DIVERSIFY YOUR
INVESTMENT PORTFOLIO

DIVERSIFY YOUR
INVESTMENT PORTFOLIO

Invest with Northern Alliance Trust Corp., a Canadian Securities Registered Exempt Market Dealer in British Columbia, Alberta, Manitoba and Ontario.

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Why Invest In Private Mortgages?

Northern Alliance Trust Corporation (Northern Alliance) is an Exempt Market Dealer (EMD) and offers investment opportunities that have historical return performance.

Northern Alliance Trust Guidelines

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Northern Alliance Trust provides quarterly distributions as an income producing fund, providing investors a steady stream of income while preserving invested capital.

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NAT’s strategy is to focus on second mortgages with smaller capital outlay, resulting in a high level of diversification in the mortgage portfolio.

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Class B Units are paid after Class A and have no return cap, with a targeted return of eight percent (9%). The Trust is registered with Canada Revenue Agency and can accept all registered investments including RRSP, RESP, LIRA, TFSA and others.

Why Invest With Northern Alliance Trust

NAT’s residential mortgage income funds have historically provided consistent returns.  Northern Alliance Trust has provided quarterly dividends over 8 years without fail to it's Unit holders. Our funds take a conservative and disciplined approach when considering new applications. Underwriting staff are experienced in managing mortgage funds and understand the importance to properly underwrite each mortgage.

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Higher returns

9% historical returns for NAT B Units, compounded & annualized paid quarterly*

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Secure investments

Investments tied to tangible assets that don’t move

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Straightforward Investing

Everyone has a mortgage, so easy to understand

Hear It From Some Of Our Investors

I’ve been an investor with Northern Alliance for five years and I’m very pleased with the return on my investment.

As a Mortgage Broker, I have a very close relationship with mortgages and in seeing thousands of applications, I know that the last thing a person defaults on is their home. That gives me peace of mind knowing this is a strong investment because a person will do everything they can to keep the place where they sleep at night.

The consistency of the investment is excellent and based on what they are doing (via first-hand knowledge as a Mortgage Broker), I can see the investment continuing to produce 9% plus annual returns well into the future.” - Joy K. **

Hear It From Some Of Our Investors

I’ve been an investor with Northern Alliance for five years and I’m very pleased with the return on my investment.

As a Mortgage Broker, I have a very close relationship with mortgages and in seeing thousands of applications, I know that the last thing a person defaults on is their home. That gives me peace of mind knowing this is a strong investment because a person will do everything they can to keep the place where they sleep at night.

The consistency of the investment is excellent and based on what they are doing (via first-hand knowledge as a Mortgage Broker), I can see the investment continuing to produce 8% plus annual returns well into the future.” - Joy K.

Have Questions About Investing With Us?

Deciding where to invest can be difficult, and you may have a lot of questions on how it works, what you are purchasing, how to invest and more. Read more on our FAQ page of commonly asked questions.

Want To Become One Of Our Brokers?

For licensed Mortgage Brokers interested in obtaining financing for their clients, please visit Shelter Lending at www.shelterlending.ca

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Supporters Of Opportunity International

Northern Alliance Trust Corp. is proud to support Opportunity International, a registered charity in Canada, that provides access to savings, small business loans, insurance and training to 9.6 million people working their way out of poverty in the developing world.

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Northern Alliance Trust - Primary Logo - Horizontal - White

Address: 1735 Dolphin Ave #101A, Kelowna, BC V1Y 8A6
Phone: +1.866.777.9567

*Past Performance of NAT B Units does not guarantee future results. Northern Alliance Trust locks in its Unit price to $5.00/Unit. The actual net asset value (NAV) typically fluctuates between $4.87 and $5.10 depending on the performance of the fund, current expenses, transaction costs and potential losses. Some expenses are large annual expenses (audits, OM revision) which can be recovered throughout the remainder of the year. The return calculated on this summary does not reflect the NAV fluctuations. B Unit Dividend performance is different from the total fund performance. Returns are compounded quarterly and annualized.

All data quoted about the funds is as of December 31, 2023.