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Home / Investors / Intake process

Four steps from
interest to invested.

Every subscription runs through a registered exempt market dealer, and the suitability work happens before the money moves — not after.

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A dealing representative and an investor across a small table, one page between them

A conversation, not a pitch. Both faces visible, documents actually being read.

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Step 01

Investor application

You complete an application with a dealing representative: who you are, your financial circumstances, objectives, investment knowledge, risk tolerance and time horizon. Identity is verified. You receive the offering memorandum and the risk acknowledgement form to read before anything is signed.

Step 02

Qualification review

The dealer determines which prospectus exemption applies to you and whether a subscription is suitable, putting your interest first. This is where investment limits, concentration and liquidity are assessed. Some investors will be told this is not right for them — that is the review working.

Step 03

Funding

Subscription documents are signed and funds are transferred — from cash, a corporate account, or a registered plan through the plan trustee. Registered transfers take longer than cash; plan ahead for them. Shares are issued and you are recorded on the register.

Step 04

Online account management

You get an account view of your holding, distributions paid, reinvestment elections and tax slips, plus the corporation's reporting. Redemption requests are submitted here under the notice periods in the offering memorandum.

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What to have ready

  • Government photo identification
  • Details of the account you will invest from — cash, corporate, RRSP, RRIF, TFSA
  • A view of your overall portfolio, so concentration can be assessed honestly
  • Your questions, written down — the ones about liquidity and loss especially

What you will be given

  • The offering memorandum, including audited financial statements and risk factors
  • The risk acknowledgement form required for your exemption
  • Relationship disclosure from the dealer, including how it is paid
  • Written confirmation of your subscription

Start with a conversation, not a cheque.

Request the intake packInvestor portal