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Frequently Asked Questions
Find answers to common questions about our registration process and investment management services
How long does the account approval process take?
Most accounts are approved within 1-2 business days after all required documentation is received. Complex applications (corporate accounts, trusts, etc.) may take 3-5 business days.
What investment markets can I access through your platform?
Our platform provides access to Canadian TSX markets as well as major international exchanges including NYSE, NASDAQ, LSE, and other global markets through our institutional partnerships.
What are the minimum investment requirements?
Investment minimums vary based on the service type and account structure. Individual portfolio management typically starts at $250,000 CAD, while institutional services have customized requirements.
Do you offer educational resources for Canadian investors?
Yes, we provide comprehensive educational resources including market analysis, investment strategy guides, economic research, and personalized advisory sessions for qualified clients.
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