Accredited Investment

Finding where to place your capital and mitigate risk is an equally important part of our Strategic Wealth Planning business. We have opportunities arise from our Real Estate and Capital Partners that help you diversify your investment portfolio.

If you are an accredited investor and are interested in learning more about co-investment opportunities in private assets, please feel free to contact us.

Accredited investors must meet categories specified by provincial securities regulations. Accredited investors typically qualify as:

  • individuals who have at least $1 million in financial assets (cash and securities) before taxes. (In calculating an individual’s financial assets, any outstanding loans incurred to acquire those assets must be deducted.)
  • individuals whose net income before taxes exceeds $200,000 (or $300,000 combined income with spouse) in each of the two most recent years and who reasonably expects to exceed that net income in the current year
  • individuals who have at least $5 million in net assets
  • corporations, limited partnerships, trusts or estates having net assets of at least $5 million
  • financial institutions
  • registered advisers or dealers
  • pension funds
  • mutual funds selling only under a prospectus or to accredited investors or persons buying at least $150,000 of securities