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Stop Wondering. Start Talking.

Every engagement at Cook Direct Trade begins with a real conversation — not a sales deck, not a webinar, not a chatbot. You'll speak directly with a member of our five-person investment team who has the experience and authority to answer your questions on the spot.

Free consultation. No pitch. No obligation. One business day response.

Call Us Directly
(213) 384-6272
Email Our Team
contact@cdqtrade.com
Visit Our Office
379 Gilmour St, Ottawa

Send Us a Message & Get a Real Reply

Whether you're exploring direct investing for the first time or looking to restructure an existing portfolio away from fund layers, this is where it starts. Fill out the form below and a member of our team will respond within one business day — typically the same afternoon.

You'll hear from a real team member — not a bot — within one business day.

Office Address
379 Gilmour Street
Ottawa, Ontario K2P 1Y2
Phone
(213) 384-6272
Email
contact@cdqtrade.com
Business Hours
Monday – Friday 8:30 AM – 5:30 PM ET Saturday – Sunday Closed
Response Time
Within one business day. Most inquiries receive a same-day reply when submitted before 3:00 PM ET.
In-person meetings by appointment. We're happy to meet at our Gilmour Street office, or we'll come to you anywhere in the Ottawa-Gatineau region. For clients outside Ontario, we conduct consultations via secure video conference.
379 Gilmour St — Ottawa, ON K2P 1Y2

Wondering If This Conversation Is for You?

We work with a specific type of investor. Not better or worse — just people who want more control, more transparency, and fewer intermediaries between them and their assets. Here's who typically reaches out.

🏢

Business Owners & Entrepreneurs

You've built real value and you're tired of handing your capital to funds that charge 2-and-20 for access to companies no better than the ones you already understand. You want to invest directly into private businesses and real assets with the same diligence you apply to your own operations. Our direct investment services are built for this mindset.

📊

High-Net-Worth Individuals

Your portfolio has grown past the point where generic wealth management makes sense. You're looking for direct exposure to private equity co-investments, real assets, and structured opportunities without layered fees eroding your returns. Typically, our clients deploy $500K or more into direct positions.

🔍

Institutional Allocators & Family Offices

You need a partner for standalone due diligence, co-underwriting, or deal-specific research on private market opportunities. We provide institutional-grade analysis without the conflicts of interest that come with fund placement. Our team has conducted due diligence on over 200 opportunities since 2010.

🤔

Curious But Not Ready

You've been reading about direct investing — maybe you've explored our research library or browsed our FAQ — but you're not sure if it fits your situation. That's exactly what the free consultation is for. We'll give you an honest assessment, even if the answer is "not right now."

Your Free Consultation in Three Steps

No funnel. No drip sequence. No "book a 15-minute discovery call." Just a straightforward process that respects your time.

01

You Reach Out

Fill out the form above, call us at (213) 384-6272, or send an email. Include as much or as little context as you'd like — your current portfolio, what you're exploring, specific questions. We respond within one business day, usually the same afternoon for messages received before 3 PM ET.

02

We Listen — Deeply

In the initial conversation, we focus entirely on understanding your situation: your assets and liquidity needs, risk tolerance and time horizon, tax considerations, existing portfolio exposures, and what's frustrating you about your current setup. There's no pitch, no product to sell, and no obligation. We're building a picture of whether direct investing makes sense for you.

03

You Decide — With Clarity

We'll tell you honestly whether direct investing fits your situation, your capital level, and your temperament. Sometimes the answer is "yes, but not yet." Sometimes it's "this isn't for you." That's fine — we'd rather lose a prospect than gain a mismatched client. If we do move forward, you'll know exactly what our services involve and what they cost before anything begins.

$0M+
Capital Deployed Since 2010
14.3%
Median Net IRR
1 Day
Maximum Response Time
$0
Consultation Fee
5
People. One Table.

Not Ready for a Conversation Yet?

That's perfectly fine. Many of our clients spent weeks or months doing their own research before reaching out. We've built a library of resources to help you get there on your own timeline.

Read Our FAQ Browse Resources Hear From Clients

Important Disclosures

Past performance is not indicative of future results. All investment returns referenced on this site are historical and do not guarantee future performance.

Investing involves risk, including the possible loss of principal. Direct investments in private markets are illiquid and may result in partial or total loss of capital.

Cook Direct Trade is registered as an Exempt Market Dealer with the Ontario Securities Commission (OSC), Registration No. EMD-2010-4827. Member of the Mutual Fund Dealers Association of Canada (MFDA), Member No. 7493. FINRA broker-dealer cross-border advisory reference No. BD-2014-0312. SEC-registered investment adviser under Form ADV, File No. 801-79431. All advisory services subject to KYC and AML compliance programs under Canadian securities regulation.