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Catered to Your Needs

Waterloo Capital Advisors

We offer a variety of services to all of our clients, customized to fit their specific needs.

Are you an individual or corporation in need of investment management, brokerage, or financial advisory services? No matter what your needs, we are here to provide you guidance every step of the way.

Our Investment Managers provide financial advice and services to private and corporate clients about a range of investment matters, including buying and selling investment trusts and shares or bonds, to help these clients invest their money in the best places. The Investment Managers work very closely with investment analysts – managers make decisions about investments, supported by analysts who provide them with financial information and recommendations that enable such decisions to be made.

Take a look below to see what we can do for you.


As professional Investment Managers and Advisors, we are keen to provide tailored-made solutions for your business and individual needs. We are focused on client needs and best in class solutions, with access to first class domestic and international resources to achieve your objectives.

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Portfolio Management

We advise clients on security selection and the re-balancing of investment portfolios.


Upon request, we would review investment objectives, strategies and constraints.

We deliver on clients' analytical needs to assist with the effective management  of investment portfolios. We would assist with

the construction of the optimal strategic asset allocation

within defined parameters.

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Corporate Finance

We provide corporate advisory services for business re-engineering, risk management and restructuring firm's balance sheet.

We provide guidance to clients to optimize their capital structure

and maximize returns.

Would review the proposed 

financing structures and advise

on the most appropriate approach to maximize project returns.

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Mergers & Acquisitions Consultancy

Waterloo Capital is a thought leader in Mergers and Acquisitions (M&A).

We assist with the valuation, negotiation and closing of large and mid-size M&A transactions.

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International Assets Administration

To ensure the success of businesses for generations, via our relationships with international correspondents we provide introductions to trust and asset administration services for the management of your financial and real assets. 

Our objective is to assist you to ensure your legacy lives on across generations.

Contact us

Have a particular challenge you’re trying to deal with? Contact us today and see what we can do for you.


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Waterloo Capital Advisors is focused on providing innovative bespoke solutions to high net worth individuals and large corporations, utilizing expertise and access to superior products and services from domestic and international markets. We leverages relationships with correspondent investment banks and finance houses.



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