First, we will make sure you meet the requirements as required by Provincial Securities Laws, as each Province has its own securities laws. This will involve completing a ‘Know Your Client’ form, which enables the Exempt Market Dealer whom you are speaking with to determine if an investment in WCMIF is suitable for you.
You can meet with us online, over the phone or in person to discuss your situation such as your investment time horizon, risk tolerance, financial objectives and current financial position. The EMD requires this information by law to assess whether the investment is suitable for you and your personal financial situation.
Then you can decide if you want to invest with cash or registered funds or a combination of these.
We will then assist you in filling out the documents. This process takes about 45 minutes and can be entirely completed online.
After you have completed your investment, our investor relations team will send you regular updates, statements, tax info, and be available to answer any questions or concerns along the way.
