Image by Priscilla Du Preez

Discover our investment philosophy and strategy

Building

lifelong businesses

for the community

 

Philosophy

Charleswood grew from an idea of community integration and engagement. Based in Vancouver, Canada, we strive to create pathways for new Canadian investors to connect with the local economy, and assist the entrepreneurs and businesses that make up the grass-roots backbone of our society.

As a recent addition to Western Canada's private equity industry, we excel in strengthening established local small to medium-sized private businesses (SMEs) with a system to facilitate founder transition, optimize operation, and foster sustained growth. We bring a value proposition of financial, strategic, and operational expertise to every opportunity.

Criteria

 

  • An established brand that creates a clear and unique value for its community and is respected by loyal customers and clients

  • In the area of business services (B2B), adult education, and construction and property related services

  • Demonstration of historical financial excellence

 

Strategy

Engagement

  • Brokerage referrals

  • Proprietary leads

  • Indsutry connections

 

  • Succession strategy

  • Goodwill transformation

  • Transition planning

FOUNDER TRANSITION

growth

  • System modernization

  • Operation streamlining

  • Strategic growth plan

  • Industry expansion

  • Strategic acquisition

  • Synergy sharing

integration

  • Synergistic investment

  • Institution and management buy-out

SUCCESSION

Image by Aditya Chinchure

Offering long-term solutions rooted in practical expertise

Meet our multi-disciplinary team

 

We are a small, multi-disciplinary team with a mandate to help businesses explore and expand their potential. We bring industry insights, solution-driven expertise, and a creative spirit to every investment. Our value added proposition provides businesses with the marketing insights, system modernization, community development, and strategic framework needed to achieve and improve brand cohesion, operation efficiency, and cross-departmental synergy.

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Ken Wu, CFA

The Captain

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Deanna Chan, BA

Marketing Maestra

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Kris Jun, BA

Community Builder

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Wyatt Andersen, BA

Growth Specialist

Hachi, the Shiba Inu

Happiness Officer

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1/3

Creating Value via

Strategic Investment

See our Investment and Brands

 
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Knightsbridge Property Services

Industry: Property Services

Founding Year: 1982

Investment Year: 2017

Location: Port Coquitlam, BC

Knightsbridge is a relationship-driven full-service building cleaning and maintenance specialist.

Add-on: 

Shine Cleaning Inc.

Cleanrlook Property Services

Reflective Window Cleaning

B & W Property Services

Web | LinkedIn | Facebook

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Knightsbridge Property Check

Industry: Property Services

Founding Year: 2020

Location: Port Coquitlam, BC

Knightsbridge Property Check provides a documented peace of mind for residential and commercial real estate rental and lease in the Lower Mainland. 

Web | LinkedIn 

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Vincent Helton & Associates

Industry: Architectural and Engineering Service

Founding Year: 1983

Location: Delta, BC

Vincent Helton is an award-winning architectural water feature designer in the Pacific Northwest. The Company has completed over one thousand water feature projects across North America. 

Web | LinkedIn | Instagram 

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Pacific

Fountain Supply

Industry: Construction Supply

Founding Year: 2020

Location: Delta, BC

Pacific Fountain Supply is a leading water feature parts supply ​company, providing parts procurement and expert support to developers and property owners.

Web | LinkedIn 

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ProSafe Training & Supplies

Industry: Training/Education

Founding Year: 1999

Location: British Columbia

ProSafe is a leading employment training agency in BC in the area of first aid, and workplace safety training. The Company has four campus locations in the Lower Mainland.

Web | LinkedIn | Facebook

Connecting with those who shape our communities

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Contact Us

Charleswood Capital

info@charleswoodcapital.com

102-1628 Fosters Way,

Delta, BC, Canada V3M 6S6

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