GLOBAL WEALTH STRATEGIST – Bespoke Investment Experience

Division: Capital Strategy, UHNW & Legacy Advisory

Reporting Line: Founder / Chairman / Executive Committee

Engagement Level: CSuite • Family Offices • Sovereign Advisors • Institutional Capital

Jurisdiction: Global (North America • Middle East • Europe • AsiaPacific)

Clearance Level: HighTrust • Confidential • Strategic

ROLE CONTEXT

Canadian Adventure Charters Inc. (CAC) operates at the convergence of frontier exploration, Arctic infrastructure, sovereign adjacent development, and ultrahighnetworth experiential access. CAC deploys a rare platform integrating iceclass research explorer vessels, deepsea submersibles, aviation assets, advanced marine science, and elite expedition leadership to serve UHNW principals, family offices, institutions, and government stakeholders.

This role is not HRgrade and not salesoriented. It is a mandatelevel appointment designed for capital positioning, legacy alignment, and longhorizon relationship origination at the highest levels of global wealth.

ROLE MANDATE (EXECUTIVE SUMMARY)

The Global Wealth Strategist is an authoritydriven, seniorfacing role responsible for originating, structuring, and converting ultrahighnetworth relationships into long horizon capital alignment across the Canadian Adventure Charters ecosystem.

This role sits at the intersection of:

Legacy wealth and multigenerational capital
Frontier access and scarcity economics
Sovereignscale infrastructure and Arctic development
Elite experiential, scientific, and exploration platforms

The Global Wealth Strategist does not sell products.

They position capital, identity, access, and legacy.

The Strategist represents CAC in private rooms, family offices, elite broker desks, and institutional introductions, guiding principals into strategic participation through:

UltraBespoke Expedition Charters ($150K – $3M+)
DeepSea Discovery VIP Executive Membership ($1M USD)

EXECUTIVE STRATEGIC CONTEXT

Polar Corridor Nucleus • Mega Port & Resort Development

Canada is entering a decisive national moment defined by Arctic sovereignty, climate transition mandates,

infrastructure renewal, and accelerating global competition for strategic capital.

Canadian Adventure Charters (CAC), Continental Climate Construction (CCC), and RedHawk operate as a

unified, multisector development consortium positioned to establish Newfoundland and Labrador as the

Western Hemisphere’s premier Arctic gateway and operational command center for Canada’s emerging Polar

Corridor Nucleus.

At the core of this vision is the CAC–CCC Bonavista Bay Mega Port & Resort Development—a

continental class coastal infrastructure initiative spanning approximately 2,000–2,400 hectares, integrating:

Arctic maritime logistics and iceclass port infrastructure
Advanced research, AIenabled ocean science, and expedition operations
Luxury resort, experiential, and executive access platforms
National and sovereignadjacent development alignment

The Global Wealth Strategist plays a critical role in positioning this initiative to UHNW principals, family

offices, and strategic capital partners as a longhorizon national and generational asset, not a transactional

opportunity.

CORE RESPONSIBILITIES

1. UHNW & LEGACY CAPITAL ENGAGEMENT

Originate and steward direct relationships with:

- UHNW individuals and principals
- Legacy families and multigenerational family offices
- Gen Z founders, Millennial wealth builders, and Gen X executives
- Strategic intermediaries, sovereignadjacent advisors, and elite brokers

Conduct hightrust, highauthority conversations centered on:
- Identity alignment
- Access positioning
- Longhorizon capital strategy
- Legacy, succession, and reputational stewardship

2. STRATEGIC POSITIONING & CAPITAL CONVERSION

Deploy CAC’s Master Integrated Opener & Closer Framework in:
- Live calls
- Private meetings
- Boardroom and executive settings
Convert qualified principals into:
- VIP Executive Memberships
- Strategic investment tiers
- UltraBespoke expedition charter engagements
Guide controlled commitment decisions without pressure, hype, or mass market tactics

3. CAPITAL ARCHITECTURE & INVESTMENT PATHWAYS

Present CAC’s $2B Strategic Investment Architecture, including:
- Tier I–III equity and strategic partner pathways
- Tier IV hybrid VIP Membership positioning
- Tier V experiential charter entry points
Coordinate with legal, compliance, and executive leadership to ensure:
- Jurisdictional appropriateness
- Institutional grade credibility
- Clear separation between experience, access, and investment instruments

4. LEGACY, SUCCESSION & MULTIGENERATIONAL STRATEGY

Advise UHNW principals and families on:

- Multigenerational access to CAC platforms
- Succession inclusion through VIP Membership structures
- Legacy alignment via exploration, science, and Arctic development
Position CAC as a decades long legacy asset, not a short term engagement

5. INTERNAL STRATEGIC ALIGNMENT

Work directly with:
- Executive leadership
- Capital markets advisors
- Scientific, expedition, and infrastructure leadership
Provide realtime market intelligence on:
- Investor sentiment
- Access sensitivity
- Capital deployment psychology
∙Maintain absolute confidentiality, discretion, and reputational discipline

AUTHORITY & DECISION SCOPE

Authorized to represent CAC in highlevel discussions with:
- Family offices
- Institutional allocators
- Sovereignadjacent entities
May secure nonbinding protocol holds on:
- VIP Membership allocations
- Strategic investment tiers
Operates with significant autonomy under executive mandate

REQUIRED PROFILE (NONNEGOTIABLE)

EXPERIENCE & BACKGROUND

10–20+ years in one or more of the following:

- Private wealth advisory
- Family office engagement
- Investment banking / private capital
- Sovereign advisory or strategic capital roles
Demonstrated success engaging principals, not intermediaries
Proven comfort operating in confidential, highstakes environments

SKILL SET & SIGNALS

Executive presence with controlled authority
Advanced conversational intelligence and psychological calibration
Fluency discussing:
- Capital strategy
- Longhorizon infrastructure plays
- Frontier access and scarcity economics
Natural command in rooms where status, access, and discretion matter

PERSONAL ATTRIBUTES

Calm under pressure
High ethical discipline
Nonperformative; nonpromotional
Trusted by elite decisionmakers
Thinks in decades, not quarters

PERFORMANCE METRICS (OUTCOMEBASED)

Quality and depth of UHNW relationships originated
Conversion into:
- $2.5M VIP Executive Memberships
- Strategic investment tier participation
- UltraBespoke charter engagements
Longterm retention and multigenerational alignment
Reputation integrity within elite capital circles

COMPENSATION & ALIGNMENT

Competitive executivelevel compensation
Performance based upside tied to:
- Capital deployed
- Membership conversions
- Strategic partnerships originated
Longterm alignment incentives available for exceptional performance

ROLE SIGNAL (INTERNAL & EXTERNAL)

This role is not sales.

It is capital positioning at the highest level.

The Global Wealth Strategist is entrusted with:

CAC’s reputation
CAC’s access
CAC’s longhorizon capital narrative

Status: Boardapproved role framework

Designed for: UHNW, familyoffice, and institutionalgrade engagement

Confidentiality: Strict

WHY JOIN CAC

This is not a job—it is an invitation to shape the future of bespoke expeditions, Arctic development, luxury

exploration, and sovereignadjacent infrastructure.

As Global Wealth Strategist, you operate at the frontier where capital, access, science, and legacy

converge—participating in projects that redefine what elite engagement and longhorizon value creation look

like on a global stage.

COMPENSATION & APPLICATION PROCESS

Compensation: Highly competitive, based on education, experience, certifications, and published works

(articles, reports, books).

Application Requirements:

Resume / CV
Detailed cover letter
Technical or strategic writing sample
Three professional references

Submit to: Info@cacsd.ca

Website: www.cacsd.ca