Client Spotlight – Liahona Capital Inc.

BY EXEMPTEDGEINC | July 26, 2019 4:42 PM

At Exempt Edge, we love to celebrate our clients' success. In honour of this commitment, we’ve started a client spotlight series. This month, we interviewed Cory Clapperton, Chief Compliance Officer of Liahona Capital Inc.

Describe Liahona Capital Inc.

Liahona Capital Inc. was incorporated under the Business Corporations Act of the Province of Ontario in November 2013 and is registered with the Ontario Securities Commission as an exempt market dealer (EMD). Managed by partners Aaron Rumley and Robert Chaggares, and their staff, who have extensive experience in accounting, governance, audit, financial services, mortgage underwriting, banking, and administration. Liahona provides investment opportunities into Liahona Mortgage Investment Corp. (LMIC) as well as a range of third-party products.

What sets Liahona apart? 

Liahona is dedicated to providing sound investment opportunities to our clients through our professional team of management and staff. Our number one priority is the preservation and protection of our clients’ wealth. Our management and staff offer a wealth of experience in compliance, accounting, audit and the financial management sector, committed to the highest standard of service. Each of our Dealing Representatives has passed courses through the Investment Funds Institute of Canada and have met the education requirements to be registered with the Ontario Securities Commission. They conduct themselves under a strict code of conduct to ensure fair and transparent services. We are a Private company that has an organizational structure that allows us to be dynamic, flexible and agile.

What are Liahona’s future goals or vision?

To grow as an EMD across Canada and offer a variety of diversified investment products to suit our investor’s needs at a holistic level.

How has Exempt Edge software impacted your day-to-day business?

Exempt Edge has streamlined our client onboarding process, reduced time spent on administration and paperwork, and enhanced our investor’s overall experience.

How has your experience been with the Exempt Edge team?

The Exempt Edge team has been very cooperative and eager to satisfy not only our needs as an EMD but those of our investors as well. They are open to our suggestions and comments on how to enhance the product, based on our unique requirements and needs.

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