Investing for Income Summit - Session One

Original Air Date - November 13, 2024

Virtual Webinar

Event Summary

  • Access to Proven Investment Strategies & Consistent Returns
  • Maximized Tax Efficiency Insight
  • Q&A Sessions with Industry Experts

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Investing for Income Summit - Session One

The first of three sessions originally aired on November 13, 2024 at 7pm EST.

Presented by PrivateDebtandEquity.ca. in partnership with Wealth Stewards Inc.



Meet the Panelists

Sean Rogister

CEO at Cortland Credit Group

Topic: Senior Secured, Asset-Backed Private Lending

Sean explained how private lending strategies can deliver higher returns with lower risk, secured by tangible assets. Discover how senior secured, short-term loans provide capital protection and consistent income in today’s market.


Will Granleese

Director and Portfolio Manager at Antrim Investments

Topic: Maximizing Returns Through Private Lending

Learn how Will’s approach to short-term mortgages backed by high levels of equity can generate 8-9% returns in a high-interest-rate environment. Gain insights into how private lending offers a low-risk way to secure steady returns.


Adam Dean

VP and Portfolio Manager at CMLS Financial - CMLS Asset Management

Topic: Mortgage Investments in Commercial and Residential Real Estate

Adam will explain how investing in secured mortgages can protect your capital while providing reliable, recurring income. Learn how mortgage investments offer stability and dependable returns in any market.


Ryan Dunfield

Chief Executive Officer at SAF Group

Topic: Generating Income and Managing Risk in Private Credit and Investment Strategies

Discover how Ryan delivers consistent, high-yield returns through strategic private credit investments, active risk management, and emerging opportunities.


Watch Session Two and Session Three