Are You An Accredited Investor?
East West Investment Management is a Private Investment Office, which manages assets on behalf of Family Offices, Foundations, and High Net Worth Canadians. East West Investment Management specializes in constructing, actively managing, and closely monitoring bespoke portfolios. To access the content of East West Investment Management’s website, you need to be an accredited investor.
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To be considered an “accredited investor” as stated by The Ontario Securities Commission, you must meet one or more of the following criteria, or qualify under one of the additional categories set out in the National Instrument and/or OSC Rule (hyperlinked below):
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Your net income before taxes was more than $200,000 in each of the two most recent calendar years, and you expect it to be more than $200,000 in the current calendar year. (You can find your net income before taxes on your personal income tax return.)
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Your net income before taxes combined with your spouse’s was more than $300,000 in each of the two most recent calendar years, and you expect your combined net income before taxes to be more than $300,000 in the current calendar year.
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Either alone or with your spouse, you own more than $1 million in cash and securities, after subtracting any debt related to the cash and securities.
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Either alone or with your spouse, you have net assets worth more than $5 million including real estate.
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For more information, please refer to the National Instrument or NI 45 106 and/or OSC Rule 34-501, which sets out the description of an accredited investor in Ontario and other provincial securities jurisdictions in Canada.