Building Your Portfolio With Alternative Investments

About Skyline Wealth Management

Skyline Wealth Management's investment product offerings may allow you to achieve your investment goals. With a 99% investor satisfaction rate,¹ Skyline Wealth Management is helping people live the lifestyle they want.

Meet the team

About Skyline

Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets, and offers them as private alternative investment products.

The company was founded in 1999 by brothers Jason and Martin Castellan, and their good friend R. Jason Ashdown. Starting with a single home that they acquired and leased to fellow students in Guelph, Ont., Skyline is now a true leader in the Canadian real estate industry with 8.95 B in assets under management.

Skyline’s core purpose from day one has been to provide meaningful value and an exceptional experience for each of its stakeholders, while developing strong, supportive, and sustainable communities.

The original founders, along with CFO Wayne Byrd, still actively run Skyline today. With decades of experience in the business, their passion and flair for the real estate and clean energy industries has cultivated a unique inclusive company that delivers results for investors.

Our History

3 Co-Founders of Skyline

1991

Skyline Group of Companies Co-Founders Jason and Martin Castellan buy their first rental property in Guelph, Ontario. They soon team up with their friend, Co-Founder R. Jason Ashdown, to buy more properties.

Skyline Logo With Backdrop of 2 Co-workers-2011-SkylineWealthLaunch-100

1999

Skyline Group of Companies is incorporated and initially offers a syndicate investment model for its apartment properties.

Skyline Apartment REIT Logo with ApartmentBack Drop2006-APT-REIT-Launch

2006

Skyline Group of Companies evolves from a syndicate model to a REIT structure. Skyline Apartment REIT launches.

2011-SkylineWealthLaunch-3

2011

Skyline Wealth Management launches as the exempt market dealer for Skyline's investment products.

Skyline Industrial REIT Logo with Building Back Drop

2012

Skyline Industrial REIT (formerly Skyline Commercial REIT) launches.

Skyline Retail REIT Logo with Tim Hortons Back Drop-2013-RTL-REIT-LAUNCH

2013

Skyline Retail REIT launches with $11M International Financial Reporting Standards (IFRS) portfolio value.

Skyline Clean Energy Fund Logo with Solar Panel Back Drop - 2018-SCEF-LAUNCH

2018

Skyline Clean Energy Fund launches with $50K Assets Under Management (AUM) portfolio value.

Skyline Wealth Management 5000+ Logo With Customer Client Back Drop

2021

Skyline Wealth Management reached 5,000 investors with $3B in wealth under administration.

Skyline Skydev Logo with Back Drop of Nice Park

2022

SkyDev launches land development investment opportunities.

Our Guiding Principles

Vision

Why Skyline Wealth Management exists as a company:

To help investors achieve the lifestyle they want, through investment products and client service that is engaging, educational, and empowering.

Mission

How Skyline Wealth Management is making its vision a reality:

  • Providing Canadian investors with preferred access to Skyline’s investment products: private real estate, land development, and clean energy investment offerings.
  • Establishing client relationships built on trust and holding ourselves to the highest level of professionalism.
  • Committing to serve all of our stakeholders through inclusive, educational, and engaging interactions.

Values

The key traits and behaviours Skyline Wealth Management’s team carries out every day, to fulfill its vision and mission.

Accountability: We take ownership of our decisions. We put our investors’ interests first and protect their privacy.

Commitment: Helping our investors meet their investment goals is our priority as a business.

Integrity: We maintain the highest standards of professionalism and ethical behaviour. We are honest and transparent in our communications, relationships, and actions.

Respect: We recognize and uphold diversity in all its forms. We give equal weight to each investor’s investment goals.

Accessibility: We value each of our stakeholders and strive to provide open access to our strategy, financials, and leadership team.

Skyline Wealth Management's investment product offerings

Skyline Wealth Management currently offers four private alternative investment products. Each of these products aims to provide the best possible returns to its investors.

Skyline Wealth Management offers investment products that are comprised of real assets.

Skyline Wealth Management offers investments in:

  • Real estate, such as apartment buildings, land, warehousing/logistics facilities, and retail plazas anchored by ‘everyday essential’ brands
  • Clean energy systems, such as solar fields and biogas facilities, backed by long-term government contracts

Skyline Wealth Management believes these assets have an inherent value driven by how they are maintained and managed, combined with the revenue they generate. These hard assets are valued according to their underlying value, instead of emotional pricing that one may see in the volatile public markets.

Skyline Wealth Management offers investment products that are private alternative investments.

Private alternative investments are not listed on the public markets.

By only offering private alternative investments, Skyline Wealth Management aims to help its investors enjoy historically stable investment performance while realizing potential tax-efficiency.

Learn more about our alternative investments

Learn About the Benefits of Clean Energy Investing

Learn more

Our Investor
Satisfaction Rates

Results from Skyline Wealth Management's 2021 Net Promoter Score survey

80

Overall Net Promoter Score (NPS)

99%

Advisor satisfaction rate

98%

Satisfaction with integrity in Skyline Wealth Management’s business practices

98%

Satisfaction with accountability to Skyline Wealth Management’s investors
Skyline Sustainability PDF Graphic

Skyline Wealth Management and Sustainability

Skyline Wealth Management is part of Skyline Group of Companies (“Skyline”), a fully integrated asset acquisitions, management, development, and investment firm. With $8.95 billion2 in assets under management, Skyline is committed to building strong, supportive, and sustainable communities across Canada.

Read Skyline Group of Companies’ Sustainability Report and find out more about its sustainability initiatives at:

Footnotes

1Based on 2021 Net Promoter Score (NPS) survey of 4,249 investors.
2As at September 30, 2024.

Skyline Wealth Management Inc. (“Skyline Wealth Management”) is an Exempt Market Dealer registered in all provinces of Canada. The information provided herein is for general information purposes only and does not constitute an offer of securities. Sales of interests in any investments offered by Skyline Wealth Management are only made to certain eligible investors pursuant to regulatory requirements and available exemptions.

Commissions, trailing commissions, management fees and expenses all may be associated with investments in exempt market products. Please read the confidential offering documents before investing. There is no active market through which the securities may be sold, and redemption requests may be subject to monthly redemption limits. Exempt market products are not guaranteed, their values change frequently, and past performance may not be repeated. Nothing in this email should be construed as investment, legal, tax, regulatory or accounting advice. Prospective investors must make an independent assessment of such matters in consultation with their own professional advisors.

Some of the investment products offered by Skyline Wealth Management are from related issuers. A full list of issuers related to Skyline Wealth Management and details of the relationship between them is available upon request.

The information contained within is disseminated by Skyline Wealth Management Inc. ("Skyline Wealth Management") on behalf of the Issuer as at the date of publication and Skyline Wealth Management does not undertake to advise the reader of any changes. The opinions and statements expressed within are those of the Issuer and do not necessarily reflect those of Skyline Wealth Management. Skyline Wealth Management has not taken any steps to verify the accuracy or completeness of the information provided herein.