FOR ADVISORS
Built for the advisors who built Canada's wealth.
How wealth advisors and family offices work with Douro Invest.
HOW WE WORK WITH ADVISORS
A referral relationship, on your terms.
STEP 01
Introduce qualified clients.
Refer clients you believe would benefit from European residential exposure. We host the initial conversation; you stay in the loop.
STEP 02
Co-pitch where appropriate.
For some relationships, advisors prefer to be present for the initial education. We support either approach — your relationship, your call.
STEP 03
Receive transparent reporting.
Your clients receive quarterly project reporting. Where appropriate, we share the same reporting with you under client consent.
THE ADVISOR BRIEFING PACK
Everything you need to evaluate the opportunity.
What's inside
- —Portuguese residential market overview (2026)
- —Alto do Monte portfolio summary
- —Project case studies
- —Regulatory framework and referral arrangement structure
- —Indicative investor terms
- —Reporting samples
Request the pack
ADVISOR-ONLY GATHERINGS
Private dinners, smaller settings.
Beyond our quarterly investor events, we host private dinners for wealth advisors and family offices who prefer a more confidential setting. Typically 8–12 attendees, with the AdM team present. Available by request.