How to Invest

Westpoint Capital requires a minimum investment of $10,000, that can be made directly or through a registered savings plan such as a Registered Retirement Savings Plan (RRSP), Registered Education Savings Plan (RESP), Locked in Retirement Account (LIRA), or Tax Free Savings Account. Investors have the option of contributing on their own, with a partner, in trust or through a corporation.

Once a source of funds is established, the process is simple:

Step 1: Determine if a MIC is right for you.

Different investing goals require different investment tools. Once you have determined that a MIC is an investment that meets your needs, contact a Westpoint Capital representative. Our knowledgeable staff will assist you in answering any outstanding questions and guiding you through the process.

Step 2: Choose a form of payment.

Westpoint Capital investors have the option of automatically reinvesting their dividends, in order to take advantage of compounding, or receiving them in the form of monthly cash payments.

Step 3: Complete the paperwork.

Investors will complete an investor information sheet, review the Offering Memorandum, and sign the subscription agreement.  A Westpoint Capital representative will be happy to answer any of your questions along the way.

Step 4: Set up your accounts.

Those who invest with cash would transfer their funds into Westpoint's trust account through a major Canadian financial institution. When investing through a registered plan, individuals will first open a new self-directed RRSP and transfer the funds accordingly. It will then be transferred to Westpoint Capital and preferred shares will be issued to you.

 

Step 5: Watch your money grow!