Steps to Invest

1. Fill out the form on this page and we will contact you to schedule your Know Your Client (KYC) call with your Portfolio Manager.

2. You will complete an online checklist and risk tolerance questionnaire.  You will need to upload 2 pieces of identification and provide a void cheque.  If you are transferring assets from an existing investment account, please provide a copy of a recent statement.

3. You will receive an email with your account opening paperwork for electronic signatures using Adobe/DocuSign. Once completed, you will receive copies of all forms.

4. Your account(s) will be opened at the Custodian (Aviso), and you will receive online access to view your account(s).

5. Your account(s) are now ready to be funded by either an electronic funds transfer from your bank account directly to your investment account at Aviso, or by a transfer from another investment account.