๐ข๐ฏ๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ.
We are excited to highlight the upcoming ๐๐ฅ๐ญ๐ฌ ๐ฑ ๐๐ฅ๐ญ๐ฌ ๐๐จ๐ง๐๐๐ซ๐๐ง๐๐ taking place in Calgary! As the private market landscape continues to evolve, events like this are essential for bringing together the industryโs top minds to discuss the trends and opportunities defining 2026.
From deep dives into private real estate and credit to the latest in institutional-grade alternative assets, this conference is a hub for the collaboration that drives our industry forward. At Axcess Capital Advisors, we value staying at the forefront of these discussions to better serve our network of wealth professionals and investors.
๐ ๐๐ข๐๐ฐ ๐ญ๐ก๐ ๐๐ฎ๐ฅ๐ฅ ๐๐ ๐๐ง๐๐ ๐๐ง๐ ๐ซ๐๐ ๐ข๐ฌ๐ญ๐๐ซ ๐ก๐๐ซ๐:
https://www.altsxalts.com/events/alts-x-alts-conference-calgary
๐ฐ๐๐๐๐๐๐๐๐ ๐ต๐๐๐: ๐๐ฉ๐ช๐ด ๐ฑ๐ฐ๐ด๐ต ๐ช๐ด ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ง๐ฐ๐ณ๐ฎ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ข๐ฏ๐ฅ ๐ฆ๐ฅ๐ถ๐ค๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ฑ๐ถ๐ณ๐ฑ๐ฐ๐ด๐ฆ๐ด ๐ฐ๐ฏ๐ญ๐บ ๐ณ๐ฆ๐จ๐ข๐ณ๐ฅ๐ช๐ฏ๐จ ๐ช๐ฏ๐ฅ๐ถ๐ด๐ต๐ณ๐บ ๐ฆ๐ท๐ฆ๐ฏ๐ต๐ด ๐ข๐ฏ๐ฅ ๐ฅ๐ฐ๐ฆ๐ด ๐ฏ๐ฐ๐ต ๐ค๐ฐ๐ฏ๐ด๐ต๐ช๐ต๐ถ๐ต๐ฆ ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ข๐ฅ๐ท๐ช๐ค๐ฆ ๐ฐ๐ณ ๐ข๐ฏ ๐ฐ๐ง๐ง๐ฆ๐ณ ๐ฐ๐ง ๐ด๐ฆ๐ค๐ถ๐ณ๐ช๐ต๐ช๐ฆ๐ด. ๐๐ฐ๐ฏ๐ด๐ถ๐ญ๐ต ๐ธ๐ช๐ต๐ฉ ๐ข ๐ณ๐ฆ๐จ๐ช๐ด๐ต๐ฆ๐ณ๐ฆ๐ฅ ๐๐ฆ๐ข๐ญ๐ช๐ฏ๐จ ๐๐ฆ๐ฑ๐ณ๐ฆ๐ด๐ฆ๐ฏ๐ต๐ข๐ต๐ช๐ท๐ฆ ๐ฐ๐ณ ๐บ๐ฐ๐ถ๐ณ ๐ฒ๐ถ๐ข๐ญ๐ช๐ง๐ช๐ฆ๐ฅ ๐ธ๐ฆ๐ข๐ญ๐ต๐ฉ ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ ๐ง๐ฐ๐ณ ๐ช๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต-๐ด๐ฑ๐ฆ๐ค๐ช๐ง๐ช๐ค ๐ช๐ฏ๐ฒ๐ถ๐ช๐ณ๐ช๐ฆ๐ด.
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| Friday | 9am - 5pm |