About ClientReferrals
We are the only company in the immigrant investor industry focused solely on serving Immigration Practitioners around the world. We put you first while we work in the background.
Meet Our Team
Our team is made up of individuals with unique skills, holistic knowledge, and extensive experience in immigration laws, finance and economics, accounting, and relationship management.
We share a passion for helping Immigration Practitioners serve their high net worth clients.
Guy Pilote
Undoubtedly, Guy is a pioneer in the citizenship-by-investment industry. He has close to 40 years of experience—managing the operations of the Immigrant Investor Program for the federal government to growing Scotiabank’s IIP into the largest and most successful program in the country to becoming the leading expert for Quebec’s IIP through his firm, Sherbrooke Street Capital.
Patrick Peters, CPA, CA
Patrick brings well-rounded expertise to his role. His 15+ years of experience in all major markets have armed him with a deep understanding of partner needs, government requirements, financial opportunities, and geopolitical factors that affect immigration investment opportunities.
Patrick McCarthy, CPA, CMA
For more than two decades, Patrick has worked to help immigration professionals serve their clients. He draws not only from his work with Citizenship & Immigration Canada’s Business Immigration Unit but also from his firm grasp of finance and business.
Oliver Adrien
Canadian-born with Caribbean roots, Olivier has worked with our Antigua Citizenship Investment Program (CIP) since its inception. A financial services professional with a background in sales and account management, he works diligently to help clients invest wisely in Caribbean communities.
Jason Zha
Jason has 7+ years of experience and an excellent reputation in the Chinese migration industry. With an extensive database of Chinese agents and a deep understanding of the Chinese market, he works to help agents to better meet client needs and serve their clients.
Abdelrahman Hamdy
A true industry professional with 10 years of experience under his belt, "Abdu" grasps the legal and regulatory frameworks of various RCBI programs around the world. He has built strong relationships with immigration practitioners and other industry professionals, committing himself to helping them deliver results for their high net worth clientèle.
Our Values
The success of our partner Immigration Professionals drives our success.
Relationships
Service
Privacy
Trust
The benefits of working with us
We understand that Immigration Professionals want a simple and smooth experience—for themselves and their clients.
Our marketing support and processing services make it easy for Immigration Professionals to quickly and seamlessly promote our products and services to their high net worth clientèle.
We never promote to investors directly. We focus on Immigration Professionals by equipping them with the tools they need to serve their clients.
All programs and products that we create and manage pay generous commissions to ensure our partners have the financial means to keep growing their business and serve their high net worth clientele to the highest level. This is key to the success in our partnerships with Immigration Professionals.
We have a stringent vetting process for our products and services so Immigration Professionals can confidently promote these to their valued VIP clientele knowing that the goods and promises will be delivered.
