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Invico Capital Corporation is an award-winning Canadian investment fund management firm providing alternative investment and financing solutions in North America.
Invico Capital Corporation is an award-winning Canadian investment fund management firm providing alternative investment and financing solutions in North America.
From coast to coast across North America, we are respected visionaries in the art of alternative investments – it’s all in the nature of what we do and how we do it. With over $3.0 billion of private capital under management, we are the industry’s renegades that simplify the complexities of financial deals and explore the possibilities of alternative investments. We’ve got the expertise and personality that allows us to successfully pursue opportunistic investments that would be traditionally considered as unorthodox within the industry.
We only participate in quality investment decisions that will allow us to follow the due diligence required to operate with honesty for our trusted partners. We take great pride in our governance and ethical ways of work and hold the greatest value in being transparent with our team and network of investment professionals.
Our passion is based on three core values: challenge, change, grow. As a team, we are creators and challengers of growth and are ethical in our strategic ways as we build wealth and capital, all by recognizing prosperous opportunities that increase in value to annuity and further to maturity.
For over 18 years, we have been sought after for our commitment to sustainable financial solutions. This is a reflection of our gravitas and ability to capitalize on scalable diverse opportunities that are within the traditional domains (and beyond) of alternative capital investments whilst being progressive with internal advocacy. We are inclusive of the diverse talent we employ, even at a time when the financial services industry is predominantly male. Today, our team is majority female, and we empower and promote from within to create the right blend of people that makes us who we are today.
Alternative investments refer to non-traditional financial assets, such as private debt or private equity. They are one of today’s fastest growing asset classes and may offer better risk-adjusted returns for investors.
While alternative investments have existed for decades, they have recently grown in popularity as firms like Invico have enabled investors of varying income levels to participate by offering affordable options.
Invico provides a competitive private investment product that combines private debt and energy assets and has a storied track record that can help investors diversify beyond traditional or singular private debt or real estate offerings.
Invico’s signature fund, Invico Diversified Income Fund (“IDIF”), is an award-winning private mutual fund trust that is focused on generating monthly income through a diversified portfolio of high-yield lending strategies and investment opportunities.
In 2023, IDIF celebrated an entire decade of generating positive annual returns for investors.
IDIF offers potentially favourable tax treatment for a portion of distributions that are allocated as return of capital (ROC).
IDIF offers monthly cash distributions and a distribution reinvestment plan (DRIP) program.
IDIF provides quarterly liquidity and redemption options, which may be subject to portfolio liquidity, notice, and fees.
Potentially help mitigate portfolio risk by providing diversification with a combination of real assets and private debt.
IDIF upholds responsible investment practices by incorporating ESG criteria throughout its due diligence and underwriting processes.
Invico’s signature fund, Invico Diversified Income Fund (“IDIF”), is an award-winning private mutual fund trust that is focused on generating monthly income through a diversified portfolio of high-yield lending strategies and investment opportunities.
In 2023, IDIF celebrated an entire decade of generating positive annual returns for investors.
IDIF offers potentially favourable tax treatment for a portion of distributions that are allocated as return of capital (ROC).
IDIF offers monthly cash distributions and a distribution reinvestment plan (DRIP) program.
IDIF provides quarterly liquidity and redemption options, which may be subject to portfolio liquidity, notice, and fees.
Potentially help mitigate portfolio risk by providing diversification with a combination of real assets and private debt.
IDIF upholds responsible investment practices by incorporating ESG criteria throughout its due diligence and underwriting processes.
Sector
Energy Services
Financing Period
November 2018 – September 2023
Loan Amount
$7,000,000
Loan Type
Term Loan + Factoring Facility
COMPANY
Energy Services Technology Company
LOCATION
Sector
Natural Ingredients
Financing Period
December 2022 – Present
Loan Amount
US$7,900,000
Loan Type
Term Loan + Factoring Facility
COMPANY
Natural Flavouring Production Company
LOCATION
United States
Sector
Energy
Financing Period
December 2020 – Present
Loan Amount
$5,900,000
Loan Type
Energy Working Interest Acquisition
COMPANY
Oil & Gas Company
LOCATION
Canada
Allison Taylor is a visionary in the alternative asset management industry and one of Canada’s most powerful businesswomen. As Chief Executive Officer, Co-founder, and Portfolio Manager of Invico Capital Corporation, she brings over 25 years of experience in corporate finance and is actively involved in the assessment of investments, ongoing regulatory compliance, and accounting on behalf of the firm’s managed investment offerings.
Jason Brooks is a visionary in the alternative asset management industry and one of Canada’s leaders in the private debt space. As President, Co-founder, and Portfolio Manager of Invico Capital Corporation, he brings over 25 years of experience in private equity and debt financing and is responsible for structuring complex funding for small and medium-sized businesses on behalf of Invico’s managed service offerings.
Jason Brooks is a visionary in the alternative asset management industry and one of Canada’s leaders in the private debt space. As President, Co-founder, and Portfolio Manager of Invico Capital Corporation, he brings over 25 years of experience in private equity and debt financing and is responsible for structuring complex funding for small and medium-sized businesses on behalf of Invico’s managed service offerings.
Chris Wutzke is the Chief Investment Officer at Invico Capital Corporation and has over 30 years of senior leadership experience, with 20 of those being in investment management and corporate financial services. As CIO, Chris oversees the investment management team in originating, underwriting, and monitoring bridge loan and factoring facilities and investment portfolio management.
209 8th Avenue SW, Suite 600
Calgary, Alberta T2P 1B8
8:00 a.m to 5:00 p.m
About
Team
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IDIF
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Energy
This website does not constitute an offer to sell or a solicitation to buy any securities, nor shall it form the basis of, or be relied on in connection with, or act as an inducement to enter into, any contract or commitment whatsoever. Visitors to this website who are considering making an investment in a specific securities offering are reminded that they must not make any decision on the basis of information contained in this website but, rather, only on the Offering Memorandum relating to that particular security’s offering, if applicable. Past performance is not an indicator of future performance.
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Allison Taylor is a visionary in the alternative asset management industry and one of Canada’s most powerful businesswomen. As Chief Executive Officer, Co-founder, and Portfolio Manager of Invico Capital Corporation, she brings over 25 years of experience in corporate finance and is actively involved in the assessment of investments, ongoing regulatory compliance, and accounting on behalf of the firm’s managed investment offerings. Before founding Invico, Allison worked in pension consulting at Mercer Management and Towers Perrin before transitioning to investment banking and mergers and acquisitions (M&A) at RBC Dominion Securities. She most recently worked on facilitating M&A at Ernst & Young Orenda Corporate Finance, where she met fellow co-founder Jason Brooks, and the two first established the idea for Invico.
In 2021, Allison was recognized by the Women’s Executive Network™ (WXN) as one of Canada’s Most Powerful Women: Top 100 and was the proud recipient of the Female Executive of the Year award at the 2019 Wealth Professional Women in Wealth Management Awards. She is a member of the Investment Committee at the University of Calgary and the Alberta Securities Commission (ASC) Exempt Market Dealer Advisory Committee (EMDAC). Allison graduated from the University of Calgary Haskayne School of Business with an MBA in Finance and the University of Western Ontario with an Honors Bachelor of Science in Actuarial Science and Statistics. She lives in Calgary, AB, with her spouse and daughter and is an avid sports enthusiast, having completed over 65 marathons across North America.
Allison Taylor is a visionary in the alternative asset management industry and one of Canada’s most powerful businesswomen. As Chief Executive Officer, Co-founder, and Portfolio Manager of Invico Capital Corporation, she brings over 25 years of experience in corporate finance and is actively involved in the assessment of investments, ongoing regulatory compliance, and accounting on behalf of the firm’s managed investment offerings. Before founding Invico, Allison worked in pension consulting at Mercer Management and Towers Perrin before transitioning to investment banking and mergers and acquisitions (M&A) at RBC Dominion Securities. She most recently worked on facilitating M&A at Ernst & Young Orenda Corporate Finance, where she met fellow co-founder Jason Brooks, and the two first established the idea for Invico.
In 2021, Allison was recognized by the Women’s Executive Network™ (WXN) as one of Canada’s Most Powerful Women: Top 100 and was the proud recipient of the Female Executive of the Year award at the 2019 Wealth Professional Women in Wealth Management Awards. She is a member of the Investment Committee at the University of Calgary and the Alberta Securities Commission (ASC) Exempt Market Dealer Advisory Committee (EMDAC). Allison graduated from the University of Calgary Haskayne School of Business with an MBA in Finance and the University of Western Ontario with an Honors Bachelor of Science in Actuarial Science and Statistics. She lives in Calgary, AB, with her spouse and daughter and is an avid sports enthusiast, having completed over 65 marathons across North America.
Jason Brooks is a visionary in the alternative asset management industry and one of Canada’s leaders in the private debt space. As President, Co-founder, and Portfolio Manager of Invico Capital Corporation, he brings over 25 years of experience in private equity and debt financing and is responsible for structuring complex funding for small and medium-sized businesses on behalf of Invico’s managed service offerings. Since founding Invico, Jason was responsible for developing and launching the Invico Diversified Income Fund with an enviable 8-year track record and co-managing the firm’s growth to over $2.0 billion of managed capital. Before founding Invico, Jason advised on over $3 billion of private and public mergers and acquisitions (M&A), divestiture, and financing transactions during his tenures as a Senior Analyst at TC Energy and as Vice President at Ernst & Young Orenda Corporate Finance. During his time at Ernst & Young, Jason met fellow co-founder Allison Taylor, where they worked together in the private capital space and identified the opportunity to provide unique financing solutions to small and medium-sized enterprises, thereby launching Invico in 2005.
Jason is a Chartered Financial Analyst (CFA®) Charterholder and graduated from the University of Calgary Haskayne School of Business with a Bachelor of Commerce (Beta Gamma Sigma). He lives in Calgary, AB, with his spouse and three children and is a self-proclaimed adrenaline junkie who enjoys downhill skiing, mountain biking, heliskiing, and the Calgary Stampede.
Jason Brooks is a visionary in the alternative asset management industry and one of Canada’s leaders in the private debt space. As President, Co-founder, and Portfolio Manager of Invico Capital Corporation, he brings over 25 years of experience in private equity and debt financing and is responsible for structuring complex funding for small and medium-sized businesses on behalf of Invico’s managed service offerings. Since founding Invico, Jason was responsible for developing and launching the Invico Diversified Income Fund with an enviable 8-year track record and co-managing the firm’s growth to over $2.0 billion of managed capital. Before founding Invico, Jason advised on over $3 billion of private and public mergers and acquisitions (M&A), divestiture, and financing transactions during his tenures as a Senior Analyst at TC Energy and as Vice President at Ernst & Young Orenda Corporate Finance. During his time at Ernst & Young, Jason met fellow co-founder Allison Taylor, where they worked together in the private capital space and identified the opportunity to provide unique financing solutions to small and medium-sized enterprises, thereby launching Invico in 2005.
Jason is a Chartered Financial Analyst (CFA®) Charterholder and graduated from the University of Calgary Haskayne School of Business with a Bachelor of Commerce (Beta Gamma Sigma). He lives in Calgary, AB, with his spouse and three children and is a self-proclaimed adrenaline junkie who enjoys downhill skiing, mountain biking, heliskiing, and the Calgary Stampede.
Chris Wutzke is the Chief Investment Officer at Invico Capital Corporation and has over 30 years of senior leadership experience, with 20 of those being in investment management and corporate financial services. As CIO, Chris oversees the investment management team in originating, underwriting, and monitoring bridge loan and factoring facilities and investment portfolio management. Before joining Invico, Chris led or contributed to over $400 million in financing and mergers and acquisitions (M&A) transactions in various senior executive and capital advisory positions, including serving as the Vice President of Finance at Brymore Energy Inc., Vice President, and Director at Deloitte & Touche Corporate Finance Canada Inc., Vice President of Corporate Development and Chief Financial Officer at Aetas Health Care Inc., and Investment Director at Avrio Capital. He most recently worked as the Managing Director at Parametric Finance Inc., which he founded to develop corporate finance automation software for online platforms.
Chris is a Portfolio Manager, Chartered Professional Accoun
Chris Wutzke is the Chief Investment Officer at Invico Capital Corporation and has over 30 years of senior leadership experience, with 20 of those being in investment management and corporate financial services. As CIO, Chris oversees the investment management team in originating, underwriting, and monitoring bridge loan and factoring facilities and investment portfolio management. Before joining Invico, Chris led or contributed to over $400 million in financing and mergers and acquisitions (M&A) transactions in various senior executive and capital advisory positions, including serving as the Vice President of Finance at Brymore Energy Inc., Vice President, and Director at Deloitte & Touche Corporate Finance Canada Inc., Vice President of Corporate Development and Chief Financial Officer at Aetas Health Care Inc., and Investment Director at Avrio Capital. He most recently worked as the Managing Director at Parametric Finance Inc., which he founded to develop corporate finance automation software for online platforms.
Chris is a Portfolio Manager, Chartered Professional Accountant (CPA), Chartered Accountant (CA), and Chartered Financial Analyst (CFA®) Charterholder, and graduated from the University of Calgary with a Bachelor of Commerce. He lives in Calgary, AB, with his spouse, and in his spare time, enjoys capital market research and analysis, cycling, and searching for irresistible investment opportunities.
