READY TO INVEST?

Are you considering making an investment? Here are the steps to take.

Step 1

Request your investor information package by filling in the fields on this web site, or by contacting the Investment Dealer Representative who referred you.

Your info package will be delivered via email within 24 hours and consists of:

The WCMIF brochure.

This is a PDF with a summary description of the Mutual Fund Trust, its current projects and their relative economic conditions. It does not replace the Offering Memorandum which you should read prior to investing.

The Fund’s most recent audited Financial Statements.

Our annual Financial Statements are audited by an independent auditor each year and are provided to the Securities Commissions in the Provinces where the Fund does business. They are also filed on sedar.com.

A sample monthly account statement.

WCMIF investors receive monthly statements on all accounts invested with us.

- Our most recent quarterly investor update.

- A list of FAQ’s.

WCMIF is sold by Exempt Market Dealers.

These are investment dealers who have been qualified by – and are registered with – the Securities Commissions in all provinces where they do business, who are specialized in selling private investments direct to the public. (non-publicly-traded investments)

Step 2

Have a look at your recent investment statements and decide which funds can be used to invest and work harder for you.

You can use cash to invest and all registered funds such as TFSA, RRSP, RESP, LIRA, RRIF. These do not need to be new contributions; you can use existing registered funds. This entails a transfer into the Fund which can be completed on-line between institutions. We will assist you with the process.

Step 3

Talk to us, or to the investment dealer who referred you.

We will ensure you have all your questions answered first and will then guide you through the on-boarding process.

Note: The Western Canada Monthly Income Fund is open to all investors. The first step in investing is assuring this investment is suitable for you, so we will have you fill out a confidential Know-Your-Client (KYC) form through our on-line system.