Investing with OKR
OKR Financial offers a range of investment opportunities in our portfolio of funds with appeal across the investor spectrum from institutions, family offices, and accredited investors to income investors and retail investors looking for portfolio diversification.
OKR Family of Funds
The OKR Financial team is proud to celebrate seven years of delivering solid returns for investors and novel, ﬂexible ﬁnancing solutions for Canadian entrepreneurs. As we eclipse $130M CDN in assets under management, we are pleased to roll out a full slate of options for both investors and borrowers.
Starting from our roots as a friends and family investment club, OKR Financial has forged its reputation with investors by amassing a world-class team. Today, with a growth aspiration of $200 million in AUM, our leaders combine deep financial and business acumen with a broad network and direct access to a highly- curated deal-flow funnel. Simply put, through our strategic partnerships we see first hand the best opportunities.
OKR Premium Fund
OKR Diversified Fund
OKR Income Fund
OKR Venture Fund
OKR Institutional Fund
Know Your Client
OKR Financial is obliged by Canadian securities regulations to establish the identity of, and conduct due diligence on our investor clients. This process is called Know Your Client (KYC). This information forms the basis for determining investment eligibility and whether trades in securities are suitable for investors. This helps to protect the client, the registrant and the integrity of the capital markets.
This obligation requires OKR Financial to take reasonable steps to obtain information about our investors. Investors will be invited to complete a questionnaire that will determine investment eigibility and suitabiity of the trade. This is particularly important to ensure compliance with National Instrument 45-106 of the Canadian Securities Administrators.
Investors will be invited to complete a questionnaire that will determine investment eligilibility and suitability of the trade. This is particularly important to ensure compliance with National Instrument 45-106 of the Canadian Securities Administrators.
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If you are an investor, an entrepreneur, or just want to learn more about OKR Financial, reach out to us and we’ll be happy to help!