Annually via direct deposit or cheque on the anniversary of your investment.

Yes, the Series A Green Bond is eligible for all registered accounts.

This is a 5-year hold investment with no established secondary market. Liquidity is not guaranteed. We may facilitate secondary transfers between accredited investors in exceptional circumstances, but this cannot be relied upon.

We hold first-ranking security on all assets. Our process: (1) borrower engagement to understand issues, (2) forbearance or restructuring if viable, (3) enforcement and liquidation if necessary. Proceeds pay bondholders before equity. We maintain a loan loss reserve to absorb losses.

Valuations are performed using methodologies consistent with Certified Business Valuator standards, with the approach tailored to each investment's characteristics.

Bondholders receive a fixed return of 6.25%, net of all management fees. Equity shareholders participate through dividends, when declared, and a proportionate share of net sale proceeds or net assets upon disposition. There are no additional fees charged directly to investors beyond what is reflected in the stated returns.

Public green bonds, typically issued by banks, utilities, and investment-grade institutions, generally yield in the 3–5% range with no equity participation. Our structure targets a higher blended return by combining fixed bond coupon income with equity upside. This reflects the nature of the underlying credit: we finance mid-market borrowers rather than investment-grade entities, which carries greater risk but offers a correspondingly stronger return profile.

We operate under the Offering Memorandum exemption (NI 45-106). We are subject to securities law requirements including disclosure and reporting, but we are not a registered investment fund.

Yes, you'll receive annual tax documents (T5 for interest income if held outside registered accounts).