Diversity Your Portfolio By Investing In

NORTHERN ALLIANCE TRUST (NAT)

DIVERSIFY YOUR PORTFOLIO BY INVESTING IN NORTHERN ALLIANCE TRUST (NAT)

Northern Alliance Trust (NAT) is a diversified mutual fund trust that invests solely in residential mortgages. NAT gives investors access to the private lending market, secured by equity in real property.

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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 (8%). The Trust is registered with Canada Revenue Agency and can accept all registered investments including RRSP, RESP, LIRA, TFSA and others.

See What Our Investors Have To Say

As a Fire Captain in West Kelowna, I know a hot spot when I see one. Dean, Dave and Grant lit the fund on fire with consistent and predictable returns. This is one fire that I’m not going to put out!” – Lionel B. **

See Testimonials

See What Our Investors Have To Say

As a Fire Captain in West Kelowna, I know a hot spot when I see one. Dean, Dave and Grant lit the fund on fire with consistent and predictable returns. This is one fire that I’m not going to put out!” – Lionel B.

See Testimonials

See What Our Investors Have To Say

As a Fire Captain in West Kelowna, I know a hot spot when I see one. Dean, Dave and Grant lit the fund on fire with consistent and predictable returns. This is one fire that I’m not going to put out!” – Lionel B. **

See Testimonials

Want To Learn More About Becoming An Investor?

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NORTHERN ALLIANCE FINANCIAL

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

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*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.