Welcome to ClientReferrals

ClientReferrals is the leading service provider to Immigrant Investor industry professionals such as Lawyers, Consultants, Bankers, Family Offices, and many others who serve a high net worth clientèle. 
 
Our company was founded by individuals who have decades of experience in this industry and unlike other players in this industry, we do not market our services directly to investors. Rather, we focus our energy on serving our B2B Partners around the world, sharing our expertise with them and providing them with the tools and services they need to serve their clients, and grow their businesses. 
 

The immigration programs and other products that we offer are hand-picked and go through our vigorous vetting process; thanks to this vetting process and our unparalleled service levels, you can be confident you are referring your highly valued VIP clientèle to the appropriate partners.

If you have been working with us already - Thank you for your trust. If you are considering referring your first client - Please contact us and you will be pleased by the services we can deliver. Whatever the case may be, we look forward to working with you and helping you grow your business

Our Products and Services

Immigration Programs

We create, promote and manage exclusive and unique immigrant investor programs.

Real Estate

Thanks to our partnership with reputable developers, we bring real estate investment opportunities to global investors.

Wealth Management

In collaboration with Sherbrooke Street Capital, high net worth individuals can access reputable and experienced wealth management services.

Private Lending

We help home buyers and real estate investors purchase property in Canada through our lending services.

Government Advisory

We have 30+ years of experience helping Federal/National and Provincial/Regional governments manage their immigrant investor programs.

Our Management Team

Guy Pilote
Managing Director

Guy has been involved with this industry for over 30 years. In the 1980s he worked at Citizenship & Immigration Canada in the Business Immigration Unit where he was responsible for managing the operations of the Immigrant Investor Program for the Federal Government. In 1997, he was hired by Scotiabank where, under his direction, the Scotia IIP grew to be the largest and most successful program in Canada. Mr. Pilote and his firm, Sherbrooke Street Capital, are today regarded as the leading expert for Quebec’s Immigrant Investor Program. He has also worked hard to help ClientReferrals become a market leader in various other immigration programs and investment products. Guy's numbers speak for themselves - in the various programs that he operates, he has assisted more than 12,000 families and raised over $9 billion in capital. This is unmatched experience in our industry.

Patrick Peters, CPA, CA
CEO

Over the past 15 years, Patrick has achieved tremendous success in all three aspects of this industry (investor advisory, B2B service, and government advisory) and in all major markets. This experience gives him a thorough and comprehensive understanding of our industry, our partners' needs, governments' needs, financial/banking challenges, and geopolitical forces that play a role in our business.

This rare industry experience, coupled with his responsiveness, attention to detail, and work ethic have made him a highly sought-after service provider to our partners - immigration practitioners, governments, real estate developers, and others. He leads by example and loves nothing more than helping our stakeholders meet and exceed their expectations.

Patrick McCarthy, CPA, CMA
Director, Residency Programs

Patrick McCarthy started his career with Citizenship & Immigration Canada's Business Immigration Unit, and has spent the last 20+ years working with immigration practitioners around the world, assisting them so they can better serve their immigrant investor and business immigration clients. He brings a practical perspective to his work, borrowing not only from his years of business immigration experience, but also, as a Chartered Professional Accountant, from his solid understanding of finance and business.

He enjoys working with immigration practitioners, and providing them with assistance tailored to their needs, so they can deliver results to their clients.

Oliver Adrien
Director, Citizenship Programs

Olivier is a financial services professional with a solid background in sales and account management. His previous experiences in insurance and financial services head-hunting has nurtured his natural passion for developing long-term business relationships.

Very much involved in Antigua CIP since the program's early days, he has developed a unique knowledge of the program. Born in Canada from a father of Caribbean origin, Olivier takes great pride in helping these communities raise capital through CIPs.

Our Strategic Partners

Contact Us

1100-1200 McGill College AveMontreal, QC, H3B 4G7Canada

info@clientreferrals.com

+1 (514) 800-5404