Clarify the commitment.
Discuss the investment budget, the source of funds and your liquidity needs. Consider the full financial commitment alongside the move you want to make.
Your goals. A considered investment.
Look beyond
the presentation.
Your family’s future deserves an investment decision grounded in substance. We help Canadian investors ask better questions, compare the options and understand what they are committing to.
How we help
Connect the investment
to the bigger plan.
The conversation begins with your priorities: family, timing, available capital and the flexibility you need.
Compare the substance.
Examine the commercial plan, funding structure, sponsor, job-creation case and proposed exit. Understand where assumptions and unanswered questions remain.
Coordinate the right advice.
Keep the investment conversation aligned with your attorney’s immigration strategy and your cross-border tax advisers’ analysis.
Experience behind the questions
Matthew’s expertise,
applied to your decision.
Matthew Khalili’s background in business planning, capital strategy and EB-5 project evaluation helps connect the financial assumptions with the investor’s practical questions. He is an EB-5 business-plan expert witness and a registered representative of GT Securities, Inc.
Meet our advisors ↗Know the scope before you proceed.
Ask what support will be provided, which offerings are available for consideration and how the parties involved are compensated. Any specific engagement or investment is governed by its applicable terms and documents.
New World Ventures supports the investment discussion. Licensed US immigration counsel determines eligibility and handles filings. Tax advice belongs with qualified cross-border advisers.
Investment capital is at risk, and neither immigration approval nor repayment is guaranteed. Review the investment disclosures and our due-diligence overview.
A useful first conversation needs no sensitive records.
Tell us your broad goals, available funding range and preferred timing. Our enquiry team screens requests before arranging the appropriate introduction. Please keep bank statements and identity documents for counsel’s secure process.
Free initial consultation
A clear first conversation.
Tell us about your goals, the family you are planning for and the questions you need answered.