Can I Invest with WCMIF?
It’s easier to qualify than you might think
- 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’ (KYC) form, which enables the Exempt Market Dealer (EMD) to whom you are speaking 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 key factors such as:
- Your investment time horizon
- Risk tolerance
- Financial goals
- Current financial position
This step is a legal requirement for the EMD to ensure the investment aligns with 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.