Werklund Family Office

Overview

Werklund Family Office is a Canadian single-family office managing the financial, personal, and philanthropic affairs of David Werklund and his family. The office oversees Werklund Ventures Ltd., a private family-owned investment company holding both private and public investments, and the Werklund Foundation, a private foundation built upon the family's values and beliefs. The Werklund family considers investing in youth education and empowering entrepreneurial minds. The office's investment strategy is flexible, deploying private and public capital across North America. It focuses on various asset classes, including private equity, venture capital, and public securities, and engages in investments at different stages, from early-stage ventures to buyouts. The geographical focus includes Canada and the United States, with interests spanning multiple industries such as energy, technology, healthcare, real estate, and financial services. Werklund Family Office has a track record of managing substantial assets, with investments ranging from $1 million to $50 million. The office's investment philosophy emphasizes a measured risk approach, aiming to grow capital through innovative and entrepreneurial strategies. It also supports community initiatives via the Werklund Foundation, reflecting a commitment to social responsibility and community development.

Investment Focus

• Strong management team
• Scalable business model
• Clear exit strategy
• Alignment with family values
• Potential for significant growth

Portfolio Companies