Upcoming Webinar – Critical Illness: The Coverage Most People Don’t Understand (But Should)

by on April 22, 2026 with No Comments

Critical Illness: The Coverage Most People Don’t Understand (But Should)

Webinar – Date: May 6th, 2026 11:00 am CST

 

 

Register Here

 

A serious diagnosis doesn’t just impact your health—it can disrupt your income, savings, and long-term plans. Join Richie Stanviloff and Heather LeBlanc for a practical conversation on how Critical Illness insurance can help protect your financial stability when life takes an unexpected turn.

 

In this webinar, you’ll gain a clear understanding of:

  • What Critical Illness insurance is—and how it pays
  • How it can complement workplace benefits and existing coverage and fill the gaps
  • How the coverage can help preserve savings and protect long-term investments
  • How business owners can use Critical Illness coverage in corporate planning

 

Whether you’re building wealth, protecting your family, or planning for your business, this session will give you a fresh perspective on a powerful—but often overlooked—financial tool.

 

The webinar is ideal for:

  • Families with mortgages and growing expenses
  • Professionals relying on bonuses/commissions or variable income
  • Business owners responsible for overhead and key employees
  • Parents and Grandparents looking to help their kids and grandchildren
  • Anyone building wealth who wants to protect their plan from forced withdrawals

 

*This webinar is for educational purposes only and does not constitute financial, legal, or tax advice. Insurance products and eligibility vary by insurer and individual circumstances.

 

MFG Announcement

by on February 19, 2026 with No Comments

Please join us in welcoming Kohl Bauml as MFG’s newest Partner!

Kohl plays a key role on the asset management side of our business, where he focuses on the strategy, structure and performance of our investment vehicles. Kohl and his team help shape the framework of our investment portfolios and help strengthen our ability to deliver innovative, institutional-calibre solutions to our clients.

Licensed as a Portfolio Manager, Kohl also manages a number of client relationships at MFG. His client-first mindset further strengthens our team approach, which is truly one of MFG’s greatest differentiators.

We believe strong outcomes are built by strong teams – And our team just continues to grow stronger! We’re proud to have Kohl as a partner and look forward to what’s ahead!

Bluebird Canadian Self-Storage: Q3 2025 Report

by on November 20, 2025 with No Comments

ICM – Bluebird Canadian Self Storage Fund

Dear Unitholders,

The third quarter of 2025 has been another period of meaningful progress for the ICM Bluebird Canadian Self Storage Fund (the “Fund”). As the self-storage sector continues to attract increased institutional investment, our portfolio remains well positioned to capture the benefits of this sustained interest. Over the quarter, we achieved key milestones at our Quebec City development projects, completed a successful refinancing on favorable terms, and maintained strong operational performance across the portfolio. Our strategy remains focused on high-quality assets in prime markets across Canada, supporting long-term value and growth for our unitholders.

To read the full report – click the below link

 

ICM Bluebird 2025 Q3 Report

Mark Teal Retirement Announcement

by on October 28, 2025 with No Comments

After 18 years, Partner & Portfolio Manager, Mark Teal, has retired from Meckelborg Financial Group Ltd (MFG) to move into the next chapter of his life. Over his tenure, Mark was an integral part of MFG, helping to build out the Investment Management team and playing a key role in the training of new team members. His leadership and commitment to excellence helped build MFG into what it is today.

From Mark Teal, “It’s been such a pleasure working with the group at MFG over the years. I want to thank everyone for being a part of this amazing journey. To all our clients and business partners, thank you for your trust and support. The company is as strong as it’s ever been and I look forward to being a client for years to come.”

From Mark Meckelborg, “Whether he was your boss, your advisor, or your partner, Mark Teal always made things fun and interesting. His presence in the office and storytelling will be dearly missed. He is leaving MFG in a better position than when he first arrived and we cannot thank him enough for his countless hours of dedication to our team and business. He’s one of a kind and we wish him the very best in all future ventures.”

Forum Real Estate Income & Impact Fund – Press Release

by on February 7, 2025 with No Comments

Brookfield invests up to $100 million in Forum Asset Management’s Real Estate Income and Impact Fund (“REIIF”), the Leading Owner of Purpose-Built Student Accommodations in Canada.

 

PRESS RELEASE

Toronto, ON / February 6, 2025 / Forum Asset Management (“Forum”) is pleased to announce a strategic investment from Brookfield Asset Management (“Brookfield”) in support of Forum’s acquisition of Alignvest Student Housing. Brookfield, through its real estate solutions strategy, will invest up to $ 100 million in Forum’s private REIT, the Forum Real Estate Income and Impact Fund (“REIIF”).

REIIF is a $2.4 billion institutional quality, private REIT that is the leading owner and investor of purpose-built student accommodations across Canada. The fund serves top university markets and is addressing the growing demand for attainable, high-quality housing, and leverages ESG principals for enhanced risk-adjusted returns. REIIF is comprised of 31 institutional-quality properties and approximately 10,500 beds.

Broofield’s existing global portfolio of student accommodations is valued over $7 billion with 60,000 beds across Europe, the US, UK and now, in partnership with Forum and REIIF, in Canada. Brookfield’s investment in REIIF is underpinned by attractive Canadian long-term supply demand-fundamentals and the institutional quality of REIIF’s portfolio.

Richard Abboud, Founder and CEO of Forum, said, “This important investment by Brookfield into REIIF is validation of our strategy and underscores the opportunity for large scale institutional investment in Canadian student housing. Brookfield’s capital will enhance REIIF’s financial exibility, support portfolio growth, and strengthen our ability to deliver critically needed, professionally managed student housing across Canada.”

FACT SHEET

 

ABOUT REIIF

REIIF invests primarily in institutional-quality purpose-built student accommodations, as well as multi-family rentals and furnished apartments, in supply-constrained markets. REIIF is committed to delivering impact and Extraordinary Outcomes™ to investors, enhancing yields and total returns while creating dynamic communities for students and renters across Canada.

Alignvest Student Housing Update

by on November 21, 2024 with No Comments
ALIGNVEST STUDENT HOUSING REIT UNITHOLDERS OVERWHELMINGLY APPROVE COMBINATION WITH FORUM REAL ESTATE AND IMPACT FUND

Toronto, Ontario (November 21, 2024) – Alignvest Student Housing Inc. (“ASH”) is pleased to announce that the unitholders (“Unitholders”) of Alignvest Student Housing Real Estate Investment Trust (“ASH REIT”) overwhelmingly approved the proposed combination with Forum Real Estate Income and Impact Fund (“REIIF”), with over 99% of the votes cast on the Resolutions by all Unitholders (as described further below) voting in favour.

At the special meeting of Unitholders held yesterday (the “Meeting”), the resolutions (“Resolutions”) approving the previously announced combination transaction and other transactions (the “Transactions”) contemplated in the Combination Agreement between, among others, ASH REIT and REIIF dated October 11, 2024 (as amended, supplemented or modified from time to time, the “Combination Agreement”) and the related agreement for the acquisition of ASH by Forum Real Estate Income and Impact LP dated October 11, 2024 (as amended, supplemented or modified from time to time), as well as ancillary matters related thereto, were passed.

The Resolutions were approved by: (i) 99.03% of the votes cast on the Resolutions by all Unitholders present in person or represented by proxy and entitled to vote at the Meeting; and (ii) 98.62% of the votes cast on the Resolutions by Unitholders present in person or represented by proxy and entitled to vote as part of the “majority of the minority” approval.

 

Closing Timeline and Next Steps

The Transactions are currently targeted to close before the end of 2024, subject to customary closing conditions. Competition Bureau clearance has been received for the Transactions.

In anticipation of and in order to facilitate the closing, ASH REIT intends to suspend ordinary course distributions for the months of November and December 2024, and accordingly, Unitholders’ participation in the distribution reinvestment plan will also be suspended for the months of November and December 2024. The value of distributions not paid out will be reflected in the amount of cash and number of units of REIIF received by Unitholders in exchange for their units of ASH REIT (“ASH REIT Units”), which will be higher than if distributions were not suspended, as determined in accordance with the Combination Agreement.

Based on preliminary results, it is estimated that Unitholders who have elected to redeem more than their pro rata entitlement for cash by submitting a duly completed Cash Redemption Offer Election Form will have 100% of the ASH REIT Units that they tendered for redemption redeemed. Such Unitholders may limit the number of their ASH REIT Units redeemed for cash by contacting ASH REIT prior to 5:00 p.m. (Toronto time) on November 27, 2024. Unitholders who reduce the number of ASH REIT Units redeemed for cash under the cash election will receive additional units of REIIF at closing.

Redemption and transfer requests received by ASH after yesterday are not expected to be processed before closing, and therefore are not expected to be fulfilled. Unitholders are reminded that if they requested a transfer or redemption of ASH REIT Units after October 1, 2024 or plan to request a transfer or redemption prior to the closing date it may result in the Unitholder’s cash election in respect of those ASH REIT Units being invalidated.

 

About Alignvest Student Housing Real Estate Investment Trust

ASH REIT was launched in 2018 to consolidate the fragmented, institutional grade, purpose-built student accommodation real estate sector across Canada. Over the past seven years, ASH REIT has built a high-quality portfolio of 17 properties with 7,159 beds across seven university-focused markets.

ASH REIT is an unincorporated open-ended real estate investment trust formed under the laws of Ontario pursuant to a Declaration of Trust to own income-producing purpose-built student accommodations located in Canada. ASH REIT offers trust units on a continuous basis pursuant to an offering memorandum on a private placement basis by qualified dealers to investors resident in any province or territory of Canada who qualify as “accredited investors”. ASH REIT has made arrangements to offer the units through the investment fund order system, Fundserv.

For more information about Alignvest Student Housing Real Estate Investment Trust, please visit: www.alignveststudenthousing.com.

 

About Forum Real Estate Income and Impact Fund

REIIF invests principally in institutional-quality, multi-family rental apartments, purpose-built student accommodations and furnished rentals located in supply constrained markets in Canada. REIIF also strives to deliver a sector-leading impact and ESG-driven portfolio designed to enhance yields and total returns, with a focus on maintaining diversity and resiliency of income.

For information about REIIF, please visit: www.forumreiif.ca.

 

FOR FURTHER INFORMATION PLEASE CONTACT:

Alignvest Student Housing Inc.
ashsubscriptions@alignvest.com

The information is based on the market analysis and expectations of ASH REIT and should not be relied upon by the reader as research or investment advice regarding ASH REIT. The information presented herein is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy in any jurisdiction where prohibited by law or where contrary to local law or regulation. Any such offer to invest, if made, will only be made by means of an offering memorandum on a private placement basis.

Alignvest – June 30, 2024 Management Report

by on August 13, 2024 with No Comments

We are pleased to send you Alignvest Student Housing Real Estate Investment Trust’s Q2 2024 Management Report.

The first half of 2024 has been exceptionally busy for us! After spending most of 2023 cultivating and developing our acquisition pipeline, we were able to move quickly to secure several opportunities with vendors when interest rates stabilized after peaking in Q4 2023.

We kicked off the year in February with the acquisition of 417Nelson in Ottawa. This was a transaction we worked to source for over five years before it finally became actionable. In Q2 2024, we acquired 308 King, Fergus House and Hespeler House, all assets located in Waterloo, through proprietary relationships with the respective vendors. These acquisitions give us further scale in the market and let us effectively leverage our operating platform. We then acquired The Link in Montreal, which is ideally located near Concordia University, and gives us an entry into another attractive market for student housing.

With these acquisitions completed, we have solidified our position as the leading off campus student housing provider in Canada. We now have a portfolio of 7,159 beds across 17 properties in seven university markets across the country.

We are now focused on integrating these acquisitions and optimizing our overall portfolio as we get ready for the start of the 2024/2025 academic year. Our current occupancy (including newly acquired assets) is strong at almost 97%. Our pre-leasing continues to be robust, and we are expecting another year of strong rent growth.

In 2024, we have continued to deliver strong results to our investors, including a 6.5% YTD return as of June 30, 2024, and a 12.5% annualized return since inception (both are to Class F unitholders participating in our DRIP).

Below is the link to our Management Report. We have also included a link to our Q2 2024 Financial Statements. Please contact us if you have any questions.

Management Report

Q2 Financial Statements

 

Acquisition of 1680 Lincoln Avenue in Montreal

by on June 27, 2024 with No Comments

We are pleased to announce that we have completed the acquisition of a purpose-built student accommodation property located at 1680 Lincoln Avenue, Montreal, Quebec (known as The Link).

The Link is a newly constructed, 18-storey building located steps away from Concordia University and within walking distance of McGill University. The property is equipped with 246 beds in 101 fully furnished units, including studios, two-, three-, and four-bedroom suites, which provides a wide variety of configurations for potential tenants. Additionally, The Link features several amenities, including a fitness room, social rooms, a rooftop terrace, smart package lockers, and an underground parking garage.

This strategic acquisition further diversifies our REIT’s portfolio and solidifies our position as the leading owner and operator of Canadian student housing. With this acquisition, we own in excess of 7,100 student housing beds across Canada. Further, this acquisition marks our entry into Montreal, which is home to several universities and colleges in need of housing for their students.

Below is the link to the full press release. We have also included a link to an overview presentation of The Link.

Press Release

 

Overview Presentation

 

Information Sheet
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